| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 0.02% | — | #2 | $584,082 | 23,382 | $0 | 0 | +23,382 | New Buy | |
| Sterling Capital Management LLC | 0.01% | 0.01% | #3 | $555,805 | 22,250 | $547,795 | 22,250 | 00.00% | Unchanged | |
| IAT REINSURANCE CO LTD. | 0.19% | — | #1 | $499,400 | 20,000 | $0 | 0 | +20,000 | New Buy | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #4 | $33,848 | 1,355 | $10,727 | 435 | +920+211.49% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #6 | $16,312 | 653 | $16,350 | 663 | -10-1.51% | Reduce | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #5 | $764 | 31 | $764 | 31 | 00.00% | Unchanged |
