| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BARCLAYS PLC | <0.01% | <0.01% | #3 | $25,549 | 66,170 | $104,073 | 68,923 | -2,753-3.99% | Reduce | |
| Empowered Funds, LLC | <0.01% | <0.01% | #2 | $7,403 | 19,175 | $51,604 | 34,175 | -15,000-43.89% | Reduce | |
| N.E.W. Advisory Services LLC | <0.01% | <0.01% | #1 | $1,420 | 3,679 | $5,555 | 3,679 | 00.00% | Unchanged | |
| Grove Bank & Trust | <0.01% | — | #4 | $25 | 66 | $0 | 0 | +66 | New Buy | |
| IFP Advisors, Inc | <0.01% | <0.01% | #5 | $2 | 5 | $17 | 11 | -6-54.55% | Reduce |
