| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | <0.01% | <0.01% | #2 | $2,147 | 565 | $9,980 | 2,452 | -1,887-76.96% | Reduce | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #1 | $1,233 | 313 | $1,446 | 313 | 00.00% | Unchanged | |
| MORGAN STANLEY | <0.01% | <0.01% | #3 | $4 | 1 | $5 | 1 | 00.00% | Unchanged |
