| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 1.96% | 7.36% | #1 | $10.3M | 367,969 | $98.3M | 4.2M | -3.8M-91.20% | Reduce | |
| ALONGSIDE, LLC | 1.96% | — | #2 | $10.3M | 367,969 | $0 | 0 | +367,969 | New Buy | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | — | #3 | $1.8M | 64,710 | $0 | 0 | +64,710 | New Buy | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #4 | $401,951 | 14,429 | $401,000 | 17,362 | -2,933-16.89% | Reduce | |
| UBS Group AG | <0.01% | — | #5 | $5,076 | 182 | $0 | 0 | +182 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | — | #6 | $2,766 | 100 | $0 | 0 | +100 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #7 | $390 | 14 | $0 | 0 | +14 | New Buy |
