81589A882
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 | 197,391 | 5,129 | 0.01% | — | 1 | +197,391 | New | Q3 2026 | Oct 13, 2026 |
| Diversified Enterprises, LLC | History | New | 143,992 | 3,675 | 0.17% | — | 2 | +143,992 | New | Q3 2026 | Oct 19, 2026 |
| LexAurum Advisors, LLC | History | New | 40,276 | 1,028 | 0.12% | — | 3 | +40,276 | New | Q3 2026 | Oct 19, 2026 |
| Independent Wealth Network Inc. | History | New | 13,663 | 348 | 0.09% | — | 4 | +13,663 | New | Q3 2026 | Oct 19, 2026 |
| Apella Capital, LLC | History | New | 9,872 | 256 | 0.0% | — | 5 | +9,872 | New | Q3 2026 | Oct 08, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,553 | 39 | 0.01% | — | 6 | +1,553 | New | Q3 2026 | Oct 13, 2026 |