| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | 0.6% | 0.52% | #1 | $389.5M | 12.6M | $318.5M | 11.8M | +821,984+6.95% | Add | |
| OLD MISSION CAPITAL LLC | 0.07% | — | #3 | $4.6M | 150,000 | $0 | 0 | +150,000 | New Buy | |
| Quantinno Capital Management LP | <0.01% | — | #5 | $632,663 | 20,537 | $0 | 0 | +20,537 | New Buy | |
| TRED AVON FAMILY WEALTH, LLC | 0.13% | 0.12% | #2 | $426,503 | 13,843 | $372,930 | 13,843 | 00.00% | Unchanged | |
| HB Wealth Management, LLC | <0.01% | — | #4 | $215,026 | 6,980 | $0 | 0 | +6,980 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | — | #6 | $12,930 | 419 | $0 | 0 | +419 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #7 | $3,111 | 101 | $0 | 0 | +101 | New Buy |
