| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #2 | $704,000 | 18,225 | $341,000 | 8,385 | +9,840+117.35% | Add | |
| Integrated Wealth Concepts LLC | <0.01% | — | #1 | $231,626 | 6,000 | $0 | 0 | +6,000 | New Buy | |
| UBS Group AG | <0.01% | — | #3 | $33,315 | 863 | $0 | 0 | +863 | New Buy |
