| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Cerity Partners LLC | 0.04% | 0.05% | #1 | $34.6M | 1.6M | $32.7M | 1.5M | +34,858+2.30% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #4 | $558,626 | 25,090 | $297,933 | 13,850 | +11,240+81.16% | Add | |
| OLD MISSION CAPITAL LLC | 0.01% | <0.01% | #2 | $473,752 | 21,278 | $233,076 | 10,835 | +10,443+96.38% | Add | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #3 | $242,131 | 10,875 | $233,936 | 10,875 | 00.00% | Unchanged | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #5 | $9,481 | 426 | $9,162 | 426 | 00.00% | Unchanged | |
| MORGAN STANLEY | <0.01% | <0.01% | #6 | $30 | 1 | $32,768 | 1,551 | -1,550-99.94% | Reduce | |
| BlackRock, Inc. | <0.01% | — | #7 | $19 | 1 | $0 | 0 | +1 | New Buy |
