| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Estate Counselors, LLC | 32.82% | 31.65% | #1 | $381.8M | 11.6M | $355.5M | 11.9M | -272,414-2.29% | Reduce | |
| MORGAN STANLEY | <0.01% | — | #2 | $162,734 | 4,961 | $0 | 0 | +4,961 | New Buy |
