| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.11% | 0.11% | #1 | $2.8M | 18,829 | $2.8M | 18,829 | 00.00% | Unchanged | |
| Williams Jones Wealth Management, LLC. | 0.02% | 0.02% | #3 | $1.5M | 8,614 | $1.3M | 8,614 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | 0.04% | — | #2 | $249,781 | 1,437 | $0 | 0 | +1,437 | New Buy |
