| 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 | 0.65% | 0.34% | #1 | $93.2M | 1.7M | $39.9M | 859,507 | +859,507+100.00% | Add | |
| ASSETMARK, INC | <0.01% | — | #2 | $17,244 | 318 | $0 | 0 | +318 | New Buy | |
| WELLS FARGO & COMPANY/MN | <0.01% | — | #3 | $1,247 | 23 | $0 | 0 | +23 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #4 | $54 | 1 | $64 | 1 | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | — | #4 | $53 | 1 | $0 | 0 | +1 | New Buy |
