89790E106
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| iA Global Asset Management Inc. | History | New | 863,237 | 9,409 | 0.11% | — | 1 | +863,237 | New | Q3 2026 | Oct 29, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 155,612 | 1,696 | 0.2% | — | 2 | +155,612 | New | Q3 2026 | Oct 27, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 113,964 | 1,242 | 0.42% | — | 3 | +113,964 | New | Q3 2026 | Nov 03, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 98,991 | 1,079 | 0.01% | — | 4 | +98,991 | New | Q3 2026 | Oct 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 70,670 | 770 | 0.01% | — | 5 | +70,670 | New | Q3 2026 | Oct 20, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 46,268 | 504 | 0.05% | — | 6 | +46,268 | New | Q3 2026 | Oct 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 31,245 | 340 | 0.01% | — | 7 | +31,245 | New | Q3 2026 | Oct 16, 2026 |
| BURNEY CO/ | History | New | 26,500 | 288 | 0.01% | — | 8 | +26,500 | New | Q3 2026 | Oct 15, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 26,499 | 288 | 0.12% | — | 9 | +26,499 | New | Q3 2026 | Oct 15, 2026 |
| Kazazian Asset Management, LLC | History | New | 25,693 | 280 | 0.24% | — | 10 | +25,693 | New | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 22,229 | 242 | 0.0% | — | 11 | +22,229 | New | Q3 2026 | Nov 02, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 21,345 | 232 | 0.23% | — | 12 | +21,345 | New | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 18,665 | 203 | 0.0% | — | 13 | +18,665 | New | Q3 2026 | Oct 08, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 15,365 | 167 | 0.03% | — | 14 | +15,365 | New | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 15,007 | 155 | 0.0% | — | 15 | +15,007 | New | Q3 2026 | Oct 13, 2026 |
| Creative Planning | History | New | 11,748 | 128 | 0.0% | — | 16 | +11,748 | New | Q3 2026 | Nov 02, 2026 |
| Accurate Wealth Management, LLC | History | New | 12,450 | 125 | 0.01% | — | 17 | +12,450 | New | Q3 2026 | Oct 20, 2026 |
| Marion Wealth Management | History | New | 10,000 | 109 | 0.02% | — | 18 | +10,000 | New | Q3 2026 | Oct 21, 2026 |
| State of Alaska, Department of Revenue | History | New | 8,963 | 97 | 0.0% | — | 19 | +8,963 | New | Q3 2026 | Oct 15, 2026 |
| PFS Partners, LLC | History | New | 3,000 | 32 | 0.01% | — | 20 | +3,000 | New | Q3 2026 | Oct 21, 2026 |
| CX Institutional | History | New | 2,692 | 29 | 0.0% | — | 21 | +2,692 | New | Q3 2026 | Oct 02, 2026 |
| North Star Investment Management Corp. | History | New | 2,600 | 28 | 0.0% | — | 22 | +2,600 | New | Q3 2026 | Oct 27, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,901 | 20 | 0.0% | — | 23 | +1,901 | New | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | New | 1,400 | 15 | 0.0% | — | 24 | +1,400 | New | Q3 2026 | Oct 08, 2026 |
| Global Trust Asset Management, LLC | History | New | 1,220 | 13 | 0.0% | — | 25 | +1,220 | New | Q3 2026 | Oct 19, 2026 |
| DeDora Capital, Inc. | History | New | 1,043 | 11 | 0.0% | — | 26 | +1,043 | New | Q3 2026 | Oct 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 790 | 8 | 0.0% | — | 27 | +790 | New | Q3 2026 | Oct 23, 2026 |
| Wilkerson Advisory Group LLC | History | New | 718 | 7 | 0.0% | — | 28 | +718 | New | Q3 2026 | Oct 20, 2026 |
| Westside Investment Management, Inc. | History | New | 500 | 5 | 0.0% | — | 29 | +500 | New | Q3 2026 | Nov 02, 2026 |
| DecisionPoint Financial, LLC | History | New | 416 | 4 | 0.0% | — | 30 | +416 | New | Q3 2026 | Oct 27, 2026 |
| Private Wealth Management Group, LLC | History | New | 407 | 4 | 0.0% | — | 31 | +407 | New | Q3 2026 | Oct 19, 2026 |
| Signature Resources Capital Management, LLC | History | New | 292 | 3 | 0.0% | — | 32 | +292 | New | Q3 2026 | Oct 16, 2026 |
| SIGNATUREFD, LLC | History | New | 200 | 2 | 0.0% | — | 33 | +200 | New | Q3 2026 | Oct 23, 2026 |
| Aventus Investment Advisors, Inc. | History | New | 200 | 2 | 0.0% | — | 34 | +200 | New | Q3 2026 | Oct 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 115 | 1 | 0.0% | — | 39 | +115 | New | Q3 2026 | Oct 27, 2026 |
| Clean Yield Group | History | New | 100 | 1 | 0.0% | — | 36 | +100 | New | Q3 2026 | Oct 28, 2026 |
| St. Johns Investment Management Company, LLC | History | New | 100 | 1 | 0.0% | — | 37 | +100 | New | Q3 2026 | Oct 30, 2026 |
| Latitude Advisors, LLC | History | New | 100 | 1 | 0.0% | — | 38 | +100 | New | Q3 2026 | Oct 27, 2026 |
| Horrell Capital Management, Inc. | History | New | 85 | 1 | 0.0% | — | 35 | +85 | New | Q3 2026 | Oct 08, 2026 |
| Leonteq Securities AG | History | New | 56 | 0 | — | — | — | +56 | New | Q3 2026 | Oct 29, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 50 | 0 | — | — | — | +50 | New | Q3 2026 | Oct 28, 2026 |
| Laurel Wealth Advisors LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 27, 2026 |
| HOEY INVESTMENTS, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 28, 2026 |
| Blue Trust, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 15, 2026 |