| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | <0.01% | 0.01% | #3 | $11.1M | 218,544 | $11.0M | 218,543 | +1+0.00% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #4 | $2.4M | 47,759 | $2.6M | 50,866 | -3,107-6.11% | Reduce | |
| Weaver Consulting Group | 0.4% | 0.5% | #1 | $1.9M | 38,321 | $2.1M | 41,288 | -2,967-7.19% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #5 | $1.5M | 29,639 | $1.8M | 35,025 | -5,386-15.38% | Reduce | |
| Dynamic Advisor Solutions LLC | 0.01% | — | #2 | $251,209 | 4,961 | $0 | 0 | +4,961 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #6 | $63,648 | 1,257 | $63,317 | 1,257 | 00.00% | Unchanged |
