| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Summit Global Investments | 0.01% | <0.01% | #1 | $92,880 | 2.8M | $68,484 | 2.7M | +168,279+6.30% | Add | |
| Betterment LLC | <0.01% | <0.01% | #2 | $2,325 | 71,052 | $1,910 | 74,449 | -3,397-4.56% | Reduce | |
| MORGAN STANLEY | <0.01% | — | #3 | $215 | 6,563 | $0 | 0 | +6,563 | New Buy |