| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 8.77% | 8.88% | #2 | $141.7M | 5.1M | $128.2M | 4.8M | +266,448+5.53% | Add | |
| BRIAN LOW FINANCIAL GROUP, LLC | 12.54% | 12.81% | #1 | $21.5M | 771,572 | $18.8M | 708,588 | +62,984+8.89% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #4 | $381,158 | 13,678 | $257,917 | 9,696 | +3,982+41.07% | Add | |
| Clearstead Advisors, LLC | <0.01% | — | #3 | $182,526 | 6,550 | $0 | 0 | +6,550 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #5 | $32,715 | 1,174 | $3,325 | 125 | +1,049+839.20% | Add |
