| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | <0.01% | <0.01% | #1 | $825,331 | 21,257 | $707,267 | 21,459 | -202-0.94% | Reduce | |
| BlackRock, Inc. | <0.01% | <0.01% | #4 | $582,395 | 15,000 | $1.5M | 46,000 | -31,000-67.39% | Reduce | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #3 | $104,831 | 2,700 | $0 | 0 | +2,700 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #6 | $7,726 | 199 | $2,208 | 67 | +132+197.01% | Add | |
| ASSETMARK, INC | <0.01% | — | #5 | $3,883 | 100 | $0 | 0 | +100 | New Buy | |
| Institute for Wealth Management, LLC. | <0.01% | — | #2 | $3,421 | 88 | $0 | 0 | +88 | New Buy |
