| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 0.02% | 0.02% | #1 | $227,125 | 12,500 | $229,500 | 12,500 | 00.00% | Unchanged | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #2 | $38,361 | 2,058 | $11,897 | 648 | +1,410+217.59% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #3 | $19,199 | 1,030 | $18,856 | 1,027 | +3+0.29% | Add |