| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| CACTI ASSET MANAGEMENT LLC | 3.78% | 4.53% | #1 | $74.8M | 587,472 | $74.8M | 587,472 | 00.00% | Unchanged | |
| Asset Planning,Inc | 0.14% | 0.16% | #2 | $216,800 | 1,721 | $218,354 | 1,716 | +5+0.29% | Add | |
| Brooklyn FI, LLC | 0.02% | — | #3 | $111,578 | 855 | $0 | 0 | +855 | New Buy | |
| HUNTINGTON NATIONAL BANK | <0.01% | <0.01% | #4 | $128 | 1 | $128 | 1 | 00.00% | Unchanged |