| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.51% | 0.51% | #1 | $13.2M | 1.3M | $13.4M | 1.3M | -18,741-1.46% | Reduce | |
| KELLEHER FINANCIAL ADVISORS | 0.01% | 0.01% | #3 | $97,374 | 9,381 | $48,295 | 4,635 | +4,746+102.39% | Add | |
| Coston, McIsaac & Partners | 0.02% | 0.02% | #2 | $73,396 | 7,071 | $73,000 | 7,071 | 00.00% | Unchanged | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #4 | $3,210 | 310 | $3,175 | 305 | +5+1.64% | Add |
