| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | <0.01% | <0.01% | #2 | $582,267 | 20,347 | $617,272 | 33,709 | -13,362-39.64% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #3 | $335,134 | 11,711 | $184,510 | 10,076 | +1,635+16.23% | Add | |
| Tower Research Capital LLC (TRC) | 0.01% | 0.01% | #1 | $207,130 | 7,238 | $438,110 | 23,925 | -16,687-69.75% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #4 | $19,917 | 696 | $26,095 | 1,425 | -729-51.16% | Reduce |
