81589A874
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | New | 1,193,056 | 30,030 | 0.04% | — | 1 | +1,193,056 | New | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 411,918 | 10,368 | 0.86% | — | 2 | +411,918 | New | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | New | 284,732 | 7,166 | 0.01% | — | 3 | +284,732 | New | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 219,408 | 5,478 | 0.01% | — | 4 | +219,408 | New | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 214,481 | 5,398 | 0.0% | — | 5 | +214,481 | New | Q2 2026 | Sep 23, 2026 |
| S&T BANK/PA | History | New | 202,518 | 5,097 | 1.53% | — | 6 | +202,518 | New | Q2 2026 | Aug 12, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 168,572 | 4,242 | 1.82% | — | 7 | +168,572 | New | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | New | 104,340 | 2,626 | 0.0% | — | 8 | +104,340 | New | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | New | 101,167 | 2,546 | 0.02% | — | 9 | +101,167 | New | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | New | 77,211 | 1,943 | 0.02% | — | 10 | +77,211 | New | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 75,052 | 1,889 | 0.0% | — | 11 | +75,052 | New | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 72,155 | 1,816 | 0.74% | — | 12 | +72,155 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 69,540 | 1,750 | 0.0% | — | 13 | +69,540 | New | Q2 2026 | Jul 29, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 69,494 | 1,749 | 0.81% | — | 14 | +69,494 | New | Q2 2026 | Jul 24, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 62,939 | 1,584 | 0.44% | — | 15 | +62,939 | New | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | New | 59,855 | 1,507 | 0.0% | — | 16 | +59,855 | New | Q2 2026 | Aug 05, 2026 |
| Retirement Investment Advisors, Inc. | History | New | 59,533 | 1,483 | 0.11% | — | 17 | +59,533 | New | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 51,508 | 1,296 | 0.02% | — | 18 | +51,508 | New | Q2 2026 | Aug 06, 2026 |
| Whipplewood Advisors, LLC | History | New | 51,192 | 1,288 | 0.87% | — | 19 | +51,192 | New | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 49,875 | 1,256 | 0.01% | — | 20 | +49,875 | New | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 49,467 | 1,245 | 0.02% | — | 21 | +49,467 | New | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 48,479 | 1,220 | 0.01% | — | 22 | +48,479 | New | Q2 2026 | Aug 18, 2026 |
| Stephenson & Company, Inc. | History | New | 42,600 | 1,072 | 0.5% | — | 23 | +42,600 | New | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | New | 39,711 | 994 | 0.0% | — | 24 | +39,711 | New | Q2 2026 | Aug 10, 2026 |
| Diversified Enterprises, LLC | History | New | 35,489 | 893 | 0.04% | — | 25 | +35,489 | New | Q2 2026 | Jul 31, 2026 |
| Csenge Advisory Group | History | New | 35,147 | 884 | 0.04% | — | 26 | +35,147 | New | Q2 2026 | Aug 10, 2026 |
| LexAurum Advisors, LLC | History | New | 33,502 | 843 | 0.1% | — | 27 | +33,502 | New | Q2 2026 | Jul 15, 2026 |
| SEI INVESTMENTS CO | History | New | 33,139 | 834 | 0.0% | — | 28 | +33,139 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 32,242 | 811 | 0.0% | — | 29 | +32,242 | New | Q2 2026 | Aug 14, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 31,945 | 804 | 0.4% | — | 30 | +31,945 | New | Q2 2026 | Jul 08, 2026 |
| Cetera Investment Advisers | History | New | 31,812 | 800 | 0.0% | — | 31 | +31,812 | New | Q2 2026 | Aug 12, 2026 |
| Stewardship Advisors, LLC | History | New | 30,195 | 760 | 0.16% | — | 32 | +30,195 | New | Q2 2026 | Jul 20, 2026 |
| Quantum Financial Advisors, LLC | History | New | 29,669 | 746 | 0.07% | — | 33 | +29,669 | New | Q2 2026 | Jul 08, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 23,165 | 583 | 9.13% | — | 34 | +23,165 | New | Q2 2026 | Aug 14, 2026 |
| BCO Wealth Management LLC | History | New | 21,795 | 548 | 0.3% | — | 35 | +21,795 | New | Q2 2026 | Jul 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 21,580 | 543 | 0.06% | — | 36 | +21,580 | New | Q2 2026 | Jul 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,244 | 535 | 0.0% | — | 37 | +21,244 | New | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 21,248 | 534 | 0.0% | — | 38 | +21,248 | New | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | New | 20,796 | 521 | 0.01% | — | 39 | +20,796 | New | Q2 2026 | Jul 08, 2026 |
| Lynx Investment Advisory | History | New | 20,659 | 520 | 0.17% | — | 40 | +20,659 | New | Q2 2026 | Jul 27, 2026 |
| Prosperity Consulting Group, LLC | History | New | 19,524 | 491 | 0.02% | — | 41 | +19,524 | New | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 18,630 | 468 | 0.0% | — | 42 | +18,630 | New | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | New | 17,857 | 449 | 0.05% | — | 43 | +17,857 | New | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | New | 16,800 | 422 | 0.0% | — | 44 | +16,800 | New | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | New | 16,525 | 415 | 0.02% | — | 45 | +16,525 | New | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | New | 15,502 | 390 | 0.0% | — | 46 | +15,502 | New | Q2 2026 | Aug 14, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 14,049 | 353 | 0.13% | — | 47 | +14,049 | New | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 13,570 | 341 | 0.03% | — | 48 | +13,570 | New | Q2 2026 | Aug 07, 2026 |
| K2 Financial Inc. | History | New | 13,120 | 327 | 0.23% | — | 49 | +13,120 | New | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | New | 12,829 | 322 | 0.0% | — | 50 | +12,829 | New | Q2 2026 | Jul 28, 2026 |
| Independent Wealth Network Inc. | History | New | 12,317 | 310 | 0.08% | — | 51 | +12,317 | New | Q2 2026 | Jul 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 12,280 | 309 | 0.05% | — | 52 | +12,280 | New | Q2 2026 | Aug 10, 2026 |
| WPG Advisers, LLC | History | New | 12,265 | 308 | 0.18% | — | 53 | +12,265 | New | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,545 | 290 | 0.0% | — | 54 | +11,545 | New | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | New | 11,430 | 287 | 0.0% | — | 55 | +11,430 | New | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | New | 10,711 | 269 | 0.0% | — | 56 | +10,711 | New | Q2 2026 | Aug 13, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 7,422 | 264 | 0.11% | — | 57 | +7,422 | New | Q2 2026 | Aug 05, 2026 |
| TCP Asset Management, LLC | History | New | 10,104 | 254 | 0.03% | — | 58 | +10,104 | New | Q2 2026 | Jul 15, 2026 |
| Synergy Investment Management, LLC | History | New | 9,829 | 244 | 0.06% | — | 59 | +9,829 | New | Q2 2026 | Aug 14, 2026 |
| WMG Financial Advisors, LLC | History | New | 9,363 | 235 | 0.09% | — | 60 | +9,363 | New | Q2 2026 | Jul 23, 2026 |
| MONECO ADVISORS, LLC | History | New | 9,128 | 229 | 0.01% | — | 61 | +9,128 | New | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | New | 9,068 | 228 | 0.0% | — | 62 | +9,068 | New | Q2 2026 | Jul 15, 2026 |
| Apeiron RIA LLC | History | New | 3,815 | 226 | 0.06% | — | 63 | +3,815 | New | Q2 2026 | Jul 16, 2026 |
| Balboa Wealth Partners | History | New | 8,949 | 225 | 0.03% | — | 64 | +8,949 | New | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 7,275 | 183 | 0.01% | — | 65 | +7,275 | New | Q2 2026 | Jul 23, 2026 |
| Rossby Financial, LCC | History | New | 4,701 | 118 | 0.02% | — | 66 | +4,701 | New | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | New | 4,278 | 107 | 0.0% | — | 67 | +4,278 | New | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | New | 3,299 | 83 | 0.01% | — | 68 | +3,299 | New | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 3,105 | 78 | 0.04% | — | 69 | +3,105 | New | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | New | 1,749 | 44 | 0.0% | — | 70 | +1,749 | New | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | New | 1,250 | 31 | 0.0% | — | 71 | +1,250 | New | Q2 2026 | Jul 21, 2026 |
| Kilter Group LLC | History | New | 1,010 | 25 | 0.01% | — | 72 | +1,010 | New | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 844 | 21 | 0.0% | — | 73 | +844 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | New | 491 | 12 | 0.0% | — | 74 | +491 | New | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 482 | 12 | 0.0% | — | 75 | +482 | New | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | New | 444 | 11 | 0.0% | — | 76 | +444 | New | Q2 2026 | Aug 11, 2026 |
| Private Wealth Management Group, LLC | History | New | 429 | 10 | 0.0% | — | 77 | +429 | New | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | New | 334 | 8 | 0.0% | — | 78 | +334 | New | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 241 | 6 | 0.0% | — | 79 | +241 | New | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | New | 203 | 5 | 0.0% | — | 80 | +203 | New | Q2 2026 | Jul 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 70 | 1 | 0.0% | — | 83 | +70 | New | Q2 2026 | Aug 07, 2026 |
| Fortis Group Advisors, LLC | History | New | 59 | 1 | 0.0% | — | 85 | +59 | New | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | New | 51 | 1 | 0.0% | — | 81 | +51 | New | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 50 | 1 | 0.0% | — | 86 | +50 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 48 | 1 | 0.0% | — | 82 | +48 | New | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | New | 41 | 1 | 0.0% | — | 84 | +41 | New | Q2 2026 | Jul 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 30, 2026 |
| MCF Advisors LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 12, 2026 |