| 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 | $58,680 | 4,890 | $111,437 | 9,404 | -4,514-48.00% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #2 | $960 | 80 | $880 | 80 | 00.00% | Unchanged |