84615Q103
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KERR FINANCIAL PLANNING Corp | History | New | 3,315 | 566 | 0.63% | — | 1 | +3,315 | New | Q2 2026 | Jul 02, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 411 | 70 | 0.02% | — | 2 | +411 | New | Q2 2026 | Jul 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 367 | 62 | 0.0% | — | 3 | +367 | New | Q2 2026 | Jul 02, 2026 |