885155309
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Maridea Wealth Management LLC | History | No change | 833,977 | 21,153 | 2.29% | 2.29% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Added to | 60,238 | 1,576 | 0.02% | 0.01% | 2 | +10,074 | 20.08% | Q3 2026 | Oct 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 61,994 | 1,572 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 25,238 | 640 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 12,815 | 335 | 0.0% | — | 5 | +12,815 | New | Q3 2026 | Oct 08, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 1,612 | 42 | 0.03% | 4.65% | 6 | -325,915 | -99.51% | Q3 2026 | Oct 21, 2026 |
| UBS Group AG | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |