| 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 | 0.83% | 0.94% | #1 | $118.9M | 4.6M | $111.0M | 4.3M | +276,263+6.39% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #3 | $374,850 | 14,515 | $616,987 | 24,039 | -9,524-39.62% | Reduce | |
| Triumph Capital Management | <0.01% | <0.01% | #2 | $4,933 | 191 | $4,931 | 191 | 00.00% | Unchanged | |
| FIDUCIARY FINANCIAL ADVISORS | <0.01% | — | #4 | $757 | 29 | $0 | 0 | +29 | New Buy |
