| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Bruce & Co., Inc. | 0.05% | 0.37% | #1 | $167,352 | 55,784 | $1.3M | 55,784 | 00.00% | Unchanged | |
| Citadel Investment Advisory, Inc. | 0.01% | <0.01% | #2 | $22,188 | 7,396 | $148 | 7,396 | 00.00% | Unchanged | |
| MONETARY MANAGEMENT GROUP INC | <0.01% | — | #3 | $2,370 | 790 | $0 | 0 | +790 | New Buy | |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | <0.01% | <0.01% | #4 | $1,071 | 357 | $8 | 357 | 00.00% | Unchanged | |
| HUNTINGTON NATIONAL BANK | <0.01% | <0.01% | #5 | $3 | 1 | $3 | 1 | 00.00% | Unchanged |
