| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NWM ADVISORS, LLC | 1.31% | 2.95% | #1 | $1.7M | 77,907 | $3.2M | 173,108 | -95,201-55.00% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #3 | $1.6M | 72,502 | $1.3M | 70,327 | +2,175+3.09% | Add | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #4 | $391,411 | 18,266 | $460,266 | 24,625 | -6,359-25.82% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | — | #5 | $354,015 | 16,521 | $0 | 0 | +16,521 | New Buy | |
| MONECO ADVISORS, LLC | 0.02% | — | #2 | $296,009 | 13,814 | $0 | 0 | +13,814 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #6 | $248,605 | 11,554 | $57,499 | 3,148 | +8,406+267.03% | Add | |
| UBS Group AG | <0.01% | — | #7 | $3,343 | 156 | $0 | 0 | +156 | New Buy |
