| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BANK | <0.01% | <0.01% | #1 | $593,784 | 57,593 | $592,056 | 57,593 | 00.00% | Unchanged | |
| Clear Street Group Inc. | <0.01% | <0.01% | #2 | $224,583 | 21,783 | $118,929 | 11,569 | +10,214+88.29% | Add | |
| HRT FINANCIAL LP | <0.01% | <0.01% | #3 | $154,650 | 15,000 | $154,000 | 15,000 | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #4 | $103,300 | 10,000 | $205,600 | 20,000 | -10,000-50.00% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #5 | $6,815 | 661 | $5,767 | 561 | +100+17.83% | Add |