| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 0.37% | 0.32% | #1 | $17.9M | 840,069 | $13.4M | 626,981 | +213,088+33.99% | Add | |
| OneDigital Investment Advisors LLC | 0.01% | 0.04% | #3 | $997,461 | 46,789 | $4.1M | 191,341 | -144,552-75.55% | Reduce | |
| GTS SECURITIES LLC | 0.01% | 0.02% | #2 | $640,307 | 30,036 | $548,872 | 25,730 | +4,306+16.74% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #4 | $474,036 | 22,236 | $474,341 | 22,236 | 00.00% | Unchanged | |
| MORGAN STANLEY | <0.01% | <0.01% | #6 | $8,655 | 406 | $22 | 1 | +405+40,500.00% | Add | |
| AE Wealth Management LLC | <0.01% | <0.01% | #5 | $895 | 42 | $4,181 | 196 | -154-78.57% | Reduce |
