| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | <0.01% | <0.01% | #1 | $256,829 | 5,302 | $214,580 | 4,338 | +964+22.22% | Add | |
| Integrated Wealth Concepts LLC | <0.01% | — | #2 | $242 | 5 | $0 | 0 | +5 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #3 | $145 | 3 | $148 | 3 | 00.00% | Unchanged |
