| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Summit Global Investments | 5.33% | 5.12% | #1 | $92.7M | 2.7M | $83.2M | 2.5M | +111,118+4.36% | Add | |
| IMA Advisory Services, Inc. | <0.01% | — | #2 | $70,623 | 2,025 | $0 | 0 | +2,025 | New Buy | |
| Transamerica Financial Advisors, LLC | <0.01% | <0.01% | #3 | $24,232 | 694 | $27,887 | 853 | -159-18.64% | Reduce |
