89844T885
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | History | No change | 112,290 | 4,756 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AE Wealth Management LLC | History | Added to | 57,589 | 2,422 | 0.01% | 0.01% | 2 | +5,910 | 11.44% | Q3 2026 | Nov 12, 2026 |
| GTS SECURITIES LLC | History | No change | 54,873 | 2,324 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curran Financial Partners, LLC | History | Added to | 81,826,150 | 1,945 | 0.32% | 13.65% | 4 | +79,661,330 | 3679.81% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | Reduced | 22,144 | 931 | 0.0% | 0.0% | 5 | -27,292 | -55.21% | Q3 2026 | Nov 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 14,860 | 625 | 0.01% | 0.01% | 6 | -4,898 | -24.79% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,905 | 504 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 9,366 | 394 | 0.0% | 0.0% | 8 | +123 | 1.33% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,322 | 310 | 0.0% | 0.0% | 9 | +3,427 | 87.98% | Q3 2026 | Nov 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,070 | 257 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 1,963 | 82 | 0.0% | — | 11 | +1,963 | New | Q3 2026 | Nov 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,106 | 46 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q3 2026 | Nov 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 151 | 6 | 0.0% | 0.01% | 13 | -176 | -53.82% | Q3 2026 | Oct 22, 2026 |
| EQUITABLE TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -12,196 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |