| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Orcam Financial Group | 23.34% | 30.85% | #1 | $47.8M | 1.9M | $43.4M | 1.8M | +110,143+6.15% | Add | |
| Federation des caisses Desjardins du Quebec | 0.04% | 0.03% | #3 | $12.5M | 497,983 | $9.6M | 397,983 | +100,000+25.13% | Add | |
| Pathway Financial Advisors LLC | 0.26% | 0.27% | #2 | $2.2M | 89,572 | $2.2M | 88,760 | +812+0.91% | Add | |
| ROYAL BANK OF CANADA | <0.01% | — | #4 | $9,000 | 365 | $0 | 0 | +365 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #6 | $33 | 1 | $47 | 1 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | — | #5 | $25 | 1 | $0 | 0 | +1 | New Buy |
