| 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 | 0.08% | 0.09% | #1 | $479,446 | 20,350 | $475,579 | 20,350 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.05% | — | #2 | $215,414 | 9,143 | $0 | 0 | +9,143 | New Buy | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #3 | $20,480 | 856 | $6,599 | 278 | +578+207.91% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #5 | $6,691 | 284 | $6,777 | 290 | -6-2.07% | Reduce | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #4 | $584 | 25 | $584 | 25 | 00.00% | Unchanged |
