| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #1 | $28,228 | 1,529 | $8,311 | 439 | +1,090+248.29% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #3 | $12,869 | 704 | $12,587 | 676 | +28+4.14% | Add | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #2 | $428 | 23 | $428 | 23 | 00.00% | Unchanged |
