| 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% | #1 | $398,430 | 50,885 | $378,522 | 53,313 | -2,428-4.55% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #3 | $5,465 | 698 | $14,449 | 2,035 | -1,337-65.70% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | — | #4 | $204 | 26 | $0 | 0 | +26 | New Buy | |
| Caitong International Asset Management Co., Ltd | <0.01% | — | #2 | $8 | 1 | $0 | 0 | +1 | New Buy |
