| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| One Capital Management, LLC | 0.89% | 0.87% | #1 | $31.6M | 1.4M | $31.6M | 1.4M | 00.00% | Unchanged | |
| Capital Analysts, LLC | 0.02% | 0.02% | #3 | $816,029 | 34,888 | $796,000 | 34,276 | +612+1.79% | Add | |
| GTS SECURITIES LLC | 0.01% | 0.01% | #4 | $275,370 | 11,773 | $263,023 | 12,008 | -235-1.96% | Reduce | |
| Family Manage LLC | 0.02% | — | #2 | $202,557 | 8,660 | $0 | 0 | +8,660 | New Buy | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | — | #5 | $15,835 | 677 | $0 | 0 | +677 | New Buy | |
| NATIONAL BANK OF CANADA /FI/ | <0.01% | <0.01% | #6 | $7,298 | 312 | $8,183 | 374 | -62-16.58% | Reduce |
