| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| DRW Securities, LLC | 0.1% | 0.02% | #1 | $4.2M | 107,736 | $1.3M | 40,000 | +67,736+169.34% | Add | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.02% | 0.02% | #2 | $1.6M | 58,484 | $1.3M | 56,146 | +2,338+4.16% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #5 | $9,300 | 341 | $8,117 | 341 | 00.00% | Unchanged | |
| First Command Advisory Services, Inc. | <0.01% | — | #4 | $1,256 | 46 | $0 | 0 | +46 | New Buy | |
| HANTZ FINANCIAL SERVICES, INC. | <0.01% | <0.01% | #3 | $1,037 | 38 | $1,000 | 38 | 00.00% | Unchanged |
