| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 2.53% | 3.71% | #1 | $70.5M | 3.7M | $69.4M | 3.1M | +646,125+20.96% | Add | |
| KINGSWOOD WEALTH ADVISORS, LLC | 0.01% | 0.02% | #2 | $282,477 | 14,930 | $490,824 | 21,830 | -6,900-31.61% | Reduce | |
| UBS Group AG | <0.01% | — | #4 | $8,609 | 455 | $0 | 0 | +455 | New Buy | |
| Integrated Wealth Concepts LLC | <0.01% | — | #3 | $4,352 | 230 | $0 | 0 | +230 | New Buy |
