| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #1 | $5.0M | 248,959 | $5.0M | 248,959 | 00.00% | Unchanged | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #2 | $2.0M | 100,000 | $2.0M | 100,000 | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #4 | $1.7M | 86,000 | $1.9M | 95,000 | -9,000-9.47% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #3 | $1.0M | 50,509 | $1.0M | 50,509 | 00.00% | Unchanged | |
| JANE STREET GROUP, LLC | <0.01% | — | #5 | $940,607 | 47,183 | $0 | 0 | +47,183 | New Buy |
