| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 2.35% | — | #3 | $489.9M | 9.7M | $0 | 0 | +9.7M | New Buy | |
| FIRST CITIZENS BANK & TRUST CO | 7.3% | — | #2 | $488.1M | 9.7M | $0 | 0 | +9.7M | New Buy | |
| Plancorp, LLC | 8.92% | — | #1 | $365.7M | 7.3M | $0 | 0 | +7.3M | New Buy |