| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.92% | 0.91% | #1 | $23.4M | 216,770 | $23.8M | 220,321 | -3,551-1.61% | Reduce | |
| Redwood Wealth Management Group, LLC | 0.71% | 0.72% | #2 | $1.7M | 15,492 | $1.7M | 15,492 | 00.00% | Unchanged | |
| Hemenway Trust Co LLC | 0.11% | 0.11% | #3 | $1.5M | 12,600 | $1.4M | 12,600 | 00.00% | Unchanged | |
| GREAT LAKES ADVISORS, LLC | <0.01% | <0.01% | #6 | $613,824 | 5,087 | $550,132 | 5,087 | 00.00% | Unchanged | |
| FULTON BANK, N.A. | 0.02% | 0.01% | #4 | $312,161 | 2,587 | $279,859 | 2,587 | 00.00% | Unchanged | |
| NORTH STAR ASSET MANAGEMENT INC | 0.01% | — | #5 | $220,548 | 1,828 | $0 | 0 | +1,828 | New Buy |
