| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 0.03% | — | #4 | $5.3M | 5.3M | $0 | 0 | +5.3M | New Buy | |
| Vermillion Wealth Management, Inc. | 1.23% | — | #1 | $5.3M | 5.3M | $0 | 0 | +5.3M | New Buy | |
| Westside Investment Management, Inc. | 0.18% | 0.08% | #2 | $1.4M | 1.4M | $537,341 | 537,341 | +859,791+160.01% | Add | |
| Jackson Wealth Management, LLC | 0.11% | 0.11% | #3 | $1.0M | 1.0M | $1.0M | 1.0M | 00.00% | Unchanged | |
| Main Management LLC | 0.01% | 0.01% | #5 | $148,851 | 148,851 | $132,000 | 131,851 | +17,000+12.89% | Add |
