| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| IMA Advisory Services, Inc. | <0.01% | <0.01% | #1 | $1,537 | 206 | $661 | 133 | +73+54.89% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #3 | $1,380 | 185 | $701 | 146 | +39+26.71% | Add | |
| First Command Advisory Services, Inc. | <0.01% | — | #2 | $1,171 | 157 | $0 | 0 | +157 | New Buy |
