| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.25% | 0.23% | #1 | $24.0M | 667,707 | $18.3M | 563,622 | +104,085+18.47% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #4 | $953,552 | 26,574 | $862,900 | 26,574 | 00.00% | Unchanged | |
| Mutual Advisors, LLC | 0.01% | 0.01% | #2 | $416,708 | 11,613 | $287,926 | 8,867 | +2,746+30.97% | Add | |
| Farther Finance Advisors, LLC | <0.01% | <0.01% | #3 | $53,824 | 1,500 | $48,765 | 1,500 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | — | #5 | $23,898 | 666 | $0 | 0 | +666 | New Buy | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | — | #6 | $3,096 | 86 | $0 | 0 | +86 | New Buy | |
| VANGUARD ADVISERS INC | <0.01% | <0.01% | #7 | $108 | 3 | $97 | 3 | 00.00% | Unchanged |
