| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.02% | 0.02% | #1 | $561,603 | 5,999 | $561,603 | 5,999 | 00.00% | Unchanged | |
| Wealthspire Advisors, LLC | <0.01% | — | #2 | $362,407 | 3,539 | $0 | 0 | +3,539 | New Buy | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #3 | $5,497 | 54 | $0 | 0 | +54 | New Buy |