| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #4 | $1.6M | 61,398 | $1.5M | 58,836 | +2,562+4.35% | Add | |
| &PARTNERS | 0.01% | 0.01% | #3 | $1.6M | 60,826 | $1.5M | 58,416 | +2,410+4.13% | Add | |
| VestGen Advisors, LLC | 0.02% | 0.01% | #1 | $611,724 | 23,914 | $349,345 | 13,625 | +10,289+75.52% | Add | |
| Virtus Fixed Income Advisers, LLC | 0.01% | <0.01% | #2 | $14,120 | 552 | $13,880 | 542 | +10+1.85% | Add |
