| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| PMG Family Office LLC | 2.6% | 2.5% | #1 | $2.8M | 66,166 | $2.2M | 65,697 | +469+0.71% | Add | |
| Mission Financial Group, LLC | 0.81% | 0.85% | #2 | $972,567 | 22,852 | $906,089 | 24,948 | -2,096-8.40% | Reduce | |
| Triumph Capital Management | 0.07% | 0.06% | #3 | $406,618 | 9,554 | $308,986 | 9,082 | +472+5.20% | Add | |
| JANE STREET GROUP, LLC | <0.01% | — | #4 | $368,995 | 8,670 | $0 | 0 | +8,670 | New Buy | |
| IFP Advisors, Inc | <0.01% | — | #5 | $213 | 5 | $0 | 0 | +5 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #6 | $101 | 2 | $75 | 2 | 00.00% | Unchanged |
