| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | 0.02% | 0.01% | #2 | $16.0M | 505,211 | $11.9M | 420,220 | +84,991+20.23% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #4 | $221,420 | 6,985 | $282,720 | 10,005 | -3,020-30.18% | Reduce | |
| DHJJ Financial Advisors, Ltd. | 0.02% | 0.02% | #1 | $82,769 | 2,611 | $73,782 | 2,611 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #5 | $66,253 | 2,090 | $10,229 | 362 | +1,728+477.35% | Add | |
| IFP Advisors, Inc | <0.01% | <0.01% | #3 | $16,135 | 509 | $14,383 | 509 | 00.00% | Unchanged |
