| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.29% | 0.26% | #1 | $28.5M | 714,860 | $22.5M | 690,322 | +24,538+3.55% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #2 | $2.6M | 65,172 | $2.3M | 69,377 | -4,205-6.06% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | — | #3 | $263,329 | 6,594 | $0 | 0 | +6,594 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #4 | $4,593 | 115 | $3,743 | 115 | 00.00% | Unchanged |
