| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 0.03% | 0.02% | #2 | $150.3M | 4.9M | $111.2M | 4.5M | +354,588+7.88% | Add | |
| Horizon Family Wealth, Inc. | 1.02% | — | #1 | $2.2M | 72,025 | $0 | 0 | +72,025 | New Buy | |
| CITADEL ADVISORS LLC | <0.01% | — | #3 | $302,092 | 9,763 | $0 | 0 | +9,763 | New Buy |
