| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MANCHESTER FINANCIAL INC | 0.34% | 0.28% | #1 | $1.9M | 71,673 | $1.5M | 64,838 | +6,835+10.54% | Add | |
| Summit Financial, LLC | 0.02% | — | #2 | $1.9M | 71,142 | $0 | 0 | +71,142 | New Buy | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #5 | $418,000 | 15,673 | $33,000 | 1,466 | +14,207+969.10% | Add | |
| Betterment LLC | <0.01% | <0.01% | #4 | $333,670 | 12,519 | $233,000 | 10,209 | +2,310+22.63% | Add | |
| VestGen Advisors, LLC | 0.01% | 0.01% | #3 | $277,832 | 10,424 | $361,222 | 13,491 | -3,067-22.73% | Reduce | |
| Aptus Capital Advisors, LLC | <0.01% | <0.01% | #6 | $5,730 | 215 | $4,902 | 215 | 00.00% | Unchanged |
