| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 0.65% | 0.64% | #1 | $8.3M | 335,562 | $7.3M | 294,895 | +40,667+13.79% | Add | |
| Lido Advisors, LLC | 0.01% | 0.01% | #3 | $1.9M | 74,589 | $1.9M | 75,611 | -1,022-1.35% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #5 | $343,598 | 13,813 | $469,378 | 18,968 | -5,155-27.18% | Reduce | |
| Global Financial Private Client, LLC | 0.06% | 0.07% | #2 | $227,134 | 9,131 | $225,954 | 9,131 | 00.00% | Unchanged | |
| FIFTH THIRD BANCORP | <0.01% | <0.01% | #4 | $173,230 | 6,964 | $172,330 | 6,964 | 00.00% | Unchanged |
