| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #5 | $5.0M | 200,000 | $5.0M | 200,000 | 00.00% | Unchanged | |
| CITIGROUP INC | <0.01% | <0.01% | #3 | $5.0M | 200,000 | $5.0M | 200,000 | 00.00% | Unchanged | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #4 | $4.9M | 195,991 | $5.0M | 199,300 | -3,309-1.66% | Reduce | |
| Auour Investments LLC | 0.74% | — | #1 | $2.6M | 103,257 | $0 | 0 | +103,257 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #6 | $2.3M | 90,000 | $5.0M | 200,000 | -110,000-55.00% | Reduce | |
| Cape Investment Advisory, Inc. | 0.01% | — | #2 | $43,510 | 1,739 | $0 | 0 | +1,739 | New Buy | |
| UBS Group AG | <0.01% | — | #7 | $50 | 2 | $0 | 0 | +2 | New Buy |
