85918D566
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LifeWealth Investments, LLC | History | New | 985,939 | 23,416 | 6.51% | — | 1 | +985,939 | New | Q3 2026 | Oct 21, 2026 |
| Centennial Advisors, LLC | History | New | 92,520 | 2,197 | 2.63% | — | 2 | +92,520 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | New | 90,088 | 2,139 | 0.02% | — | 3 | +90,088 | New | Q3 2026 | Oct 08, 2026 |
| Decker Retirement Planning Inc. | History | New | 33,049 | 784 | 0.26% | — | 4 | +33,049 | New | Q3 2026 | Oct 19, 2026 |
| Root Financial Partners, LLC | History | New | 948 | 22 | 0.0% | — | 5 | +948 | New | Q3 2026 | Oct 21, 2026 |