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
NEOS Investment Management LLC
Comparable rows
50/50
Latest evidence
31 Mar 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
50 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
|
9.2%
|
$112,193,943
5,406,937 shares
|
$0 | 31 Dec 2025 |
| VAN ECK ASSOCIATES CORP |
13F
Company
|
9.7%
|
$109,186,000
5,698,675 shares
|
— | 31 Mar 2026 |
| Tidal Investments LLC |
13F
Company
|
4.2%
|
$46,962,272
2,451,058 shares
|
— | 31 Mar 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
Company
|
2.5%
|
$27,971,128
1,459,871 shares
|
— | 31 Mar 2026 |
| Bouchey Financial Group Ltd |
13F
Company
|
1.6%
|
$19,544,555
957,597 shares
|
— | 31 Mar 2026 |
| Berger Financial Group, Inc |
13F
Company
|
1.5%
|
$16,449,321
858,524 shares
|
— | 31 Mar 2026 |
| SYON CAPITAL LLC |
13F
Company
|
1.2%
|
$13,963,195
728,768 shares
|
— | 31 Mar 2026 |
| ASSETMARK, INC |
13F
Company
|
1.1%
|
$12,001,537
626,385 shares
|
— | 31 Mar 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 06 Jun 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. | ||||||||||