| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 0.22% | 0.12% | #1 | $29.1M | 1.1M | $16.9M | 693,168 | +453,317+65.40% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #2 | $146,843 | 5,794 | $0 | 0 | +5,794 | New Buy |
