| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #2 | $1,000 | 131 | $3,000 | 10,500 | -10,369-98.75% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #1 | $308 | 30 | $893 | 2,720 | -2,690-98.90% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #3 | $256 | 25 | $1,038 | 3,164 | -3,139-99.21% | Reduce |
