| 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% | — | #3 | $14,853 | 687 | $0 | 0 | +687 | New Buy | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #1 | $9,383 | 434 | $3,426 | 157 | +277+176.43% | Add | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #2 | $152 | 7 | $152 | 7 | 00.00% | Unchanged |
