| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. /IL | <0.01% | <0.01% | #1 | $20,502 | 824 | $20,355 | 800 | +24+3.00% | Add | |
| UBS Group AG | <0.01% | <0.01% | #2 | $11,072 | 445 | $6,361 | 250 | +195+78.00% | Add | |
| MORGAN STANLEY | <0.01% | — | #3 | $7,216 | 290 | $0 | 0 | +290 | New Buy |