| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Diversified Trust Co | 0.21% | 0.3% | #2 | $12.9M | 2.9M | $16.4M | 2.9M | 00.00% | Unchanged | |
| Citadel Investment Advisory, Inc. | 3.52% | 4.7% | #1 | $7.6M | 1.7M | $9.6M | 1.7M | -1,500-0.09% | Reduce |
