| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 0.36% | 0.28% | #2 | $23.7M | 480,470 | $17.4M | 352,537 | +127,933+36.29% | Add | |
| Angel Oak Capital Advisors, LLC | 5.94% | 3.8% | #1 | $4.7M | 95,400 | $3.4M | 69,100 | +26,300+38.06% | Add | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #3 | $249,316 | 5,052 | $1.1M | 23,242 | -18,190-78.26% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #4 | $7,057 | 143 | $2,226 | 45 | +98+217.78% | Add |
