| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | 0.38% | — | #1 | $2.3M | 222,828 | $0 | 0 | +222,828 | New Buy | |
| Wealthspire Advisors, LLC | <0.01% | — | #3 | $761,812 | 72,761 | $0 | 0 | +72,761 | New Buy | |
| YOUSIF CAPITAL MANAGEMENT, LLC | <0.01% | <0.01% | #4 | $105,748 | 10,100 | $106,455 | 10,100 | 00.00% | Unchanged | |
| Luminist Capital LLC | 0.06% | 0.08% | #2 | $51,280 | 4,898 | $61,599 | 5,844 | -946-16.19% | Reduce |
