| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.17% | 0.17% | #1 | $4.4M | 436,510 | $4.4M | 436,510 | 00.00% | Unchanged | |
| Wealthspire Advisors, LLC | 0.01% | — | #3 | $1.4M | 142,973 | $0 | 0 | +142,973 | New Buy | |
| Ethos Financial Group, LLC | 0.03% | — | #2 | $420,811 | 42,592 | $0 | 0 | +42,592 | New Buy | |
| Financial Gravity Companies, Inc. | <0.01% | — | #4 | $237 | 24 | $0 | 0 | +24 | New Buy |
