| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Arvest Bank Trust Division | 0.18% | 0.18% | #2 | $3.7M | 57,497 | $3.4M | 57,497 | 00.00% | Unchanged | |
| KELLEHER FINANCIAL ADVISORS | 0.43% | 0.38% | #1 | $3.0M | 47,040 | $1.5M | 25,425 | +21,615+85.01% | Add | |
| FIRST MERCHANTS CORP | 0.03% | 0.03% | #4 | $708,653 | 12,026 | $760,923 | 12,913 | -887-6.87% | Reduce | |
| CENTRAL BANK & TRUST CO | 0.05% | 0.05% | #3 | $342,898 | 5,373 | $316,625 | 5,373 | 00.00% | Unchanged | |
| Wealthspire Advisors, LLC | <0.01% | — | #6 | $227,207 | 3,560 | $0 | 0 | +3,560 | New Buy | |
| Vermillion Wealth Management, Inc. | 0.02% | — | #5 | $89,865 | 1,408 | $0 | 0 | +1,408 | New Buy |
