| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 0.03% | 0.03% | #1 | $8.9M | 297,703 | $8.0M | 289,299 | +8,404+2.90% | Add | |
| CARY STREET PARTNERS FINANCIAL LLC | 0.03% | — | #2 | $1.2M | 41,386 | $0 | 0 | +41,386 | New Buy | |
| GTS SECURITIES LLC | <0.01% | 0.01% | #3 | $231,224 | 7,717 | $376,414 | 13,587 | -5,870-43.20% | Reduce | |
| FIFTH THIRD BANCORP | <0.01% | <0.01% | #4 | $100,775 | 3,363 | $93,179 | 3,363 | 00.00% | Unchanged | |
| MORGAN STANLEY | <0.01% | <0.01% | #5 | $74,698 | 2,493 | $71,288 | 2,493 | 00.00% | Unchanged |
