IR Superintel — Institutional Ownership Intelligence

Institutional Holders — Q2 2026

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Sonoma Allocations LLC400,995

1.5% of portfolio$4.9M

Envestnet Asset Management Inc48,146

0.0% of portfolio$585.0K

GTS Securities LLC17,597

0.0% of portfolio$213.8K

Morgan Stanley1

0.0% of portfolio$15

				Style	Turnover	Location	Filed
Sonoma Allocations LLC	400,995	$4.9M	1.5%	Growth	High	Santa Rosa, CA	2026-07-08
Envestnet Asset Management Inc	48,146	$585.0K	0.0%	ETF	Low	Berwyn, PA	2026-09-23
GTS Securities LLC	17,597	$213.8K	0.0%	ETF	Very High	New York, NY	2026-08-14
Morgan Stanley	1	$15	0.0%	Core	Low	New York, NY	2026-08-13