| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 0.03% | 0.06% | #1 | $2.2M | 3.6M | $4.1M | 3.3M | +275,864+8.26% | Add | |
| Wealthspire Advisors, LLC | 0.01% | — | #2 | $2.0M | 1.6M | $0 | 0 | +1.6M | New Buy | |
| Coston, McIsaac & Partners | 0.01% | <0.01% | #3 | $44,781 | 72,307 | $93 | 76,280 | -3,973-5.21% | Reduce | |
| L & S Advisors Inc | <0.01% | <0.01% | #4 | $12,673 | 10,241 | $13,468 | 10,963 | -722-6.59% | Reduce |
