| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| WHALEROCK POINT PARTNERS, LLC | 0.15% | 0.17% | #1 | $902,000 | 40,000 | $897,600 | 40,000 | 00.00% | Unchanged | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #3 | $25,166 | 1,116 | $8,056 | 359 | +757+210.86% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #5 | $9,787 | 434 | $9,941 | 443 | -9-2.03% | Reduce | |
| Comprehensive Financial Planning, Inc./PA | <0.01% | <0.01% | #2 | $2,571 | 114 | $2,558 | 114 | 00.00% | Unchanged | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #4 | $157 | 7 | $157 | 7 | 00.00% | Unchanged |
