| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | 2.99% | 2.73% | #1 | $105.9M | 2.4M | $83.1M | 2.3M | +188,459+8.37% | Add | |
| Signal Advisors Wealth, LLC | 0.06% | 0.21% | #2 | $1.2M | 27,672 | $3.1M | 82,758 | -55,086-66.56% | Reduce | |
| GTS SECURITIES LLC | 0.01% | 0.02% | #3 | $543,346 | 12,527 | $622,004 | 16,867 | -4,340-25.73% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #5 | $41,899 | 966 | $31,825 | 863 | +103+11.94% | Add | |
| Global Retirement Partners, LLC | <0.01% | — | #4 | $22,771 | 525 | $0 | 0 | +525 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #6 | $518 | 12 | $3,222 | 90 | -78-86.67% | Reduce |
