| 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 | $113.8M | 3.9M | $102.4M | 3.9M | -79,000-2.01% | Reduce | |
| Legacy Wealth Partners, LLC | 0.28% | — | #1 | $1.3M | 42,174 | $0 | 0 | +42,174 | New Buy |
