| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Capital Management, Inc. | 1.68% | 1.46% | #1 | $27.7M | 1.0M | $25.9M | 1.0M | 00.00% | Unchanged | |
| RFG Advisory, LLC | 0.07% | 0.14% | #2 | $4.2M | 152,121 | $7.7M | 298,788 | -146,667-49.09% | Reduce | |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.01% | — | #3 | $532,291 | 19,250 | $0 | 0 | +19,250 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #4 | $1,023 | 37 | $0 | 0 | +37 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #5 | $28 | 1 | $26 | 1 | 00.00% | Unchanged |
