47103U654
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | History | New | 71,376 | 1,812 | 0.11% | — | 1 | +71,376 | New | Q2 2026 | Aug 10, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 48,422 | 1,240 | 0.23% | — | 2 | +48,422 | New | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 19,128 | 485 | 0.01% | — | 3 | +19,128 | New | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | New | 14,686 | 372 | 0.02% | — | 4 | +14,686 | New | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | New | 8,793 | 223 | 0.01% | — | 5 | +8,793 | New | Q2 2026 | Aug 05, 2026 |
| Ankerstar Wealth, LLC | History | New | 848 | 21 | 0.02% | — | 6 | +848 | New | Q2 2026 | Aug 13, 2026 |