44053A424
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,388,555 | 194,812 | 2.01% | 2.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 358,162 | 7,120 | 0.76% | — | 2 | +358,162 | New | Q3 2026 | Oct 07, 2026 |
| XY Planning Network, Inc. | History | No change | 231,039 | 4,794 | 0.6% | 0.6% | 3 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Regatta Research & Money Management | History | No change | 80,562 | 1,671 | 1.58% | 1.58% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 34,483 | 715 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,660 | 242 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,141 | 231 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SLT Holdings LLC | History | No change | 10,947 | 227 | 0.14% | 0.14% | 8 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 5,841 | 118 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |