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 | No change | 35,998 | 1,790 | 0.47% | 0.47% | 1 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 11,829 | 586 | 0.01% | — | 2 | +11,829 | New | Q3 2026 | Oct 13, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 10,400 | 515 | 0.38% | 0.28% | 3 | +1,800 | 20.93% | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,608 | 229 | 0.0% | — | 4 | +4,608 | New | Q3 2026 | Oct 13, 2026 |
| MADDEN SECURITIES Corp | History | New | 2,550 | 126 | 0.03% | — | 5 | +2,550 | New | Q3 2026 | Oct 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,506 | 74 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,276 | 63 | 0.0% | 0.0% | 7 | -1,232 | -49.12% | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | No change | 598 | 29 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | New | 560 | 27 | 0.0% | — | 9 | +560 | New | Q3 2026 | Oct 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 203 | 10 | 0.0% | — | 10 | +203 | New | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 18 | 1 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |