| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| North Capital, Inc. | 1.43% | 1.62% | #1 | $1.9M | 87,219 | $1.9M | 88,130 | -911-1.03% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | — | #3 | $1.1M | 51,161 | $0 | 0 | +51,161 | New Buy | |
| Hamilton Wealth, LLC | 0.05% | 0.05% | #2 | $253,529 | 11,713 | $254,095 | 11,713 | 00.00% | Unchanged | |
| MORGAN STANLEY | <0.01% | <0.01% | #5 | $32,511 | 1,502 | $108,579 | 5,864 | -4,362-74.39% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #4 | $21,883 | 1,011 | $155,346 | 7,161 | -6,150-85.88% | Reduce |
