| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | <0.01% | <0.01% | #3 | $11.1M | 400,000 | $9.9M | 400,000 | 00.00% | Unchanged | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | — | #2 | $1.0M | 37,280 | $0 | 0 | +37,280 | New Buy | |
| Lido Advisors, LLC | <0.01% | <0.01% | #1 | $747,097 | 27,010 | $668,984 | 27,010 | 00.00% | Unchanged | |
| IFP Advisors, Inc | <0.01% | — | #4 | $1,383 | 50 | $0 | 0 | +50 | New Buy |
