| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK AG\ | <0.01% | <0.01% | #1 | $2.4M | 115,000 | $3.8M | 170,000 | -55,000-32.35% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | — | #2 | $361,880 | 17,311 | $0 | 0 | +17,311 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #3 | $6,355 | 304 | $5,445 | 245 | +59+24.08% | Add |
