| 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% | #4 | $5,406 | 218 | $6,005 | 244 | -26-10.66% | Reduce | |
| Comprehensive Financial Planning, Inc./PA | <0.01% | <0.01% | #1 | $2,852 | 115 | $2,830 | 115 | 00.00% | Unchanged | |
| First Command Advisory Services, Inc. | <0.01% | — | #3 | $1,438 | 58 | $0 | 0 | +58 | New Buy | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #2 | $172 | 7 | $172 | 7 | 00.00% | Unchanged |
