| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.03% | 0.03% | #1 | $810,646 | 24,610 | $810,646 | 24,610 | 00.00% | Unchanged | |
| FULTON BANK, N.A. | 0.01% | 0.57% | #2 | $135,576 | 3,670 | $26.4M | 800,364 | -796,694-99.54% | Reduce | |
| Oakworth Capital, Inc. | 0.01% | 0.01% | #3 | $116,740 | 3,160 | $111,217 | 3,376 | -216-6.40% | Reduce | |
| NBT BANK, N.A. | <0.01% | — | #4 | $47,535 | 1,287 | $0 | 0 | +1,287 | New Buy |
