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Institutional Holdings
BDLOwnership Summary
Institutions Holding
11
Total Shares Held
187,427
Total Value Held
$7,636,008
Quarter
2026-06-30
Active Positions
Increased Positions
2
6,176 shares
Decreased Positions
3
78,809 shares
Held Positions
3
78,844 shares
New Positions
3
23,598 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 63,747 | $2,858,415 | Unchanged | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 30,993 | $1,389,726 | ▼ -500 | 0.00% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 30,666 | $1,375,063 | ▼ -5,000 | 0.02% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,287 | $909,669 | New position | 0.00% | 2026-06-30 |
| Empowered Funds, LLC | 15,007 | $672,914 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 4,762 | $213,547 | ▲ +1 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 2,991 | $134,116 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 1,414 | $63,404 | ▲ +445 | 0.00% | 2026-06-30 |
| Grove Bank & Trust | 320 | $14,349 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 90 | $4,036 | Unchanged | 0.00% | 2026-06-30 |
| Ceeto Capital Group, LLC | 17,150 | $769 | ▼ -400 | 0.21% | 2026-06-30 |