| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | 0.1% | 0.03% | #1 | $1.7M | 7,249 | $1.3M | 7,249 | 00.00% | Unchanged | |
| FIRST MERCHANTS CORP | 0.06% | 0.06% | #2 | $1.4M | 8,039 | $1.5M | 8,199 | -160-1.95% | Reduce | |
| GREAT LAKES ADVISORS, LLC | <0.01% | <0.01% | #6 | $351,782 | 1,458 | $262,098 | 1,458 | 00.00% | Unchanged | |
| Ethos Financial Group, LLC | 0.01% | — | #4 | $215,915 | 996 | $0 | 0 | +996 | New Buy | |
| Coston, McIsaac & Partners | 0.02% | 0.02% | #3 | $92,659 | 384 | $69,000 | 384 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.01% | — | #5 | $25,345 | 105 | $0 | 0 | +105 | New Buy |
