| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Summit Global Investments | 5.72% | 5.16% | #1 | $99.5M | 3.1M | $83.9M | 3.0M | +129,435+4.31% | Add | |
| Betterment LLC | <0.01% | <0.01% | #3 | $1.2M | 37,574 | $1.1M | 38,245 | -671-1.75% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #4 | $583,306 | 18,357 | $468,945 | 16,786 | +1,571+9.36% | Add | |
| Transamerica Financial Advisors, LLC | 0.03% | 0.03% | #2 | $373,703 | 11,760 | $329,084 | 11,779 | -19-0.16% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #5 | $241,622 | 7,604 | $340,269 | 12,180 | -4,576-37.57% | Reduce | |
| MORGAN STANLEY | <0.01% | — | #6 | $57,705 | 1,816 | $0 | 0 | +1,816 | New Buy |
