| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Estate Counselors, LLC | 30.87% | 30.32% | #1 | $359.1M | 12.2M | $340.6M | 12.1M | +39,879+0.33% | Add | |
| MORGAN STANLEY | <0.01% | — | #2 | $583,481 | 19,787 | $0 | 0 | +19,787 | New Buy | |
| FMR LLC | <0.01% | <0.01% | #3 | $29 | 1 | $28 | 1 | 00.00% | Unchanged |