46654Q518
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 | 2,000,000 | 96,704 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 169,462 | 9,179 | 0.2% | — | 2 | +169,462 | New | Q2 2026 | Jul 17, 2026 |
| Benchmark Financial, LLC | History | New | 32,965 | 1,785 | 1.45% | — | 3 | +32,965 | New | Q2 2026 | Jul 21, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 32,151 | 1,593 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 16,503 | 893 | 0.5% | — | 5 | +16,503 | New | Q2 2026 | Jul 16, 2026 |
| Ulland Investment Advisors, LLC | History | New | 300 | 16 | 0.01% | — | 6 | +300 | New | Q2 2026 | Jul 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 75 | 4 | 0.0% | — | 7 | +75 | New | Q2 2026 | Jul 14, 2026 |