| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | 0.06% | 0.03% | #1 | $1.2M | 119,894 | $1.2M | 119,894 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $252 | 26 | $0 | 0 | +26 | New Buy |
