| 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 | $106,153 | 10,005 | $105,000 | 10,000 | +5+0.05% | Add | |
| UBS Group AG | <0.01% | <0.01% | #2 | $16,180 | 1,525 | $15,971 | 1,521 | +4+0.26% | Add |