| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #1 | $3.2M | 147,249 | $5.5M | 252,334 | -105,085-41.65% | Reduce | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #2 | $27,980 | 1,302 | $8,994 | 416 | +886+212.98% | Add | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #3 | $237 | 11 | $237 | 11 | 00.00% | Unchanged |
