Comparable stake leader
Bullish
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001729997.
Comparable stake leader
Bullish
Disclosed value leader
Bullish
Comparable rows
0/50
Latest evidence
30 Jun 2026
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
0 of 50 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.
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Bullish |
13F
Company
|
—
class O/S missing
|
$59,509,450
2,255,000 shares
|
— | 30 Jun 2026 |
| Cetera Investment Advisers |
13F
Company
|
—
class O/S missing
|
$5,064,253
191,900 shares
|
— | 30 Jun 2026 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$3,909,984
148,162 shares
|
— | 30 Jun 2026 |
| Rehmann Capital Advisory Group |
13F
Company
|
—
class O/S missing
|
$3,869,729
146,490 shares
|
— | 30 Jun 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC |
13F
Company
|
—
class O/S missing
|
$3,139,354
118,960 shares
|
— | 30 Jun 2026 |
| Integrated Wealth Concepts LLC |
13F
Company
|
—
class O/S missing
|
$2,235,753
84,720 shares
|
— | 30 Jun 2026 |
| DWM Financial Group, Inc. |
13F
Company
|
—
class O/S missing
|
$1,998,349
48,359 shares
|
— | 30 Jun 2026 |
| Hartmann Taylor Wealth Management, LLC |
13F
Company
|
—
class O/S missing
|
$1,832,631
58,757 shares
|
— | 30 Jun 2026 |
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.
Forms 3/4/5 flow
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 21 Aug 2025.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||