| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.18% | 0.15% | #2 | $1.3M | 19,871 | $579,305 | 9,913 | +9,958+100.45% | Add | |
| NBT BANK, N.A. | 0.02% | — | #3 | $297,911 | 4,635 | $0 | 0 | +4,635 | New Buy | |
| Transce3nd, LLC | 0.18% | 0.17% | #1 | $20,832 | 322 | $18,731 | 321 | +1+0.31% | Add |