| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ATX Financial Planning, LLC | 0.33% | 0.33% | #1 | $432,789 | 8,557 | $432,789 | 8,557 | 00.00% | Unchanged | |
| DHJJ Financial Advisors, Ltd. | 0.01% | 0.01% | #2 | $43,762 | 848 | $42,890 | 848 | 00.00% | Unchanged | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #4 | $40,000 | 780 | $39,000 | 780 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #5 | $27,557 | 534 | $2,529 | 50 | +484+968.00% | Add | |
| Essential Partners LLC | <0.01% | <0.01% | #3 | $5,161 | 100 | $5,058 | 100 | 00.00% | Unchanged |
