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Institutional Holdings
AQMSOwnership Summary
Institutions Holding
37
Total Shares Held
283,809
Total Value Held
$734,640
Quarter
2026-06-30
Active Positions
Increased Positions
6
134,136 shares
Decreased Positions
3
35,867 shares
Held Positions
16
6,535 shares
New Positions
6
107,271 shares
Sold Out Positions
6
14,782 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 102,642 | $296,636 | ▲ +20,826 | 0.00% | 2026-06-30 |
| HAMILTON CAPITAL PARTNERS, LLC | 62,204 | $179,770 | New position | 0.05% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 34,410 | $99,447 | ▼ -6,783 | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 29,215 | $84,431 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 15,587 | $45,046 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 4,849 | $14,014 | Unchanged | 0.00% | 2026-06-30 |
| UBS Group AG | 1,739 | $5,026 | ▲ +1,248 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 1,295 | $3,743 | ▼ -45 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 500 | $1,445 | Unchanged | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 312 | $902 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 294 | $849 | Unchanged | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 200 | $578 | Unchanged | 0.00% | 2026-06-30 |
| Elevated Capital Advisors, LLC | 171 | $494 | Unchanged | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 162 | $471 | ▼ -206 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 133 | $384 | New position | 0.00% | 2026-06-30 |
| Skandinaviska Enskilda Banken AB (publ) | 131 | $379 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 110 | $318 | ▲ +8 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 103 | $297 | Unchanged | 0.00% | 2026-06-30 |
| Raiffeisen Bank International AG | 55 | $157 | Unchanged | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 29,337 | $85 | ▲ +4,747 | 0.00% | 2026-06-30 |
| Center for Financial Planning, Inc. | 22 | $64 | Unchanged | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 10 | $29 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 6 | $17 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 6 | $17 | ▲ +5 | 0.00% | 2026-06-30 |
| SHP Wealth Management | 5 | $14 | Unchanged | 0.00% | 2026-06-30 |
| DANSKE BANK A/S | 3 | $9 | Unchanged | 0.00% | 2026-06-30 |
| Hilton Head Capital Partners, LLC | 2 | $6 | Unchanged | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 2 | $6 | Unchanged | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 1 | $3 | New position | 0.00% | 2026-06-30 |
| Allworth Financial LP | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 302 | $0 | ▲ +130 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| BNP PARIBAS FINANCIAL MARKETS | 0 | $0 | Sold out | 2026-06-30 | |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 |