47103U647
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Marshall Financial Group, LLC | History | No change | 535,895 | 13,558 | 1.98% | 1.98% | 1 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 487,000 | 12,209 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 314,513 | 8,057 | 0.02% | — | 3 | +314,513 | New | Q3 2026 | Nov 02, 2026 |
| CORRADO ADVISORS, LLC | History | New | 133,555 | 3,421 | 1.68% | — | 4 | +133,555 | New | Q3 2026 | Oct 27, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 70,287 | 1,800 | 0.1% | 0.11% | 5 | -793 | -1.12% | Q3 2026 | Oct 26, 2026 |
| Transce3nd, LLC | History | New | 53,086 | 1,358 | 1.35% | — | 6 | +53,086 | New | Q3 2026 | Oct 26, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | New | 19,435 | 497 | 0.98% | — | 7 | +19,435 | New | Q3 2026 | Nov 03, 2026 |
| Miller Global Investments, LLC | History | New | 19,124 | 489 | 0.39% | — | 8 | +19,124 | New | Q3 2026 | Oct 02, 2026 |
| Ankerstar Wealth, LLC | History | No change | 17,390 | 441 | 0.37% | 0.37% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QTR Family Wealth, LLC | History | New | 14,964 | 383 | 0.14% | — | 10 | +14,964 | New | Q3 2026 | Nov 02, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 13,002 | 333 | 0.03% | 0.02% | 11 | +78 | 0.6% | Q3 2026 | Oct 28, 2026 |
| Visionary Wealth Advisors | History | New | 7,906 | 202 | 0.01% | — | 12 | +7,906 | New | Q3 2026 | Nov 04, 2026 |
| Capital Analysts, LLC | History | No change | 4,344 | 110 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | New | 482 | 12 | 0.0% | — | 14 | +482 | New | Q3 2026 | Nov 10, 2026 |