| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | <0.01% | <0.01% | #1 | $140,999 | 26,857 | $154,354 | 20,177 | +6,680+33.11% | Add | |
| RHUMBLINE ADVISERS | <0.01% | <0.01% | #3 | $63,939 | 12,179 | $93,703 | 12,249 | -70-0.57% | Reduce | |
| GAMMA Investing LLC | <0.01% | — | #2 | $29,531 | 5,625 | $0 | 0 | +5,625 | New Buy | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #5 | $1,376 | 262 | $2,088 | 273 | -11-4.03% | Reduce | |
| IMA Advisory Services, Inc. | <0.01% | <0.01% | #4 | $504 | 96 | $474 | 62 | +34+54.84% | Add |
