| 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 | $12.1M | 400,000 | $10.5M | 400,000 | 00.00% | Unchanged | |
| HARBOUR INVESTMENTS, INC. | <0.01% | — | #1 | $223,305 | 7,402 | $0 | 0 | +7,402 | New Buy | |
| Concord Wealth Partners | <0.01% | — | #2 | $8,370 | 277 | $0 | 0 | +277 | New Buy | |
| UBS Group AG | <0.01% | — | #4 | $121 | 4 | $0 | 0 | +4 | New Buy |
