| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS | 0.28% | 0.27% | #2 | $181.3M | 5.5M | $155.1M | 5.5M | 00.00% | Unchanged | |
| Sonoma Allocations LLC | 0.43% | 0.19% | #1 | $1.1M | 34,538 | $562,758 | 19,798 | +14,740+74.45% | Add | |
| CITADEL ADVISORS LLC | <0.01% | — | #4 | $233,733 | 7,151 | $0 | 0 | +7,151 | New Buy | |
| Integrated Wealth Concepts LLC | <0.01% | — | #3 | $26,522 | 811 | $0 | 0 | +811 | New Buy | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #6 | $22,000 | 681 | $460,000 | 16,462 | -15,781-95.86% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #7 | $1,536 | 47 | $7,019 | 251 | -204-81.27% | Reduce | |
| EverSource Wealth Advisors, LLC | <0.01% | <0.01% | #5 | $588 | 18 | $503 | 18 | 00.00% | Unchanged |
