78433H493
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wellington Grp LLC | History | New | 35,998 | 1,790 | 0.47% | — | 1 | +35,998 | New | Q2 2026 | Aug 26, 2026 |
| Chung Wu Investment Group, LLC | History | New | 8,600 | 427 | 0.28% | — | 2 | +8,600 | New | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,508 | 124 | 0.0% | — | 3 | +2,508 | New | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,506 | 74 | 0.0% | — | 4 | +1,506 | New | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | New | 598 | 29 | 0.0% | — | 5 | +598 | New | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 18 | 1 | 0.0% | — | 6 | +18 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |