Security key
9837FR209
CUSIP: 9837FR209
Security key
9837FR209
Report period
Q4 2024
Institutions
33
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
15 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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO |
13F
Company
|
4.2%
|
$2,195,791
773,166 shares
|
— | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
3.6%
|
$1,849,755
651,322 shares
|
— | 30 Sep 2024 |
| MACQUARIE GROUP LTD |
13F
Company
|
3.3%
|
$1,721,059
605,878 shares
|
— | 30 Sep 2024 |
| Clayton Partners LLC |
13F
Company
|
2.6%
|
$1,359,559
478,718 shares
|
— | 30 Sep 2024 |
| MGG Investment Group LP |
13F
Company
|
2.6%
|
$1,355,299
477,218 shares
|
— | 30 Sep 2024 |
| BlackRock, Inc. |
13F
Company
|
1.4%
|
$715,254
251,850 shares
|
— | 30 Sep 2024 |
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 | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|