| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.01% | 0.01% | #2 | $233,029 | 20,037 | $233,029 | 20,037 | 00.00% | Unchanged | |
| McMillan Office, Inc. | 0.01% | 0.01% | #1 | $92,648 | 7,747 | $90,092 | 7,747 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #3 | $18,953 | 1,585 | $0 | 0 | +1,585 | New Buy |
