| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Blue Edge Capital, LLC | 0.49% | 0.55% | #1 | $4.2M | 162,650 | $4.2M | 166,226 | -3,576-2.15% | Reduce | |
| Brooklyn FI, LLC | <0.01% | — | #2 | $3,042 | 120 | $0 | 0 | +120 | New Buy | |
| HORIZON FINANCIAL SERVICES, LLC | <0.01% | — | #3 | $1,176 | 46 | $0 | 0 | +46 | New Buy |
