Mega
CITADEL ADVISORS LLC
YOLO
1
$82,087
73.10%
28,404
—
+1,518
+5.6%
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Small
Kingsbury Capital Investment Advisors LLC
YOLO
$30,203
26.90%
10,451
—
New
Shares
2026-08-25
Small
HERITAGE OAK WEALTH ADVISORS LLC
YOLO
$1,648,710
1468.26%
626,886
—
Sold Out
Shares
2026-04-24
Mid
OLD MISSION CAPITAL LLC
YOLO
$1,117,334
995.04%
424,842
—
Sold Out
Shares
2026-05-15
Large
Focus Partners Wealth
YOLO
$610,454
543.64%
232,112
—
Sold Out
Shares
2026-05-15
Mid
ANGELES WEALTH MANAGEMENT, LLC
YOLO
$609,389
542.69%
231,707
—
Sold Out
Shares
2026-05-06
Large
Wealthfront Advisers LLC
YOLO
$352,509
313.93%
134,034
—
Sold Out
Shares
2026-05-05
Mega
LPL Financial LLC
YOLO
$262,805
234.04%
99,926
—
Sold Out
Shares
2026-05-06
Mega
JANE STREET GROUP, LLC
YOLO
1
$148,121
131.91%
56,320
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Jane Street Capital, LLC
56,320
$148,121
100.0%
Defined
Mid
Geneos Wealth Management Inc.
YOLO
$91,550
81.53%
34,810
—
Sold Out
Shares
2026-05-05
Large
Janney Montgomery Scott LLC
YOLO
$81,203
72.32%
30,876
—
Sold Out
Shares
2026-04-22
Mega
SUSQUEHANNA INTERNATIONAL GROUP, LLP
YOLO
1
$68,974
61.42%
26,226
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Micro
Sankala Group LLC
YOLO
$32,214
28.69%
12,249
—
Sold Out
Shares
2026-03-31
Small
Advisory Alpha, LLC
YOLO
$30,376
27.05%
11,550
—
Sold Out
Shares
2026-05-14
Small
TWO SIGMA SECURITIES, LLC
Broker-Dealer
YOLO
$28,974
25.80%
11,017
—
Sold Out
Shares
2026-05-15
Mega
MORGAN STANLEY
YOLO
2
$28,318
25.22%
10,768
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC
2,374
$6,243
22.0%
Defined
MORGAN STANLEY SMITH BARNEY LLC
8,394
$22,075
78.0%
Defined
Mid
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
YOLO
$26,605
23.69%
10,116
—
Sold Out
Shares
2026-05-01
Large
CWM, LLC
YOLO
$20,545
18.30%
7,812
—
Sold Out
Shares
2026-05-14
Mega
ROYAL BANK OF CANADA
Bank
YOLO
2
$20,263
18.05%
7,705
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
RBC Capital Markets, LLC
7,320
$19,251
95.0%
Defined
CITY NATIONAL ROCHDALE, LLC
385
$1,012
5.0%
Defined
Mid
Allworth Financial LP
YOLO
$13,457
11.98%
5,117
—
Sold Out
Shares
2026-05-15
Mid
Capital Analysts, LLC
YOLO
$10,843
9.66%
4,123
—
Sold Out
Shares
2026-05-14
Small
PRIVATE TRUST CO NA
Bank
YOLO
$10,630
9.47%
4,042
—
Sold Out
Shares
2026-04-30
Mid
SIMPLEX TRADING, LLC
YOLO
$9,347
8.32%
3,554
—
Sold Out
Shares
2026-05-14
Mega
JPMORGAN CHASE & CO
YOLO
1
$8,187
7.29%
3,113
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
55I, LLC
3,113
$8,187
100.0%
Other
Large
OSAIC HOLDINGS, INC.
YOLO
2
$7,311
6.51%
2,780
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
2,191
$5,762
78.8%
Defined
Osaic Advisory Services, LLC
589
$1,549
21.2%
Defined
Mid
Ancora Advisors LLC
YOLO
1
$6,706
5.97%
2,550
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Micro
Glass Jacobson Investment Advisors llc
YOLO
$5,649
5.03%
2,148
—
Sold Out
Shares
2026-04-23
Small
Security National Bank
Bank
YOLO
$5,128
4.57%
1,950
—
Sold Out
Shares
2026-04-16
Mid
CoreCap Advisors, LLC
YOLO
$4,023
3.58%
1,530
—
Sold Out
Shares
2026-04-07
Small
TSFG, LLC
YOLO
$3,947
3.52%
1,501
—
Sold Out
Shares
2026-04-27
Small
Steigerwald, Gordon & Koch Inc.
YOLO
$3,587
3.19%
1,364
—
Sold Out
Shares
2026-04-28
Small
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
YOLO
$1,677
1.49%
638
—
Sold Out
Shares
2026-05-11
Large
MAI Capital Management
YOLO
$1,580
1.41%
601
—
Sold Out
Shares
2026-05-15
Mid
Advisory Services Network, LLC
YOLO
$1,443
1.29%
549
—
Sold Out
Shares
2026-05-15
Micro
Prudent Man Investment Management, Inc.
YOLO
$1,386
1.23%
527
—
Sold Out
Shares
2026-05-04
Mid
HARBOUR INVESTMENTS, INC.
YOLO
$1,086
0.97%
413
—
Sold Out
Shares
2026-05-15
Small
Rialto Wealth Management, LLC
YOLO
$1,044
0.93%
397
—
Sold Out
Shares
2026-05-14
Large
Steward Partners Investment Advisory, LLC
YOLO
$920
0.82%
350
—
Sold Out
Shares
2026-05-08
Large
US BANCORP \DE\
Bank
YOLO
1
$894
0.80%
340
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
US BANK NATIONAL ASSOCIATION
340
$894
100.0%
Defined
Micro
BITTERROOT CAPITAL ADVISORS LLC
YOLO
$710
0.63%
270
—
Sold Out
Shares
2026-05-12
Small
Plante Moran Financial Advisors, LLC
YOLO
$526
0.47%
200
—
Sold Out
Shares
2026-05-05
Large
AE Wealth Management LLC
YOLO
$523
0.47%
199
—
Sold Out
Shares
2026-05-13
Small
Golden State Wealth Management, LLC
YOLO
$512
0.46%
195
—
Sold Out
Shares
2026-04-28
Mega
UBS Group AG
YOLO
2
$396
0.35%
151
—
Sold Out
Shares
2026-05-05
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
UBS AG
5
$13
3.3%
Defined
UBS Securities LLC
146
$383
96.7%
Defined
Large
Federation des caisses Desjardins du Quebec
YOLO
$178
0.16%
68
—
Sold Out
Shares
2026-05-14
Large
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
YOLO
$176
0.16%
67
—
Sold Out
Shares
2026-05-07
Micro
Hughes Financial Services, LLC
YOLO
$131
0.12%
50
—
Sold Out
Shares
2026-04-29
Mid
Parallel Advisors, LLC
YOLO
$78
0.07%
30
—
Sold Out
Shares
2026-05-07
Mid
Farther Finance Advisors, LLC
YOLO
$65
0.06%
25
—
Sold Out
Shares
2026-04-07
Micro
Abound Wealth Management
YOLO
$65
0.06%
25
—
Sold Out
Shares
2026-04-10
Micro
ENTRUST FINANCIAL LLC
YOLO
$60
0.05%
23
—
Sold Out
Shares
2026-05-12
Small
WealthShield Partners, LLC
YOLO
$23
0.02%
9
—
Sold Out
Shares
2026-05-01
Mid
Arax Advisory Partners
YOLO
$18
0.02%
7
—
Sold Out
Shares
2026-05-13
Mega
BlackRock, Inc.
YOLO
1
$2
0.00%
1
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Aperio Group, LLC
1
$2
100.0%
Sole
Micro
New England Capital Financial Advisors LLC
YOLO
$2
0.00%
1
—
Sold Out
Shares
2026-04-27
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