Security key
738920115
CUSIP: 738920115
Security key
738920115
Report period
Q2 2025
Institutions
28
Top holders
10
Broader feeds
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
14 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Lance Friedman |
13D/G
|
4.5%
|
$1,037,706
2,207,886 shares
|
-$782,315 | 06 May 2025 |
| Harraden Circle Investments, LLC |
13F
13D/G
Company
|
0.31%
from 13D/G
|
$87,390
150,000 shares
|
— | 31 Mar 2025 |
| Donald G. Fell |
3/4/5
Director
|
0.38%
|
$7,800
20,000 shares
|
— | 04 Jun 2025 |
| TORONTO DOMINION BANK |
13F
Company
|
9.8%
|
$349,904
516,845 shares
|
— | 31 Mar 2025 |
| Crewe Advisors LLC |
13F
Company
|
6%
|
$182,603
313,427 shares
|
— | 31 Mar 2025 |
| Optivise Advisory Services LLC |
13F
Company
|
2%
|
$62,015
106,446 shares
|
— | 31 Mar 2025 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Investor-level positions for this CUSIP, loaded as an interactive table.
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|