| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #1 | $4.5M | 225,081 | $4.5M | 225,081 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #2 | $2.0M | 100,100 | $2.0M | 100,100 | 00.00% | Unchanged | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #3 | $1.5M | 74,969 | $1.5M | 74,969 | 00.00% | Unchanged | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #4 | $858,000 | 42,702 | $876,000 | 43,722 | -1,020-2.33% | Reduce |