| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Savvy Advisors, Inc. | 1.04% | 1.3% | #1 | $49.2M | 2.3M | $48.5M | 2.2M | +36,343+1.64% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #2 | $484,135 | 22,213 | $485,576 | 22,213 | 00.00% | Unchanged | |
| JANE STREET GROUP, LLC | <0.01% | — | #3 | $438,343 | 20,112 | $0 | 0 | +20,112 | New Buy | |
| UBS Group AG | <0.01% | — | #4 | $102,502 | 4,703 | $0 | 0 | +4,703 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | — | #5 | $10,338 | 473 | $0 | 0 | +473 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #6 | $22 | 1 | $41 | 1 | 00.00% | Unchanged |
