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Institutional Holdings

AXIL

Ownership Summary

Institutions Holding
17
Total Shares Held
1,064,533
Total Value Held
$6,902,306
Quarter
2026-06-30

Active Positions

Increased Positions
2
16,270 shares
Decreased Positions
2
175,331 shares
Held Positions
5
605,380 shares
New Positions
5
267,552 shares
Sold Out Positions
3
42,556 shares
Institution Shares Value Change % of Portfolio Reported
Private Advisory Group LLC 334,756 $2,242,865 Unchanged 0.12% 2026-06-30
Soltis Investment Advisors LLC 180,002 $1,206,013 Unchanged 0.07% 2026-06-30
Diversify Advisory Services, LLC 164,331 $985,986 New position 0.02% 2026-06-30
DIVERSIFY WEALTH MANAGEMENT, LLC 164,331 $985,986 ▼ -22,125 0.02% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 70,379 $471,539 New position 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 39,688 $265,910 Unchanged 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 38,260 $256,341 Unchanged 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 19,781 $132,533 New position 0.00% 2026-06-30
BlackRock, Inc. 13,605 $91,154 ▲ +3,480 0.00% 2026-06-30
CITADEL ADVISORS LLC 13,039 $87,361 New position 0.00% 2026-06-30
STATE STREET CORP 12,674 $84,916 Unchanged 0.00% 2026-06-30
Cetera Investment Advisers 11,000 $73,700 ▼ -2,000 0.00% 2026-06-30
UBS Group AG 2,665 $17,855 ▲ +2,645 0.00% 2026-06-30
BARCLAYS PLC 22 $147 New position 0.00% 2026-06-30
FNY Investment Advisers, LLC 0 $0 Sold out 2026-06-30
Glass Jacobson Investment Advisors llc 0 $0 Sold out 2026-06-30
ROYAL BANK OF CANADA 0 $0 Sold out 2026-06-30