| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #3 | $7.3M | 155,212 | $7.8M | 197,197 | -41,985-21.29% | Reduce | |
| FORTEM FINANCIAL GROUP, LLC | 0.69% | 0.71% | #1 | $3.4M | 72,045 | $2.8M | 71,503 | +542+0.76% | Add | |
| Highland Investment Advisors LLC | 0.21% | — | #2 | $490,330 | 10,404 | $0 | 0 | +10,404 | New Buy | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #6 | $296,159 | 6,284 | $1.5M | 37,422 | -31,138-83.21% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #5 | $277,543 | 5,889 | $279,631 | 7,034 | -1,145-16.28% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #4 | $149,117 | 3,164 | $34,423 | 866 | +2,298+265.36% | Add |
