| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.05% | 0.05% | #1 | $1.4M | 11,055 | $1.4M | 11,221 | -166-1.48% | Reduce | |
| Coston, McIsaac & Partners | 0.02% | <0.01% | #3 | $102,855 | 753 | $8,000 | 68 | +685+1,007.35% | Add | |
| McMillan Office, Inc. | <0.01% | <0.01% | #4 | $8,007 | 59 | $7,365 | 59 | 00.00% | Unchanged | |
| Transce3nd, LLC | 0.03% | 0.02% | #2 | $3,065 | 22 | $2,768 | 23 | -1-4.35% | Reduce |
