| 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. | 0.02% | 0.01% | #1 | $324,030 | 8,670 | $301,659 | 8,670 | 00.00% | Unchanged | |
| Ethos Financial Group, LLC | 0.01% | — | #2 | $219,005 | 5,820 | $0 | 0 | +5,820 | New Buy | |
| KELLEHER FINANCIAL ADVISORS | 0.01% | 0.01% | #3 | $89,899 | 2,422 | $42,128 | 1,211 | +1,211+100.00% | Add | |
| Oakworth Capital, Inc. | <0.01% | — | #4 | $19,687 | 535 | $0 | 0 | +535 | New Buy |
