| 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 | $8,020 | 328 | $2,303 | 98 | +230+234.69% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #3 | $4,866 | 199 | $5,029 | 214 | -15-7.01% | Reduce | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #1 | $517 | 22 | $517 | 22 | 00.00% | Unchanged |
