| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Castleview Partners, LLC | 3.96% | 4.33% | #1 | $9.0M | 330,184 | $8.4M | 299,717 | +30,467+10.17% | Add | |
| Auour Investments LLC | 0.85% | 1.07% | #2 | $3.0M | 108,782 | $3.4M | 120,891 | -12,109-10.02% | Reduce | |
| Camarda Financial Advisors, LLC | 0.57% | 0.99% | #3 | $1.9M | 69,519 | $1.9M | 66,876 | +2,643+3.95% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | — | #5 | $940,821 | 34,456 | $0 | 0 | +34,456 | New Buy | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #6 | $468,335 | 17,152 | $433,142 | 15,376 | +1,776+11.55% | Add | |
| Diesslin Group, Inc. | 0.12% | 0.12% | #4 | $298,371 | 10,927 | $255,727 | 9,078 | +1,849+20.37% | Add |
