| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 8.91% | — | #1 | $15.97B | 22,275 | $0 | 0 | +22,275 | New Buy | |
| ATX Financial Planning, LLC | 1.07% | 1.06% | #2 | $1.4M | 41,084 | $1.4M | 41,084 | 00.00% | Unchanged | |
| Geneos Wealth Management Inc. | 0.01% | 0.01% | #3 | $610,251 | 15,660 | $572,172 | 16,794 | -1,134-6.75% | Reduce | |
| Summit Financial, LLC | <0.01% | <0.01% | #4 | $360,235 | 9,243 | $311,044 | 9,129 | +114+1.25% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | — | #5 | $214,044 | 5,492 | $0 | 0 | +5,492 | New Buy |
