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 | New | 535,895 | 13,558 | 1.98% | — | 1 | +535,895 | New | Q2 2026 | Jul 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 487,000 | 12,209 | 0.07% | — | 2 | +487,000 | New | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | New | 71,080 | 1,802 | 0.11% | — | 3 | +71,080 | New | Q2 2026 | Aug 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 17,390 | 441 | 0.37% | — | 4 | +17,390 | New | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | New | 12,924 | 326 | 0.02% | — | 5 | +12,924 | New | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | New | 4,344 | 110 | 0.0% | — | 6 | +4,344 | New | Q2 2026 | Aug 05, 2026 |