| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 1.21% | 1.17% | #1 | $30.9M | 3.0M | $30.9M | 3.0M | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | 0.05% | 0.05% | #2 | $232,771 | 22,843 | $234,000 | 22,838 | +5+0.02% | Add | |
| KELLEHER FINANCIAL ADVISORS | 0.01% | 0.01% | #3 | $71,045 | 6,972 | $35,371 | 3,451 | +3,521+102.03% | Add | |
| Estabrook Capital Management | <0.01% | <0.01% | #4 | $20,044 | 1,967 | $20,162 | 1,967 | 00.00% | Unchanged |