| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NICOLET BANKSHARES INC | 0.15% | 0.13% | #2 | $4.8M | 174,260 | $3.4M | 126,407 | +47,853+37.86% | Add | |
| BIP Wealth, LLC | 0.04% | 0.04% | #3 | $1.4M | 50,169 | $968,503 | 36,135 | +14,034+38.84% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #4 | $819,270 | 29,577 | $625,880 | 23,352 | +6,225+26.66% | Add | |
| JANE STREET GROUP, LLC | <0.01% | — | #5 | $362,732 | 13,095 | $0 | 0 | +13,095 | New Buy | |
| Sherman Wealth Management LLC | 0.18% | 0.18% | #1 | $232,686 | 8,400 | $210,095 | 7,839 | +561+7.16% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #6 | $16,145 | 578 | $1,062 | 40 | +538+1,345.00% | Add |
