| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | <0.01% | <0.01% | #3 | $324,162 | 3,655 | $282,747 | 3,655 | 00.00% | Unchanged | |
| TrustWell Financial Advisors, LLC | 0.23% | — | #1 | $272,544 | 3,073 | $0 | 0 | +3,073 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #4 | $86,915 | 980 | $67,148 | 868 | +112+12.90% | Add | |
| Farther Finance Advisors, LLC | <0.01% | — | #2 | $74,328 | 838 | $0 | 0 | +838 | New Buy | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #5 | $45,000 | 510 | $39,000 | 510 | 00.00% | Unchanged |
