| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 0.14% | 0.12% | #1 | $408.3M | 10.7M | $361.4M | 9.3M | +1.4M+15.56% | Add | |
| Cresset Asset Management, LLC | 0.01% | <0.01% | #3 | $1.6M | 40,565 | $981,333 | 25,696 | +14,869+57.87% | Add | |
| OLD MISSION CAPITAL LLC | 0.01% | 0.01% | #2 | $661,040 | 16,324 | $477,834 | 12,512 | +3,812+30.47% | Add | |
| Atlantic Union Bankshares Corp | <0.01% | <0.01% | #4 | $100,064 | 2,471 | $94,368 | 2,471 | 00.00% | Unchanged | |
| AE Wealth Management LLC | <0.01% | — | #5 | $15,915 | 393 | $0 | 0 | +393 | New Buy | |
| Integrated Wealth Concepts LLC | <0.01% | — | #6 | $10,124 | 250 | $0 | 0 | +250 | New Buy |
