← All institutions
Institutional Holdings
ALZNOwnership Summary
Institutions Holding
14
Total Shares Held
2,719,500
Total Value Held
$3,263,397
Quarter
2026-06-30
Active Positions
Increased Positions
1
1,329,100 shares
Decreased Positions
4
32,243 shares
Held Positions
2
459 shares
New Positions
4
1,357,698 shares
Sold Out Positions
3
33,231 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Kingsbury Capital Investment Advisors LLC | 1,329,100 | $1,594,920 | ▲ +762,367 | 1.35% | 2026-06-30 |
| KMT WEALTH MANAGEMENT, LLC | 1,329,100 | $1,594,920 | New position | 1.35% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 26,371 | $31,644 | ▼ -19,309 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 21,020 | $25,224 | New position | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,556 | $9,067 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 3,517 | $4,220 | ▼ -2,667 | 0.00% | 2026-06-30 |
| UBS Group AG | 2,352 | $2,822 | ▼ -2,152 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 437 | $524 | Unchanged | 0.00% | 2026-06-30 |
| IFG Advisory, LLC | 22 | $26 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 22 | $26 | Unchanged | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 3 | $4 | ▼ -1 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 0 | $0 | Sold out | 2026-06-30 | |
| Clearstead Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 |