| 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% | #4 | $51,681 | 2,050 | $51,599 | 2,050 | 00.00% | Unchanged | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #2 | $13,260 | 526 | $4,405 | 175 | +351+200.57% | Add | |
| VIMA LLC | 0.01% | — | #1 | $5,874 | 233 | $0 | 0 | +233 | New Buy | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #3 | $251 | 10 | $251 | 10 | 00.00% | Unchanged |