| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 0.14% | 0.15% | #1 | $2.9M | 96,592 | $2.7M | 93,357 | +3,235+3.47% | Add | |
| Kesler, Norman & Wride, LLC | 0.1% | 0.1% | #2 | $630,693 | 21,108 | $588,236 | 20,238 | +870+4.30% | Add | |
| Betterment LLC | <0.01% | <0.01% | #4 | $570,031 | 19,078 | $556,000 | 19,121 | -43-0.22% | Reduce | |
| GTS SECURITIES LLC | 0.01% | 0.01% | #3 | $265,893 | 8,899 | $217,377 | 7,479 | +1,420+18.99% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | — | #5 | $20 | 1 | $0 | 0 | +1 | New Buy |
