| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Clear Street Group Inc. | <0.01% | 0.01% | #2 | $1.6M | 148,752 | $1.4M | 135,253 | +13,499+9.98% | Add | |
| Tuttle Capital Management, LLC | 0.28% | 0.59% | #1 | $414,989 | 37,692 | $360,150 | 35,000 | +2,692+7.69% | Add | |
| UBS Group AG | <0.01% | — | #3 | $209 | 19 | $0 | 0 | +19 | New Buy | |
| WELLS FARGO & COMPANY/MN | <0.01% | — | #4 | $11 | 1 | $0 | 0 | +1 | New Buy |
