| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #1 | $20,000 | 500 | $20,695 | 500 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #2 | $4,320 | 108 | $4,967 | 120 | -12-10.00% | Reduce |