| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MARKETING CORPORATION | 100% | 100% | #1 | $39.0M | 525,000 | $39.1M | 525,000 | 00.00% | Unchanged | |
| Koshinski Asset Management, Inc. | 0.03% | 0.03% | #2 | $533,762 | 7,180 | $530,502 | 7,130 | +50+0.70% | Add | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #5 | $368,801 | 4,961 | $289,284 | 3,888 | +1,073+27.60% | Add | |
| Farther Finance Advisors, LLC | <0.01% | <0.01% | #4 | $56,580 | 760 | $56,343 | 760 | 00.00% | Unchanged | |
| Institute for Wealth Management, LLC. | <0.01% | — | #3 | $45,259 | 609 | $0 | 0 | +609 | New Buy | |
| UBS Group AG | <0.01% | — | #6 | $39,623 | 533 | $0 | 0 | +533 | New Buy |
