| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 1% | 0.98% | #1 | $25.5M | 189,870 | $25.9M | 192,510 | -2,640-1.37% | Reduce | |
| Wealthspire Advisors, LLC | <0.01% | — | #3 | $546,232 | 3,498 | $0 | 0 | +3,498 | New Buy | |
| Oakworth Capital, Inc. | 0.01% | 0.01% | #2 | $177,805 | 1,143 | $153,575 | 1,143 | 00.00% | Unchanged |