| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 0.01% | 0.01% | #2 | $539,495 | 34,964 | $571,618 | 33,384 | +1,580+4.73% | Add | |
| MOR Wealth Management, LLC | 0.2% | 0.2% | #1 | $508,812 | 38,900 | $434,259 | 27,214 | +11,686+42.94% | Add | |
| FLOW TRADERS U.S. LLC | 0.01% | — | #3 | $201,288 | 15,389 | $0 | 0 | +15,389 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #4 | $16,350 | 1,250 | $19,950 | 1,250 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | — | #6 | $7,848 | 600 | $0 | 0 | +600 | New Buy | |
| Integrated Wealth Concepts LLC | <0.01% | — | #5 | $1,896 | 145 | $0 | 0 | +145 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | — | #7 | $81 | 6 | $0 | 0 | +6 | New Buy |
