← All institutions
Institutional Holdings
BCHTOwnership Summary
Institutions Holding
32
Total Shares Held
4,552,238
Total Value Held
$9,329,973
Quarter
2026-06-30
Active Positions
Increased Positions
7
873,403 shares
Decreased Positions
2
371,539 shares
Held Positions
9
2,199,304 shares
New Positions
9
1,107,992 shares
Sold Out Positions
5
142,165 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| HEARTLAND ADVISORS INC | 1,000,000 | $2,050,000 | Unchanged | 0.09% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 721,182 | $1,478,423 | New position | 0.00% | 2026-06-30 |
| Ancora Advisors LLC | 700,244 | $1,435,500 | ▲ +271,558 | 0.03% | 2026-06-30 |
| CHAPIN DAVIS, INC. | 686,693 | $1,407,721 | Unchanged | 0.25% | 2026-06-30 |
| Aristides Capital LLC | 425,000 | $871,250 | Unchanged | 0.17% | 2026-06-30 |
| WHITE PINE CAPITAL LLC | 330,154 | $676,816 | ▼ -21,731 | 0.16% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 139,192 | $285,343 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 103,667 | $212,517 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 71,250 | $146,063 | New position | 0.00% | 2026-06-30 |
| ARS Investment Partners, LLC | 64,200 | $131,610 | ▲ +13,100 | 0.01% | 2026-06-30 |
| Sigma Planning Corp | 52,412 | $107,445 | Unchanged | 0.00% | 2026-06-30 |
| Diametric Capital, LP | 52,954 | $104,730 | ▲ +11,269 | 0.01% | 2026-06-30 |
| NORTHERN TRUST CORP | 47,555 | $97,488 | New position | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 41,385 | $84,839 | ▼ -9,609 | 0.00% | 2026-06-30 |
| Crewe Advisors LLC | 35,600 | $72,980 | ▲ +19,000 | 0.01% | 2026-06-30 |
| Corient Private Wealth LP | 21,544 | $44,165 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 15,513 | $31,802 | ▲ +8,207 | 0.00% | 2026-06-30 |
| WATERS PARKERSON & CO., LLC | 13,000 | $26,650 | Unchanged | 0.00% | 2026-06-30 |
| CIBC WORLD MARKET INC. | 10,607 | $21,744 | Unchanged | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 9,091 | $18,637 | Unchanged | 0.00% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 4,882 | $11,978 | ▲ +83 | 0.00% | 2026-06-30 |
| Persistent Asset Partners Ltd | 3,094 | $6,121 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 2,500 | $5,125 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 506 | $1,000 | New position | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 10 | $20 | ▲ +1 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 2 | $4 | New position | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 1 | $2 | Unchanged | 0.00% | 2026-06-30 |
| Focus Partners Wealth | 0 | $0 | Sold out | 2026-06-30 | |
| HRT FINANCIAL LP | 0 | $0 | Sold out | 2026-06-30 | |
| Mink Brook Asset Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| GTS SECURITIES LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 |