| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 0.18% | 0.17% | #1 | $827,631 | 45,300 | $603,364 | 32,300 | +13,000+40.25% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #4 | $25,647 | 1,403 | $5,539 | 297 | +1,106+372.39% | Add | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #2 | $18,554 | 1,015 | $5,837 | 313 | +702+224.28% | Add | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #3 | $578 | 31 | $578 | 31 | 00.00% | Unchanged |
