| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7.97% | 8.07% | #1 | $184.3M | 7.0M | $167.3M | 7.0M | +85,571+1.23% | Add | |
| CITADEL ADVISORS LLC | <0.01% | — | #4 | $635,961 | 24,294 | $0 | 0 | +24,294 | New Buy | |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.05% | — | #3 | $390,440 | 14,915 | $0 | 0 | +14,915 | New Buy | |
| Kensington Investment Counsel, LLC | 0.09% | — | #2 | $208,139 | 7,951 | $0 | 0 | +7,951 | New Buy | |
| FMR LLC | <0.01% | — | #5 | $209 | 8 | $0 | 0 | +8 | New Buy |
