| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 0.62% | 0.61% | #1 | $8.0M | 322,794 | $7.0M | 285,956 | +36,838+12.88% | Add | |
| Lido Advisors, LLC | <0.01% | 0.01% | #3 | $1.6M | 66,341 | $1.7M | 68,937 | -2,596-3.77% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #4 | $1.2M | 48,563 | $1.2M | 48,563 | 00.00% | Unchanged | |
| Bleakley Financial Group, LLC | 0.01% | — | #2 | $471,301 | 19,054 | $0 | 0 | +19,054 | New Buy | |
| FIFTH THIRD BANCORP | <0.01% | <0.01% | #5 | $173,813 | 7,027 | $173,051 | 7,027 | 00.00% | Unchanged |
