| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 0.27% | — | #2 | $49.4M | 49.4M | $0 | 0 | +49.4M | New Buy | |
| Transce3nd, LLC | 5.48% | 5.52% | #1 | $619,301 | 619,301 | $621,904 | 621,904 | -2,603-0.42% | Reduce | |
| Grey Fox Wealth Advisors, LLC | 0.04% | 0.05% | #3 | $291,771 | 291,771 | $283,300 | 283,300 | +8,471+2.99% | Add |