| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | 31.23% | 24.75% | #1 | $570.1M | 27,293 | $1.14B | 27,293 | 00.00% | Unchanged | |
| Wealthspire Advisors, LLC | 0.52% | — | #2 | $94.8M | 4,540 | $0 | 0 | +4,540 | New Buy | |
| NBT BANK, N.A. | 0.03% | — | #3 | $438,643 | 21 | $0 | 0 | +21 | New Buy |