| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 0.71% | 0.8% | #1 | $27.5M | 1.1M | $26.7M | 1.1M | -42,276-3.82% | Reduce | |
| Bank of New York Mellon Corp | <0.01% | <0.01% | #4 | $10.2M | 394,080 | $9.6M | 399,443 | -5,363-1.34% | Reduce | |
| CAPTRUST FINANCIAL ADVISORS | 0.01% | 0.01% | #3 | $3.7M | 143,911 | $3.5M | 143,911 | 00.00% | Unchanged | |
| Huntleigh Advisors, Inc. | 0.06% | 0.06% | #2 | $403,849 | 15,647 | $361,170 | 14,968 | +679+4.54% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #5 | $210,676 | 8,163 | $259,941 | 10,773 | -2,610-24.23% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | — | #6 | $108,292 | 4,180 | $0 | 0 | +4,180 | New Buy |
