| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #6 | $592,059 | 23,754 | $532,745 | 24,687 | -933-3.78% | Reduce | |
| &PARTNERS | <0.01% | <0.01% | #3 | $592,059 | 23,754 | $532,745 | 24,687 | -933-3.78% | Reduce | |
| Caprock Group, LLC | 0.01% | 0.01% | #2 | $272,276 | 10,924 | $235,740 | 10,924 | 00.00% | Unchanged | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #5 | $143,292 | 5,749 | $0 | 0 | +5,749 | New Buy | |
| Strategic Investment Solutions, Inc. /IL | 0.02% | — | #1 | $80,855 | 3,244 | $0 | 0 | +3,244 | New Buy | |
| Institute for Wealth Management, LLC. | <0.01% | — | #4 | $7,727 | 310 | $0 | 0 | +310 | New Buy |
