| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | 0.02% | 0.04% | #2 | $407,846 | 41,830 | $563,560 | 57,678 | -15,848-27.48% | Reduce | |
| BEACON INVESTMENT ADVISORS LLC | 0.07% | 0.09% | #1 | $225,595 | 23,055 | $225,268 | 23,055 | 00.00% | Unchanged | |
| OLD MISSION CAPITAL LLC | <0.01% | — | #3 | $112,967 | 11,545 | $0 | 0 | +11,545 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #5 | $2,720 | 278 | $2,042 | 209 | +69+33.01% | Add | |
| Coppell Advisory Solutions LLC | <0.01% | — | #4 | $1,096 | 2.0M | $0 | 0 | +2.0M | New Buy | |
| FMR LLC | <0.01% | — | #6 | $10 | 1 | $0 | 0 | +1 | New Buy |