| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | 0.1% | 0.09% | #1 | $12.6M | 21,047 | $11.3M | 21,618 | -571-2.64% | Reduce | |
| FULTON BANK, N.A. | 0.04% | 4.28% | #2 | $798,846 | 1,327 | $197.3M | 377,464 | -376,137-99.65% | Reduce | |
| FIRST MERCHANTS CORP | 0.03% | 0.03% | #3 | $788,926 | 1,510 | $788,926 | 1,510 | 00.00% | Unchanged | |
| NORTH STAR ASSET MANAGEMENT INC | 0.02% | 0.03% | #4 | $586,447 | 977 | $510,657 | 977 | 00.00% | Unchanged | |
| Wealthspire Advisors, LLC | <0.01% | — | #6 | $385,087 | 642 | $0 | 0 | +642 | New Buy | |
| Financial Gravity Companies, Inc. | 0.01% | — | #5 | $41,054 | 68 | $0 | 0 | +68 | New Buy | |
| NBT BANK, N.A. | <0.01% | — | #7 | $3,897 | 6 | $0 | 0 | +6 | New Buy |
