| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2.32% | 2.29% | #1 | $331.5M | 8.3M | $271.2M | 7.8M | +518,188+6.63% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #4 | $2.1M | 51,994 | $1.8M | 50,765 | +1,229+2.42% | Add | |
| SEEDS INVESTOR LLC | 0.19% | 0.26% | #2 | $1.8M | 46,325 | $1.9M | 53,065 | -6,740-12.70% | Reduce | |
| Rossby Financial, LCC | 0.01% | 0.04% | #3 | $48,989 | 1,231 | $198,351 | 5,667 | -4,436-78.28% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #5 | $38,841 | 976 | $139 | 4 | +972+24,300.00% | Add | |
| JPMORGAN CHASE & CO | <0.01% | — | #6 | $10,628 | 269 | $0 | 0 | +269 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #7 | $8,835 | 222 | $441 | 13 | +209+1,607.69% | Add |
