| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #1 | $1.3M | 23,268 | $832,632 | 18,766 | +4,502+23.99% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #2 | $38,201 | 666 | $29,550 | 666 | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | — | #3 | $11,228 | 200 | $0 | 0 | +200 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #4 | $2,008 | 35 | $6,434 | 145 | -110-75.86% | Reduce | |
| MORGAN STANLEY | <0.01% | — | #5 | $78 | 1 | $0 | 0 | +1 | New Buy |
