Comparable stake leader
NEOS Investment Management LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001838028.
Comparable stake leader
NEOS Investment Management LLC
Disclosed value leader
VAN ECK ASSOCIATES CORP
Comparable rows
1/50
Latest evidence
30 Sep 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
1 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.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| NEOS Investment Management LLC |
13D/G
13F
Company
|
1.9%
Reported 13D/G
· 30 Sep 2026
|
$27,775,092
1,147,257 shares
|
-$103,126,853 | 30 Sep 2026 |
| VAN ECK ASSOCIATES CORP |
13F
Company
|
—
denominator unverified
|
$321,909,871
13,628,699 shares
|
— | 30 Sep 2026 |
| Berger Financial Group, Inc |
13F
Company
|
—
denominator unverified
|
$30,278,762
1,281,912 shares
|
— | 30 Sep 2026 |
| Bouchey Financial Group, Ltd. |
13F
Company
|
—
denominator unverified
|
$23,776,081
1,006,608 shares
|
— | 30 Sep 2026 |
| ASSETMARK, INC |
13F
Company
|
—
denominator unverified
|
$17,548,951
742,970 shares
|
— | 30 Sep 2026 |
| Gradient Investments LLC |
13F
Company
|
—
denominator unverified
|
$15,753,353
666,950 shares
|
— | 30 Sep 2026 |
| Empowered Funds, LLC |
13F
Company
|
—
denominator unverified
|
$5,405,012
228,832 shares
|
— | 30 Sep 2026 |
| MEITAV INVESTMENT HOUSE LTD |
13F
Company
|
—
denominator unverified
|
$5,204,927
220,361 shares
|
— | 30 Sep 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
No eligible buy or sell activity is available for this window. No eligible Buy or Sell transactions are available in this dataset since 15 Nov 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. | ||||||||||