| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 1.75% | 1.55% | #1 | $53.4M | 1.9M | $42.4M | 1.7M | +146,516+8.55% | Add | |
| JPMORGAN CHASE & CO | <0.01% | — | #4 | $13,485 | 473 | $0 | 0 | +473 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #3 | $6,980 | 243 | $9,814 | 396 | -153-38.64% | Reduce | |
| Arax Advisory Partners | <0.01% | — | #2 | $460 | 16 | $0 | 0 | +16 | New Buy |
