| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #3 | $6,852 | 273 | $6,939 | 277 | -4-1.44% | Reduce | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #2 | $1,838 | 72 | $3,567 | 140 | -68-48.57% | Reduce | |
| Ascentis Independent Advisors | <0.01% | 0.02% | #1 | $501 | 20 | $240,471 | 9,599 | -9,579-99.79% | Reduce |
