| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Petros Family Wealth, LLC | 1.11% | 1.06% | #1 | $1.8M | 45,360 | $1.5M | 42,415 | +2,945+6.94% | Add | |
| Concurrent Investment Advisors, LLC | 0.01% | 0.01% | #2 | $1.1M | 27,011 | $1.1M | 30,880 | -3,869-12.53% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #3 | $766,913 | 19,153 | $610,090 | 17,391 | +1,762+10.13% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #4 | $30,271 | 756 | $26,521 | 756 | 00.00% | Unchanged |
