| 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 | 2.02% | 1.57% | #1 | $114.8M | 3.8M | $114.8M | 3.8M | 00.00% | Unchanged | |
| LPL Financial LLC | <0.01% | <0.01% | #4 | $1.5M | 42,687 | $505,643 | 16,912 | +25,775+152.41% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #6 | $492,341 | 13,761 | $411,433 | 13,761 | 00.00% | Unchanged | |
| WBI INVESTMENTS, LLC | 0.12% | 0.09% | #2 | $485,121 | 13,559 | $299,755 | 10,026 | +3,533+35.24% | Add | |
| MILLINGTON SECURITIES, LLC | 0.11% | — | #3 | $299,755 | 10,026 | $0 | 0 | +10,026 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #7 | $75,420 | 2,108 | $0 | 0 | +2,108 | New Buy | |
| AE Wealth Management LLC | <0.01% | <0.01% | #5 | $17,460 | 488 | $14,590 | 488 | 00.00% | Unchanged |
