| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | 0.55% | 0.57% | #1 | $40.6M | 1.6M | $36.7M | 1.4M | +125,018+8.71% | Add | |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 0.25% | 0.26% | #2 | $2.5M | 95,076 | $2.5M | 97,922 | -2,846-2.91% | Reduce | |
| GTS SECURITIES LLC | 0.01% | — | #3 | $392,028 | 15,067 | $0 | 0 | +15,067 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #5 | $20,425 | 785 | $20,088 | 785 | 00.00% | Unchanged | |
| AMERIFLEX GROUP, INC. | <0.01% | <0.01% | #4 | $6,557 | 252 | $6,447 | 252 | 00.00% | Unchanged |
