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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 219,408 | 5,478 | 0.01% | — | 1 | +219,408 | New | Q2 2026 | Jul 15, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 168,572 | 4,242 | 1.82% | — | 2 | +168,572 | New | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | New | 101,167 | 2,546 | 0.02% | — | 3 | +101,167 | New | Q2 2026 | Jul 20, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 69,494 | 1,749 | 0.81% | — | 4 | +69,494 | New | Q2 2026 | Jul 24, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 62,939 | 1,584 | 0.44% | — | 5 | +62,939 | New | Q2 2026 | Jul 24, 2026 |
| Retirement Investment Advisors, Inc. | History | New | 59,533 | 1,483 | 0.11% | — | 6 | +59,533 | New | Q2 2026 | Jul 15, 2026 |
| Whipplewood Advisors, LLC | History | New | 51,192 | 1,288 | 0.87% | — | 7 | +51,192 | New | Q2 2026 | Jul 27, 2026 |
| LexAurum Advisors, LLC | History | New | 33,502 | 843 | 0.1% | — | 8 | +33,502 | New | Q2 2026 | Jul 15, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 31,945 | 804 | 0.4% | — | 9 | +31,945 | New | Q2 2026 | Jul 08, 2026 |
| Stewardship Advisors, LLC | History | New | 30,195 | 760 | 0.16% | — | 10 | +30,195 | New | Q2 2026 | Jul 20, 2026 |
| Quantum Financial Advisors, LLC | History | New | 29,669 | 746 | 0.07% | — | 11 | +29,669 | New | Q2 2026 | Jul 08, 2026 |
| BCO Wealth Management LLC | History | New | 21,795 | 548 | 0.3% | — | 12 | +21,795 | New | Q2 2026 | Jul 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 21,580 | 543 | 0.06% | — | 13 | +21,580 | New | Q2 2026 | Jul 16, 2026 |
| Apella Capital, LLC | History | New | 20,796 | 521 | 0.01% | — | 14 | +20,796 | New | Q2 2026 | Jul 08, 2026 |
| Lynx Investment Advisory | History | New | 20,659 | 520 | 0.17% | — | 15 | +20,659 | New | Q2 2026 | Jul 27, 2026 |
| K2 Financial Inc. | History | New | 13,120 | 327 | 0.23% | — | 16 | +13,120 | New | Q2 2026 | Jul 21, 2026 |
| Independent Wealth Network Inc. | History | New | 12,317 | 310 | 0.08% | — | 17 | +12,317 | New | Q2 2026 | Jul 20, 2026 |
| TCP Asset Management, LLC | History | New | 10,104 | 254 | 0.03% | — | 18 | +10,104 | New | Q2 2026 | Jul 15, 2026 |
| WMG Financial Advisors, LLC | History | New | 9,363 | 235 | 0.09% | — | 19 | +9,363 | New | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | New | 9,068 | 228 | 0.0% | — | 20 | +9,068 | New | Q2 2026 | Jul 15, 2026 |
| Apeiron RIA LLC | History | New | 3,815 | 226 | 0.06% | — | 21 | +3,815 | New | Q2 2026 | Jul 16, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 7,275 | 183 | 0.01% | — | 22 | +7,275 | New | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | New | 4,278 | 107 | 0.0% | — | 23 | +4,278 | New | Q2 2026 | Jul 20, 2026 |
| Blue Trust, Inc. | History | New | 1,250 | 31 | 0.0% | — | 24 | +1,250 | New | Q2 2026 | Jul 21, 2026 |
| Private Wealth Management Group, LLC | History | New | 429 | 10 | 0.0% | — | 25 | +429 | New | Q2 2026 | Jul 27, 2026 |
| Cape Investment Advisory, Inc. | History | New | 241 | 6 | 0.0% | — | 26 | +241 | New | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | New | 203 | 5 | 0.0% | — | 27 | +203 | New | Q2 2026 | Jul 22, 2026 |
| Fortis Group Advisors, LLC | History | New | 59 | 1 | 0.0% | — | 29 | +59 | New | Q2 2026 | Jul 24, 2026 |
| SIGNATUREFD, LLC | History | New | 41 | 1 | 0.0% | — | 28 | +41 | New | Q2 2026 | Jul 23, 2026 |