IR Superintel — Institutional Ownership Intelligence

Institutional Holders — Q3 2026

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Root Financial Partners, LLC2,402

0.0% of portfolio$38.6K

UBS Group AG433

0.0% of portfolio$7.0K

Blue Bell Private Wealth Management, LLC79

0.0% of portfolio$1.3K

Kingdom Financial Group Llc.0

0.0% of portfolio$2

				Style	Turnover	Location	Filed
Root Financial Partners, LLC	2,402	$38.6K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
UBS Group AG	433	$7.0K	0.0%	Core	Medium	Zurich, Switzerland	2026-11-10
Blue Bell Private Wealth Management, LLC	79	$1.3K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Kingdom Financial Group Llc.	0	$2	0.0%	ETF	Medium	Peoria, AZ	2026-11-04