| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.02% | 0.02% | #3 | $627,298 | 12,395 | $627,298 | 12,395 | 00.00% | Unchanged | |
| FULTON BANK, N.A. | 0.03% | 0.01% | #1 | $576,318 | 10,724 | $542,766 | 10,724 | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | 0.03% | 0.03% | #2 | $122,368 | 2,277 | $114,000 | 2,271 | +6+0.26% | Add | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #4 | $59,545 | 1,108 | $54,537 | 1,078 | +30+2.78% | Add |
