| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | <0.01% | <0.01% | #1 | $678,804 | 64,648 | $705,698 | 65,830 | -1,182-1.80% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #4 | $2,625 | 250 | $6,700 | 625 | -375-60.00% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #5 | $1,665 | 174 | $3,216 | 300 | -126-42.00% | Reduce | |
| BNP PARIBAS FINANCIAL MARKETS | <0.01% | <0.01% | #3 | $1,004 | 100 | $1,072 | 100 | 00.00% | Unchanged | |
| MORGAN STANLEY | <0.01% | <0.01% | #6 | $957 | 100 | $1,449 | 101 | -1-0.99% | Reduce | |
| Arax Advisory Partners | <0.01% | — | #2 | $345 | 36 | $0 | 0 | +36 | New Buy |
