| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.57% | 0.56% | #1 | $14.6M | 1.1M | $14.6M | 1.1M | 00.00% | Unchanged | |
| Ethos Financial Group, LLC | 0.08% | — | #3 | $1.2M | 94,587 | $0 | 0 | +94,587 | New Buy | |
| WEST MICHIGAN ADVISORS, LLC | 0.14% | 0.14% | #2 | $655,115 | 35,046 | $655,115 | 35,046 | 00.00% | Unchanged | |
| SSA SWISS ADVISORS AG | 0.02% | — | #4 | $57,164 | 4,491 | $0 | 0 | +4,491 | New Buy | |
| NBT BANK, N.A. | <0.01% | — | #6 | $37,472 | 2,955 | $0 | 0 | +2,955 | New Buy | |
| Coston, McIsaac & Partners | <0.01% | <0.01% | #5 | $15,699 | 1,238 | $15,000 | 1,184 | +54+4.56% | Add |
