37966B778
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CASCADE INVESTMENT GROUP, INC. | History | New | 25,810 | 1,403 | 0.79% | — | 1 | +25,810 | New | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | New | 20,073 | 1,091 | 0.02% | — | 2 | +20,073 | New | Q2 2026 | Jul 20, 2026 |
| Global Financial Private Client, LLC | History | New | 5,394 | 293 | 0.08% | — | 3 | +5,394 | New | Q2 2026 | Jul 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 91 | 4 | 0.0% | — | 4 | +91 | New | Q2 2026 | Jul 21, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 37 | 2 | 0.0% | — | 5 | +37 | New | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 22, 2026 |