| 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% | 0.02% | #1 | $1.1M | 9,975 | $1.1M | 9,975 | 00.00% | Unchanged | |
| Ethos Financial Group, LLC | 0.01% | — | #2 | $206,619 | 1,652 | $0 | 0 | +1,652 | New Buy |
