| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | 0.06% | 0.06% | #1 | $897,000 | 12,573 | $762,000 | 12,603 | -30-0.24% | Reduce | |
| FIRST MERCHANTS CORP | 0.03% | 0.03% | #2 | $814,515 | 13,478 | $814,515 | 13,478 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.02% | — | #3 | $83,156 | 1,166 | $0 | 0 | +1,166 | New Buy |
