46654Q484
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 | New | 783,232 | 39,517 | 0.0% | — | 1 | +783,232 | New | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 134,468 | 6,775 | 0.0% | — | 2 | +134,468 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | New | 129,799 | 6,532 | 0.0% | — | 3 | +129,799 | New | Q2 2026 | Aug 07, 2026 |
| Arlington Financial Advisors, LLC | History | New | 97,115 | 4,887 | 0.62% | — | 4 | +97,115 | New | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 68,659 | 3,455 | 0.0% | — | 5 | +68,659 | New | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 66,854 | 3,364 | 0.0% | — | 6 | +66,854 | New | Q2 2026 | Aug 03, 2026 |
| Cloud Capital Management, LLC | History | New | 66,643 | 3,354 | 1.22% | — | 7 | +66,643 | New | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 49,709 | 2,501 | 0.0% | — | 8 | +49,709 | New | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 41,016 | 2,056 | 0.0% | — | 9 | +41,016 | New | Q2 2026 | Jul 15, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 40,582 | 2,042 | 0.0% | — | 10 | +40,582 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 32,013 | 1,611 | 0.0% | — | 11 | +32,013 | New | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 28,627 | 1,440 | 0.02% | — | 12 | +28,627 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 26,014 | 1,309 | 0.0% | — | 13 | +26,014 | New | Q2 2026 | Aug 07, 2026 |
| Planned Solutions, Inc. | History | New | 24,471 | 1,231 | 0.35% | — | 14 | +24,471 | New | Q2 2026 | Jul 13, 2026 |
| Perennial Investment Advisors, LLC | History | New | 17,663 | 888 | 0.06% | — | 15 | +17,663 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,330 | 821 | 0.0% | — | 16 | +16,330 | New | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 15,149 | 762 | 0.0% | — | 17 | +15,149 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 14,017 | 705 | 0.0% | — | 18 | +14,017 | New | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | New | 13,953 | 702 | 0.03% | — | 19 | +13,953 | New | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 11,317 | 569 | 0.0% | — | 20 | +11,317 | New | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | New | 6,676 | 336 | 0.0% | — | 21 | +6,676 | New | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,283 | 316 | 0.0% | — | 22 | +6,283 | New | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 5,439 | 273 | 0.0% | — | 23 | +5,439 | New | Q2 2026 | Jul 28, 2026 |
| Wayfinding Financial, LLC | History | New | 4,930 | 248 | 0.09% | — | 24 | +4,930 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | New | 2,405 | 121 | 0.0% | — | 25 | +2,405 | New | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,193 | 110 | 0.0% | — | 26 | +2,193 | New | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | New | 2,109 | 106 | 0.0% | — | 27 | +2,109 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | New | 1,019 | 51 | 0.0% | — | 28 | +1,019 | New | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | New | 527 | 26 | 0.0% | — | 29 | +527 | New | Q2 2026 | Jul 20, 2026 |
| Institute for Wealth Management, LLC. | History | New | 139 | 6 | 0.0% | — | 30 | +139 | New | Q2 2026 | Jul 28, 2026 |