| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | 0.37% | 0.92% | #1 | $6.3M | 220,775 | $11.6M | 439,207 | -218,432-49.73% | Reduce | |
| AE Wealth Management LLC | 0.01% | 0.01% | #3 | $1.8M | 59,867 | $2.3M | 88,057 | -28,190-32.01% | Reduce | |
| IAMS WEALTH MANAGEMENT, LLC | 0.13% | 0.14% | #2 | $445,777 | 14,823 | $414,564 | 15,659 | -836-5.34% | Reduce | |
| HRT FINANCIAL LP | <0.01% | — | #5 | $320,062 | 11,218 | $0 | 0 | +11,218 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #6 | $117,474 | 3,945 | $9,428 | 363 | +3,582+986.78% | Add | |
| Coppell Advisory Solutions LLC | <0.01% | — | #4 | $9,903 | 300,693 | $0 | 0 | +300,693 | New Buy |
