| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.22% | 0.22% | #1 | $5.7M | 646,562 | $5.7M | 648,929 | -2,367-0.36% | Reduce | |
| Wealthspire Advisors, LLC | <0.01% | — | #2 | $248,437 | 28,360 | $0 | 0 | +28,360 | New Buy |
