| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 0.04% | 0.03% | #3 | $122.4M | 3.0M | $101.8M | 2.5M | +488,891+19.26% | Add | |
| ARQ WEALTH ADVISORS, LLC | 0.07% | 0.08% | #2 | $589,815 | 13,878 | $427,255 | 10,573 | +3,305+31.26% | Add | |
| Worth Financial Advisory Group, LLC | 0.17% | 2.48% | #1 | $411,097 | 9,698 | $5.5M | 9,722 | -24-0.25% | Reduce | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #4 | $82,660 | 1,950 | $78,800 | 1,950 | 00.00% | Unchanged | |
| Integrated Wealth Concepts LLC | <0.01% | — | #5 | $10,597 | 250 | $0 | 0 | +250 | New Buy | |
| UBS Group AG | <0.01% | — | #6 | $424 | 10 | $0 | 0 | +10 | New Buy |
