77926X320
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Heck Capital Advisors, LLC | History | New | 201,407 | 14,873 | 0.89% | — | 1 | +201,407 | New | Q2 2026 | Jul 10, 2026 |
| StoneCrest Wealth Management, Inc. | History | New | 100,333 | 7,409 | 2.37% | — | 2 | +100,333 | New | Q2 2026 | Jul 09, 2026 |
| Castle Rock Wealth Management, LLC | History | New | 54,828 | 3,610 | 0.71% | — | 3 | +54,828 | New | Q2 2026 | Jul 07, 2026 |
| Fulcrum Equity Management | History | New | 16,299 | 1,203 | 0.88% | — | 4 | +16,299 | New | Q2 2026 | Jul 09, 2026 |
| Steadtrust LLC | History | New | 14,380 | 1,061 | 0.54% | — | 5 | +14,380 | New | Q2 2026 | Jul 09, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 12,980 | 958 | 0.02% | — | 6 | +12,980 | New | Q2 2026 | Jul 09, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 6,954 | 513 | 0.01% | — | 7 | +6,954 | New | Q2 2026 | Jul 07, 2026 |
| Magnus Financial Group LLC | History | New | 6,725 | 496 | 0.04% | — | 8 | +6,725 | New | Q2 2026 | Jul 09, 2026 |
| Wealthcare Capital Partners, LLC | History | New | 2,748 | 202 | 0.08% | — | 9 | +2,748 | New | Q2 2026 | Jul 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,120 | 82 | 0.03% | — | 10 | +1,120 | New | Q2 2026 | Jul 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 939 | 69 | 0.02% | — | 11 | +939 | New | Q2 2026 | Jul 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 107 | 7 | 0.0% | — | 12 | +107 | New | Q2 2026 | Jul 08, 2026 |