| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| JIM SAULNIER & ASSOCIATES, LLC | 0.34% | 0.4% | #1 | $846,855 | 32,672 | $818,901 | 32,672 | 00.00% | Unchanged | |
| OLD MISSION CAPITAL LLC | 0.01% | 0.01% | #2 | $530,889 | 20,482 | $675,906 | 26,967 | -6,485-24.05% | Reduce | |
| CENTAURUS FINANCIAL, INC. | <0.01% | 0.01% | #3 | $113,866 | 4,393 | $110,000 | 4,394 | -1-0.02% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #4 | $25,920 | 1,000 | $25,064 | 1,000 | 00.00% | Unchanged |
