| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 0.26% | — | #1 | $3.9M | 551,453 | $0 | 0 | +551,453 | New Buy | |
| FULTON BANK, N.A. | <0.01% | 0.1% | #2 | $50,987 | 7,357 | $4.7M | 679,741 | -672,384-98.92% | Reduce | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #3 | $49,161 | 7,023 | $48,165 | 6,950 | +73+1.05% | Add |
