| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 2.61% | 2.54% | #1 | $24.7M | 24.7M | $24.7M | 24.7M | 00.00% | Unchanged | |
| Westside Investment Management, Inc. | 0.92% | 0.84% | #2 | $7.0M | 7.0M | $5.4M | 5.4M | +1.5M+27.98% | Add | |
| Vermillion Wealth Management, Inc. | 0.22% | — | #3 | $949,984 | 949,984 | $0 | 0 | +949,984 | New Buy |
