| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 0.02% | 0.02% | #1 | $98.1M | 4.9M | $97.8M | 4.9M | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | — | #3 | $652,843 | 32,351 | $0 | 0 | +32,351 | New Buy | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #2 | $281,435 | 13,929 | $1.1M | 57,041 | -43,112-75.58% | Reduce | |
| UBS Group AG | <0.01% | — | #4 | $20 | 1 | $0 | 0 | +1 | New Buy |
