| 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 | 0.59% | 0.58% | #1 | $7.6M | 301,746 | $6.6M | 265,263 | +36,483+13.75% | Add | |
| Lido Advisors, LLC | <0.01% | <0.01% | #3 | $1.4M | 57,709 | $1.3M | 51,810 | +5,899+11.39% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #5 | $890,325 | 35,457 | $1.0M | 40,992 | -5,535-13.50% | Reduce | |
| MONECO ADVISORS, LLC | 0.04% | — | #2 | $636,275 | 25,622 | $0 | 0 | +25,622 | New Buy | |
| FIFTH THIRD BANCORP | <0.01% | <0.01% | #4 | $172,220 | 6,860 | $170,848 | 6,860 | 00.00% | Unchanged |
