| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Natixis Investment Managers, LLC | 28.58% | 67.15% | #1 | $49.5M | 1.9M | $51.6M | 1.9M | 00.00% | Unchanged | |
| Appalachian Capital Management Ltd | 6.38% | 6.51% | #2 | $8.8M | 341,539 | $8.1M | 338,454 | +3,085+0.91% | Add | |
| MBE Wealth Management, LLC | 0.42% | — | #3 | $1.2M | 46,230 | $0 | 0 | +46,230 | New Buy | |
| CITADEL ADVISORS LLC | <0.01% | — | #6 | $406,648 | 15,790 | $0 | 0 | +15,790 | New Buy | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #5 | $346,719 | 13,463 | $229,350 | 9,537 | +3,926+41.17% | Add | |
| Worth Financial Advisory Group, LLC | 0.12% | — | #4 | $288,645 | 11,208 | $0 | 0 | +11,208 | New Buy |
