412295636
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sterling Capital Management LLC | History | New | 542,249 | 8,600 | 0.17% | — | 1 | +542,249 | New | Q3 2026 | Oct 22, 2026 |
| Simplicity Wealth,LLC | History | New | 467,946 | 7,421 | 0.22% | — | 2 | +467,946 | New | Q3 2026 | Oct 23, 2026 |
| TRUIST FINANCIAL CORP | History | New | 226,238 | 3,588 | 0.0% | — | 3 | +226,238 | New | Q3 2026 | Oct 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 60,260 | 955 | 0.71% | — | 4 | +60,260 | New | Q3 2026 | Nov 02, 2026 |
| Arcadia Wealth Management, LLC | History | New | 37,574 | 595 | 0.18% | — | 5 | +37,574 | New | Q3 2026 | Oct 22, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 21,475 | 340 | 0.1% | — | 6 | +21,475 | New | Q3 2026 | Oct 26, 2026 |
| LifeWealth Investments, LLC | History | New | 16,915 | 268 | 0.07% | — | 7 | +16,915 | New | Q3 2026 | Oct 21, 2026 |
| ASSETMARK, INC | History | New | 122 | 1 | 0.0% | — | 8 | +122 | New | Q3 2026 | Oct 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 105 | 1 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |