77926Y708
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Square, LLC | History | New | 43,323 | 1,110 | 0.49% | — | 1 | +43,323 | New | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 10,968 | 283 | 0.0% | — | 2 | +10,968 | New | Q2 2026 | Jul 28, 2026 |
| 3Chopt Investment Partners, LLC | History | New | 10,000 | 258 | 0.05% | — | 3 | +10,000 | New | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 11, 2026 |