| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | <0.01% | <0.01% | #1 | $4.5M | 170,000 | $3.7M | 150,000 | +20,000+13.33% | Add | |
| UBS Group AG | <0.01% | — | #2 | $26 | 1 | $0 | 0 | +1 | New Buy |
