| 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% | #4 | $6.3M | 120,000 | $6.1M | 120,000 | 00.00% | Unchanged | |
| OLD MISSION CAPITAL LLC | 0.03% | 0.03% | #3 | $1.9M | 36,018 | $2.1M | 39,908 | -3,890-9.75% | Reduce | |
| Forum Finance Group S.A. | 0.3% | 0.21% | #1 | $1.0M | 19,562 | $491,032 | 9,531 | +10,031+105.25% | Add | |
| MCDONALD PARTNERS LLC | 0.06% | — | #2 | $253,827 | 4,827 | $0 | 0 | +4,827 | New Buy | |
| Focus Partners Wealth | <0.01% | — | #5 | $217,070 | 4,128 | $0 | 0 | +4,128 | New Buy | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #6 | $10,517 | 200 | $0 | 0 | +200 | New Buy | |
| UBS Group AG | <0.01% | — | #7 | $316 | 6 | $0 | 0 | +6 | New Buy |
