| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | 0.06% | 0.02% | #1 | $1.0M | 12,417 | $1.0M | 12,417 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | 0.01% | — | #2 | $44,854 | 547 | $0 | 0 | +547 | New Buy | |
| NBT BANK, N.A. | <0.01% | — | #3 | $20,582 | 251 | $0 | 0 | +251 | New Buy |