| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | 20.28% | 20.21% | #1 | $276.8M | 9.1M | $242.5M | 9.1M | +24,960+0.28% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #3 | $214,000 | 7,022 | $30,000 | 1,104 | +5,918+536.05% | Add | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | <0.01% | <0.01% | #2 | $16,623 | 546 | $14,606 | 546 | 00.00% | Unchanged |