| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| TCW GROUP INC | 0.25% | 0.28% | #1 | $37.2M | 810,319 | $37.5M | 817,952 | -7,633-0.93% | Reduce | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | — | #2 | $1.2M | 25,571 | $0 | 0 | +25,571 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #3 | $518,094 | 11,285 | $517,981 | 11,285 | 00.00% | Unchanged | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #4 | $510,923 | 11,130 | $424,529 | 9,250 | +1,880+20.32% | Add | |
| UBS Group AG | <0.01% | <0.01% | #5 | $3,902 | 85 | $12,483 | 272 | -187-68.75% | Reduce |
