| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Midwest Trust Co | 0.27% | 0.28% | #1 | $23.6M | 808,538 | $22.8M | 817,506 | -8,968-1.10% | Reduce | |
| Apollon Wealth Management, LLC | 0.05% | <0.01% | #2 | $3.7M | 127,902 | $227,592 | 8,162 | +119,740+1,467.04% | Add | |
| Advisors Asset Management, Inc. | <0.01% | <0.01% | #3 | $13,125 | 450 | $10,568 | 379 | +71+18.73% | Add | |
| UBS Group AG | <0.01% | — | #4 | $7,671 | 263 | $0 | 0 | +263 | New Buy |
