46438T309
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BIRCH FINANCIAL GROUP, LLC | History | New | 20,764 | 519 | 0.24% | — | 1 | +20,764 | New | Q3 2026 | Oct 27, 2026 |
| Balance Wealth Partners LLC | History | New | 1,071 | 26 | 0.01% | — | 2 | +1,071 | New | Q3 2026 | Oct 27, 2026 |
| TD Waterhouse Canada Inc. | History | New | 58 | 1 | 0.0% | — | 3 | +58 | New | Q3 2026 | Oct 16, 2026 |
| POM Investment Strategies, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 20, 2026 |