| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Tidal Investments LLC | 0.01% | <0.01% | #3 | $7.1M | 277,854 | $1.1M | 42,346 | +235,508+556.15% | Add | |
| Encompass More Asset Management | 0.41% | 0.31% | #1 | $2.8M | 109,805 | $1.8M | 72,921 | +36,884+50.58% | Add | |
| Quantinno Capital Management LP | <0.01% | — | #4 | $2.3M | 89,392 | $0 | 0 | +89,392 | New Buy | |
| CreativeOne Wealth, LLC | 0.02% | — | #2 | $1.2M | 45,101 | $0 | 0 | +45,101 | New Buy | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | — | #5 | $573,434 | 22,330 | $0 | 0 | +22,330 | New Buy | |
| UBS Group AG | <0.01% | — | #6 | $410 | 16 | $0 | 0 | +16 | New Buy |
