Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 84741T401 since 12/18/2024, largest first.
| Filer | % of Class | Filed |
|---|---|---|
| Kovitz Investment Group Partners, LLC 13G/A | 47.9% |
11/6/2025
Event 10/31/2024
|
| Focus Partners Wealth 13G/A | 42.1% |
8/7/2026
Event 7/31/2026
|
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q2 | 10 | 1.53 M | $38.1 M |
| 2026 Q1 | 11 | 1.68 M | $41.7 M |
| 2025 Q4 | 12 | 2.07 M | $51.1 M |
| 2025 Q3 | 12 | 2.10 M | $52.4 M |
| 2025 Q2 | 11 | 1.73 M | $43.0 M |
| 2025 Q1 | 11 | 1.74 M | $42.1 M |
| 2024 Q4 | 12 | 3.04 M | $73.1 M |
| 2024 Q3 | 10 | 1.67 M | $39.7 M |
| 2024 Q2 | 10 | 368 k | $8.52 M |
| 2024 Q1 | 12 | 1.71 M | $38.7 M |
| 2023 Q4 | 9 | 1.68 M | $38.4 M |
| 2023 Q3 | 10 | 1.71 M | $38.9 M |
| 2023 Q2 | 10 | 1.74 M | $39.9 M |
| 2023 Q1 | 11 | 3.15 M | $71.9 M |
| 2022 Q4 | 10 | 1.77 M | $40.1 M |
| 2022 Q3 | 10 | 1.78 M | $41.3 M |
| 2022 Q2 | 9 | 1.76 M | $42.2 M |
| 2022 Q1 | 7 | 334 k | $8.34 M |