| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| RFG Advisory, LLC | 4.28% | 3.65% | #1 | $273.8M | 8.6M | $198.6M | 7.4M | +1.2M+15.96% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | — | #4 | $789,665 | 24,887 | $0 | 0 | +24,887 | New Buy | |
| RITHOLTZ WEALTH MANAGEMENT | 0.01% | — | #2 | $535,497 | 16,877 | $0 | 0 | +16,877 | New Buy | |
| GTS SECURITIES LLC | 0.01% | 0.01% | #3 | $303,751 | 9,573 | $236,331 | 8,855 | +718+8.11% | Add | |
| ROYAL BANK OF CANADA | <0.01% | — | #5 | $16,000 | 515 | $0 | 0 | +515 | New Buy |
