Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 84741T104 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC 13G/A | 13.6% |
9/10/2025
Event 8/31/2025
|
||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||
| Focus Partners Wealth 13G | 13.0% |
1/8/2026
Event 1/1/2026
|
||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 1 | 750 | $9.48 k |
| 2026 Q2 | 45 | 3.18 M | $42.8 M |
| 2026 Q1 | 43 | 3.11 M | $42.8 M |
| 2025 Q4 | 45 | 3.01 M | $44.6 M |
| 2025 Q3 | 42 | 3.15 M | $48.8 M |
| 2025 Q2 | 38 | 2.95 M | $45.7 M |
| 2025 Q1 | 38 | 2.94 M | $44.2 M |
| 2024 Q4 | 41 | 4.68 M | $68.5 M |
| 2024 Q3 | 38 | 3.14 M | $43.6 M |
| 2024 Q2 | 39 | 1.77 M | $23.1 M |
| 2024 Q1 | 41 | 3.72 M | $45.8 M |
| 2023 Q4 | 39 | 3.77 M | $44.7 M |
| 2023 Q3 | 41 | 3.75 M | $40.9 M |
| 2023 Q2 | 36 | 3.73 M | $41.9 M |
| 2023 Q1 | 38 | 5.50 M | $60.2 M |
| 2022 Q4 | 35 | 3.87 M | $44.1 M |
| 2022 Q3 | 35 | 3.95 M | $43.8 M |
| 2022 Q2 | 36 | 4.17 M | $53.0 M |
| 2022 Q1 | 36 | 4.50 M | $27.9 M |
| 2021 Q4 | 44 | 6.09 M | $94.0 M |
| 2021 Q3 | 39 | 6.50 M | $99.9 M |
| 2021 Q2 | 43 | 5.63 M | $85.5 M |
| 2021 Q1 | 36 | 4.02 M | $59.0 M |
| 2020 Q4 | 37 | 3.82 M | $53.8 M |
| 2020 Q3 | 31 | 3.86 M | $47.7 M |
| 2020 Q2 | 30 | 3.95 M | $44.5 M |
| 2020 Q1 | 30 | 4.32 M | $205 M |
| 2019 Q4 | 30 | 4.21 M | $62.1 M |
| 2019 Q3 | 27 | 4.16 M | $59.2 M |
| 2019 Q2 | 26 | 4.19 M | $57.6 M |
| 2019 Q1 | 28 | 4.07 M | $54.8 M |
| 2018 Q4 | 29 | 4.08 M | $48.7 M |
| 2018 Q3 | 30 | 4.18 M | $62.1 M |
| 2018 Q2 | 29 | 4.07 M | $61.1 M |
| 2018 Q1 | 31 | 4.07 M | $60.0 M |
| 2017 Q4 | 31 | 3.92 M | $58.3 M |
| 2017 Q3 | 31 | 3.90 M | $61.5 M |
| 2017 Q2 | 27 | 3.88 M | $58.9 M |
| 2017 Q1 | 29 | 3.76 M | $55.0 M |
| 2016 Q4 | 31 | 3.65 M | $49.9 M |
| 2016 Q3 | 30 | 4.30 M | $64.2 M |
| 2016 Q2 | 31 | 4.22 M | $58.0 M |
| 2016 Q1 | 29 | 4.44 M | $58.3 M |
| 2015 Q4 | 31 | 4.90 M | $65.4 M |
| 2015 Q3 | 27 | 4.72 M | $66.5 M |
| 2015 Q2 | 27 | 4.94 M | $75.5 M |
| 2015 Q1 | 30 | 4.42 M | $74.5 M |
| 2014 Q4 | 30 | 4.81 M | $74.0 M |
| 2014 Q3 | 27 | 4.85 M | $80.8 M |
| 2014 Q2 | 27 | 4.76 M | $79.4 M |
| 2014 Q1 | 29 | 4.73 M | $76.8 M |