| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.27% | 0.23% | #1 | $1.9M | 17,564 | $892,656 | 9,757 | +7,807+80.01% | Add | |
| Keystone Financial Group | 0.06% | 0.07% | #2 | $1.1M | 10,237 | $1.0M | 10,237 | 00.00% | Unchanged | |
| FULTON BANK, N.A. | 0.01% | <0.01% | #4 | $269,165 | 2,486 | $227,445 | 2,486 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #5 | $11,113 | 103 | $0 | 0 | +103 | New Buy | |
| Transce3nd, LLC | 0.03% | 0.02% | #3 | $3,292 | 31 | $2,810 | 31 | 00.00% | Unchanged |
