| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Brookwood Investment Group LLC | 0.48% | — | #1 | $4.3M | 170,911 | $0 | 0 | +170,911 | New Buy | |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 0.48% | 0.54% | #2 | $1.4M | 56,316 | $1.5M | 58,678 | -2,362-4.03% | Reduce | |
| Integrated Wealth Concepts LLC | <0.01% | — | #3 | $151,604 | 6,074 | $0 | 0 | +6,074 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #4 | $150 | 6 | $25 | 1 | +5+500.00% | Add |