| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 0.99% | 0.77% | #1 | $56.2M | 2.2M | $56.2M | 2.2M | 00.00% | Unchanged | |
| LPL Financial LLC | <0.01% | <0.01% | #2 | $623,135 | 25,167 | $282,188 | 10,994 | +14,173+128.92% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #3 | $542,813 | 21,923 | $562,683 | 21,922 | +1+0.00% | Add | |
| JPMORGAN CHASE & CO | <0.01% | — | #5 | $47,702 | 1,925 | $0 | 0 | +1,925 | New Buy | |
| AE Wealth Management LLC | <0.01% | <0.01% | #4 | $6,586 | 266 | $6,828 | 266 | 00.00% | Unchanged | |
| MORGAN STANLEY | <0.01% | — | #6 | $5,373 | 217 | $0 | 0 | +217 | New Buy | |
| UBS Group AG | <0.01% | — | #7 | $1,362 | 55 | $0 | 0 | +55 | New Buy |
