98888G873
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 58,856 | 1,551 | 1.22% | 1.22% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 15,293 | 391 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 15,400 | 386 | 0.0% | — | 3 | +15,400 | New | Q3 2026 | Oct 08, 2026 |
| Balboa Wealth Partners | History | New | 12,601 | 316 | 0.04% | — | 4 | +12,601 | New | Q3 2026 | Oct 20, 2026 |
| Strategic Blueprint, LLC | History | New | 11,309 | 283 | 0.01% | — | 5 | +11,309 | New | Q3 2026 | Oct 22, 2026 |
| Rothschild Wealth LLC | History | New | 10,636 | 266 | 0.02% | — | 6 | +10,636 | New | Q3 2026 | Nov 12, 2026 |
| Alteri Wealth LLC | History | New | 8,211 | 206 | 0.06% | — | 7 | +8,211 | New | Q3 2026 | Nov 10, 2026 |
| Latitude Advisors, LLC | History | New | 3,009 | 75 | 0.02% | — | 8 | +3,009 | New | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,894 | 47 | 0.0% | — | 9 | +1,894 | New | Q3 2026 | Nov 09, 2026 |
| CoreCap Advisors, LLC | History | New | 1,846 | 46 | 0.0% | — | 10 | +1,846 | New | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | New | 1,249 | 31 | 0.0% | — | 11 | +1,249 | New | Q3 2026 | Nov 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 301 | 7 | 0.0% | — | 13 | +301 | New | Q3 2026 | Oct 30, 2026 |
| GK Wealth Management LLC | History | New | 281 | 7 | 0.0% | — | 12 | +281 | New | Q3 2026 | Oct 09, 2026 |
| Strive Financial Group ,LLC | History | New | 46 | 1 | 0.0% | — | 15 | +46 | New | Q3 2026 | Nov 09, 2026 |
| UBS Group AG | History | Added to | 46 | 1 | 0.0% | — | 14 | +44 | 2200.0% | Q3 2026 | Nov 10, 2026 |
| IFP Advisors, Inc | History | New | 35 | 0 | — | — | — | +35 | New | Q3 2026 | Oct 16, 2026 |