| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| INVESTED ADVISORS | 0.3% | — | #1 | $342,289 | 10,147 | $0 | 0 | +10,147 | New Buy | |
| Ascentis Independent Advisors | 0.04% | 0.04% | #2 | $302,594 | 10,949 | $566,661 | 20,504 | -9,555-46.60% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | — | #5 | $2,765 | 83 | $0 | 0 | +83 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #4 | $1,282 | 38 | $912 | 33 | +5+15.15% | Add | |
| Ascentis Wealth Management, LLC | <0.01% | 0.06% | #3 | $746 | 27 | $288,000 | 10,421 | -10,394-99.74% | Reduce |
