| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 2% | 1.96% | #1 | $51.2M | 3.4M | $51.6M | 3.5M | -27,790-0.80% | Reduce | |
| FULTON BANK, N.A. | 0.18% | 0.07% | #2 | $3.4M | 224,974 | $3.4M | 224,974 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #3 | $8,805 | 587 | $0 | 0 | +587 | New Buy |
