| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 0.03% | — | #1 | $1.2M | 60,472 | $0 | 0 | +60,472 | New Buy | |
| Sterling Capital Management LLC | 0.01% | 0.01% | #2 | $311,063 | 15,750 | $315,473 | 15,750 | 00.00% | Unchanged | |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | <0.01% | <0.01% | #3 | $12,936 | 655 | $13,120 | 655 | 00.00% | Unchanged | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #4 | $10,053 | 509 | $3,440 | 172 | +337+195.93% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #6 | $2,350 | 119 | $2,380 | 119 | 00.00% | Unchanged | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #5 | $160 | 8 | $160 | 8 | 00.00% | Unchanged |
