| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST AMERICAN TRUST, FSB | 0.32% | 0.37% | #1 | $5.4M | 587,865 | $5.4M | 595,161 | -7,296-1.23% | Reduce | |
| Bay Harbor Wealth Management, LLC | 0.02% | 0.03% | #2 | $95,268 | 10,412 | $120,376 | 13,185 | -2,773-21.03% | Reduce |
