| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| WWEALTHFRONT CORPWLTH | 98.95% | 99.19% | $123.5M | 13.8M | $127.8M | 13.8M | -1-0.00% | Reduce | |
![]() | 0.88% | 0.67% | $1.1M | 14,427 | $868,217 | 14,427 | 00.00% | Unchanged | |
| OOPORTUN FINL CORP COMOPRT | 0.18% | 0.14% | $219,561 | 38,452 | $177,264 | 38,452 | 00.00% | Unchanged |