81589A866
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stewardship Advisors, LLC | History | New | 30,936 | 782 | 0.16% | — | 1 | +30,936 | New | Q3 2026 | Oct 20, 2026 |
| Diversified Enterprises, LLC | History | New | 25,039 | 633 | 0.03% | — | 2 | +25,039 | New | Q3 2026 | Oct 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 19,656 | 504 | 0.0% | — | 3 | +19,656 | New | Q3 2026 | Oct 13, 2026 |
| Apella Capital, LLC | History | New | 12,726 | 327 | 0.0% | — | 4 | +12,726 | New | Q3 2026 | Oct 08, 2026 |
| LexAurum Advisors, LLC | History | New | 12,271 | 310 | 0.03% | — | 5 | +12,271 | New | Q3 2026 | Oct 19, 2026 |
| Independent Wealth Network Inc. | History | New | 12,130 | 306 | 0.08% | — | 6 | +12,130 | New | Q3 2026 | Oct 19, 2026 |
| Cape Investment Advisory, Inc. | History | New | 2,138 | 54 | 0.01% | — | 7 | +2,138 | New | Q3 2026 | Oct 13, 2026 |