| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Summit Global Investments | 9.83% | 8.46% | #1 | $171.0M | 3.9M | $137.6M | 3.7M | +219,264+5.92% | Add | |
| Betterment LLC | 0.01% | 0.01% | #2 | $3.4M | 79,087 | $2.9M | 77,896 | +1,191+1.53% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | — | #6 | $1.6M | 36,129 | $0 | 0 | +36,129 | New Buy | |
| LPL Financial LLC | <0.01% | <0.01% | #5 | $746,884 | 17,135 | $596,779 | 16,065 | +1,070+6.66% | Add | |
| IMA Advisory Services, Inc. | <0.01% | — | #3 | $66,472 | 1,525 | $0 | 0 | +1,525 | New Buy | |
| Transamerica Financial Advisors, LLC | <0.01% | <0.01% | #4 | $24,475 | 561 | $20,859 | 561 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #7 | $24,235 | 556 | $557 | 15 | +541+3,606.67% | Add |
