| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 0.06% | 0.07% | #1 | $940,082 | 94,766 | $943,811 | 94,005 | +761+0.81% | Add | |
| Financial Gravity Companies, Inc. | 0.01% | — | #2 | $58,823 | 5,841 | $0 | 0 | +5,841 | New Buy |
