| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | 0.01% | 0.01% | #2 | $1.9M | 77,725 | $2.0M | 82,382 | -4,657-5.65% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #4 | $1.6M | 62,998 | $1.5M | 62,633 | +365+0.58% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #5 | $1.3M | 51,179 | $1.2M | 49,145 | +2,034+4.14% | Add | |
| Mutual Advisors, LLC | 0.01% | 0.01% | #3 | $274,584 | 11,126 | $249,670 | 10,100 | +1,026+10.16% | Add | |
| Belpointe Asset Management LLC | 0.01% | — | #1 | $244,961 | 9,926 | $0 | 0 | +9,926 | New Buy |
