| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| PGIM Custom Harvest LLC | 0.55% | 0.41% | #1 | $43.6M | 1.7M | $26.2M | 1.1M | +573,385+52.32% | Add | |
| Sanctuary Advisors, LLC | <0.01% | <0.01% | #3 | $398,761 | 15,272 | $328,655 | 13,734 | +1,538+11.20% | Add | |
| Daybright Advisory Services, Inc. | 0.05% | — | #2 | $223,182 | 8,464 | $0 | 0 | +8,464 | New Buy | |
| JANE STREET GROUP, LLC | <0.01% | — | #5 | $222,123 | 8,507 | $0 | 0 | +8,507 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | — | #6 | $66,607 | 2,551 | $0 | 0 | +2,551 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #7 | $33,761 | 1,293 | $0 | 0 | +1,293 | New Buy | |
| PRIVATE TRUST CO NA | <0.01% | <0.01% | #4 | $1,958 | 75 | $1,795 | 75 | 00.00% | Unchanged |
