IR Superintel — Institutional Ownership Intelligence

Institutional Holders — Q3 2026

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Blue Bell Private Wealth Management, LLC425

0.0% of portfolio$9.4K

UBS Group AG378

0.0% of portfolio$8.4K

Cassaday & Co Wealth Management LLC73

0.0% of portfolio$1.6K

Lummis Asset Management, LP65

0.0% of portfolio$1.4K

				Style	Turnover	Location	Filed
Blue Bell Private Wealth Management, LLC	425	$9.4K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
UBS Group AG	378	$8.4K	0.0%	Core	Medium	Zurich, Switzerland	2026-11-10
Cassaday & Co Wealth Management LLC	73	$1.6K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Lummis Asset Management, LP	65	$1.4K	0.0%	Core	Very Low	Fort Worth, TX	2026-11-09