| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #2 | $11,361 | 585 | $3,428 | 177 | +408+230.51% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #3 | $6,545 | 337 | $6,644 | 343 | -6-1.75% | Reduce | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #1 | $697 | 36 | $697 | 36 | 00.00% | Unchanged |
