921938882
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hills Bank & Trust Co | History | Reduced | 266,756 | 19,757 | 0.83% | 1.02% | 1 | -50,514 | -15.92% | Q3 2026 | Nov 10, 2026 |
| Opus Financial Solutions LLC | History | New | 7,940 | 588 | 0.52% | — | 2 | +7,940 | New | Q3 2026 | Nov 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,490 | 332 | 0.0% | — | 3 | +4,490 | New | Q3 2026 | Oct 16, 2026 |
| Sowell Financial Services LLC | History | New | 3,723 | 275 | 0.01% | — | 4 | +3,723 | New | Q3 2026 | Oct 23, 2026 |
| 10Elms LLP | History | New | 3,723 | 275 | 0.12% | — | 5 | +3,723 | New | Q3 2026 | Nov 06, 2026 |
| Advisory Services Network, LLC | History | No change | 2,780 | 210 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,324 | 98 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 806 | 59 | 0.01% | — | 8 | +806 | New | Q3 2026 | Oct 20, 2026 |
| UBS Group AG | History | New | 794 | 58 | 0.0% | — | 9 | +794 | New | Q3 2026 | Nov 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 545 | 40 | 0.0% | 0.0% | 10 | +280 | 105.66% | Q3 2026 | Nov 09, 2026 |
| Rossby Financial, LCC | History | New | 296 | 21 | 0.0% | — | 11 | +296 | New | Q3 2026 | Nov 05, 2026 |