| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #1 | $2.2M | 177,113 | $2.2M | 176,604 | +509+0.29% | Add | |
| MORGAN STANLEY | <0.01% | — | #2 | $31,969 | 2,517 | $0 | 0 | +2,517 | New Buy |