| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #1 | $6.8M | 101,034 | $5.8M | 100,000 | +1,034+1.03% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #2 | $1.0M | 15,366 | $488,000 | 8,213 | +7,153+87.09% | Add | |
| UBS Group AG | <0.01% | <0.01% | #3 | $1,970 | 29 | $535 | 9 | +20+222.22% | Add |
