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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Curran Financial Partners, LLC | History | New | 2,164,820 | 91,701 | 13.65% | — | 1 | +2,164,820 | New | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | New | 51,679 | 2,189 | 0.01% | — | 2 | +51,679 | New | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | New | 49,436 | 2,094 | 0.0% | — | 3 | +49,436 | New | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 19,758 | 837 | 0.01% | — | 4 | +19,758 | New | Q2 2026 | Jul 14, 2026 |
| EQUITABLE TRUST CO | History | New | 12,196 | 516 | 0.02% | — | 5 | +12,196 | New | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | New | 3,895 | 164 | 0.0% | — | 6 | +3,895 | New | Q2 2026 | Aug 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | New | 327 | 13 | 0.01% | — | 7 | +327 | New | Q2 2026 | Jul 24, 2026 |