| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KIM, LLC | 2.33% | 4.78% | #1 | $23.3M | 1.3M | $46.7M | 2.5M | -1.2M-49.60% | Reduce | |
| MATHER GROUP, LLC. | 0.05% | 0.06% | #3 | $5.7M | 308,185 | $6.1M | 328,126 | -19,941-6.08% | Reduce | |
| Innova Wealth Partners | 0.81% | 0.53% | #2 | $2.0M | 107,167 | $1.1M | 59,849 | +47,318+79.06% | Add | |
| SteelPeak Wealth, LLC | 0.03% | 0.04% | #4 | $1.3M | 72,691 | $1.3M | 67,486 | +5,205+7.71% | Add |