46654Q476
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 491,831 | 24,753 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 253,686 | 12,730 | 3.0% | 3.0% | 2 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Greenspring Advisors, LLC | History | No change | 170,209 | 8,541 | 0.47% | 0.47% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 167,160 | 8,388 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 158,270 | 7,942 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Winthrop Advisory Group LLC | History | No change | 146,850 | 7,369 | 0.5% | 0.5% | 6 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 48,871 | 2,452 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 36,949 | 1,854 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 35,760 | 1,794 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 33,684 | 1,690 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 32,567 | 1,634 | 0.81% | 0.81% | 11 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Apella Capital, LLC | History | New | 32,567 | 1,526 | 0.02% | — | 12 | +32,567 | New | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 25,685 | 1,288 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 22,897 | 1,149 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 21,818 | 1,094 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 13,450 | 676 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 11,231 | 563 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 10,385 | 521 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASPIRIANT, LLC | History | No change | 9,571 | 480 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 8,759 | 439 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,307 | 408 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Platform Technology Partners | History | No change | 7,740 | 388 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 7,641 | 383 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,917 | 347 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | No change | 6,776 | 340 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,683 | 335 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Perennial Advisors, LLC | History | New | 6,900 | 325 | 0.05% | — | 27 | +6,900 | New | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,780 | 290 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 5,748 | 288 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,502 | 276 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HRT FINANCIAL LP | History | No change | 4,460 | 223 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,349 | 218 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 4,172 | 209 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,342 | 167 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,815 | 141 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,263 | 113 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 723 | 36 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Darwin Wealth Management, LLC | History | No change | 290 | 14 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 217 | 10 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Axiom Investment Management LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |