| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | <0.01% | — | #1 | $23,550 | 5,000 | $0 | 0 | +5,000 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #2 | $5,553 | 1,179 | $2,242 | 1,823 | -644-35.33% | Reduce | |
| BlackRock, Inc. | <0.01% | <0.01% | #3 | $2,788 | 592 | $4,410 | 3,585 | -2,993-83.49% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #4 | $616 | 134 | $881 | 683 | -549-80.38% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #5 | $22 | 5 | $43 | 36 | -31-86.11% | Reduce | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #6 | $9 | 2 | $15 | 12 | -10-83.33% | Reduce |
