| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 1.69% | 1.31% | #1 | $95.9M | 3.3M | $95.9M | 3.3M | 00.00% | Unchanged | |
| WBI INVESTMENTS, LLC | 0.44% | 0.47% | #3 | $1.8M | 59,132 | $1.6M | 54,276 | +4,856+8.95% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #6 | $1.6M | 54,530 | $1.5M | 52,161 | +2,369+4.54% | Add | |
| MILLINGTON SECURITIES, LLC | 0.6% | — | #2 | $1.6M | 54,276 | $0 | 0 | +54,276 | New Buy | |
| HRT FINANCIAL LP | <0.01% | — | #5 | $686,575 | 22,904 | $0 | 0 | +22,904 | New Buy | |
| WEST MICHIGAN ADVISORS, LLC | 0.07% | 0.08% | #4 | $348,437 | 11,888 | $348,437 | 11,888 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | — | #7 | $29,017 | 968 | $0 | 0 | +968 | New Buy |