| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | <0.01% | <0.01% | #1 | $132,707 | 26,542 | $207,862 | 27,459 | -917-3.34% | Reduce | |
| GEODE CAPITAL MANAGEMENT, LLC | <0.01% | <0.01% | #2 | $67,929 | 14,301 | $107,257 | 14,301 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | — | #3 | $5,020 | 1,004 | $0 | 0 | +1,004 | New Buy | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #4 | $907 | 158 | $949 | 144 | +14+9.72% | Add |
