| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #3 | $80,611 | 3,240 | $101,715 | 4,118 | -878-21.32% | Reduce | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #1 | $24,606 | 989 | $7,830 | 317 | +672+211.99% | Add | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #2 | $716 | 29 | $716 | 29 | 00.00% | Unchanged |
