| 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 | $88,193 | 8,106 | $80,924 | 7,563 | +543+7.18% | Add | |
| UBS Group AG | <0.01% | <0.01% | #2 | $17,419 | 1,604 | $16,842 | 1,604 | 00.00% | Unchanged |