| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Strategic Wealth Investment Group, LLC | 0.46% | 0.33% | #2 | $3.8M | 126,408 | $2.6M | 93,584 | +32,824+35.07% | Add | |
| Safe Harbor Fiduciary, LLC | 2.1% | 2.07% | #1 | $2.7M | 90,662 | $2.2M | 76,926 | +13,736+17.86% | Add | |
| Envestnet Portfolio Solutions, Inc. | <0.01% | 0.01% | #3 | $812,535 | 27,333 | $1.2M | 42,046 | -14,713-34.99% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | — | #4 | $8,413 | 283 | $0 | 0 | +283 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | — | #5 | $238 | 8 | $0 | 0 | +8 | New Buy |
