| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Summit Global Investments | 12.78% | 15.52% | #1 | $222.2M | 8.7M | $252.4M | 9.8M | -1.1M-11.37% | Reduce | |
| Betterment LLC | 0.03% | 0.04% | #3 | $19.3M | 757,431 | $19.3M | 753,162 | +4,269+0.57% | Add | |
| Beta Wealth Group, Inc. | 0.81% | 0.91% | #2 | $2.1M | 84,291 | $2.2M | 85,993 | -1,702-1.98% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | — | #5 | $290,840 | 11,411 | $0 | 0 | +11,411 | New Buy | |
| Transamerica Financial Advisors, LLC | <0.01% | <0.01% | #4 | $8,777 | 344 | $12,278 | 478 | -134-28.03% | Reduce |
