| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 18.19% | 17.45% | #1 | $140.2M | 3.4M | $118.5M | 3.4M | +85,741+2.55% | Add | |
| Sowell Financial Services LLC | 0.19% | 0.18% | #2 | $5.7M | 139,300 | $4.9M | 139,300 | 00.00% | Unchanged | |
| Envestnet Portfolio Solutions, Inc. | <0.01% | <0.01% | #3 | $744,555 | 18,313 | $271,161 | 7,695 | +10,618+137.99% | Add | |
| MORGAN STANLEY | <0.01% | — | #4 | $30,086 | 740 | $0 | 0 | +740 | New Buy | |
| UBS Group AG | <0.01% | — | #5 | $1,220 | 30 | $0 | 0 | +30 | New Buy |
