| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #2 | $13.1M | 385,530 | $10.7M | 367,423 | +18,107+4.93% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #4 | $1.5M | 45,304 | $845,722 | 28,910 | +16,394+56.71% | Add | |
| Robertson Stephens Wealth Management, LLC | 0.01% | 0.01% | #1 | $287,747 | 8,470 | $281,243 | 9,614 | -1,144-11.90% | Reduce | |
| Integrated Wealth Concepts LLC | <0.01% | — | #3 | $101,204 | 2,979 | $0 | 0 | +2,979 | New Buy | |
| FIFTH THIRD BANCORP | <0.01% | <0.01% | #5 | $67,469 | 1,986 | $58,098 | 1,986 | 00.00% | Unchanged |
