| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #2 | $13.7M | 200,000 | $11.6M | 200,000 | 00.00% | Unchanged | |
| Geneos Wealth Management Inc. | 0.15% | 0.2% | #1 | $7.5M | 108,927 | $8.5M | 143,935 | -35,008-24.32% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | — | #5 | $987,418 | 14,309 | $0 | 0 | +14,309 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | — | #4 | $75,822 | 1,096 | $0 | 0 | +1,096 | New Buy | |
| Allworth Financial LP | <0.01% | — | #6 | $13,802 | 200 | $0 | 0 | +200 | New Buy | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | <0.01% | <0.01% | #3 | $4,624 | 67 | $3,961 | 67 | 00.00% | Unchanged |
