| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | <0.01% | — | #3 | $942,737 | 41,272 | $0 | 0 | +41,272 | New Buy | |
| SBI Securities Co., Ltd. | 0.02% | 0.02% | #2 | $895,214 | 39,195 | $697,376 | 29,681 | +9,514+32.05% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #4 | $316,562 | 13,814 | $325,098 | 13,880 | -66-0.48% | Reduce | |
| 5T Wealth, LLC | 0.12% | 0.13% | #1 | $311,153 | 13,622 | $320,212 | 13,629 | -7-0.05% | Reduce |
