| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | <0.01% | <0.01% | #1 | $716,946 | 18,668 | $626,976 | 18,675 | -7-0.04% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #4 | $196,000 | 5,116 | $614,000 | 18,286 | -13,170-72.02% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #3 | $100,122 | 2,607 | $94,641 | 2,819 | -212-7.52% | Reduce | |
| Clearstead Advisors, LLC | <0.01% | <0.01% | #2 | $32,645 | 850 | $28,538 | 850 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #5 | $5,838 | 152 | $3,156 | 94 | +58+61.70% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #6 | $762 | 20 | $655 | 20 | 00.00% | Unchanged |
