← All institutions
Institutional Holdings
BEEMOwnership Summary
Institutions Holding
53
Total Shares Held
2,419,321
Total Value Held
$3,090,395
Quarter
2026-06-30
Active Positions
Increased Positions
13
925,836 shares
Decreased Positions
6
287,737 shares
Held Positions
16
186,362 shares
New Positions
14
1,019,386 shares
Sold Out Positions
4
13,552 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 659,356 | $857,163 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 221,390 | $287,807 | ▲ +71,089 | 0.00% | 2026-06-30 |
| UBS Group AG | 207,105 | $269,237 | ▲ +179,243 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 191,280 | $248,714 | ▼ -40,746 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 179,274 | $233,056 | ▲ +44,860 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 147,466 | $191,706 | ▲ +111,466 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 144,018 | $187,223 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 136,228 | $177,096 | New position | 0.00% | 2026-06-30 |
| STATE STREET CORP | 58,228 | $75,696 | Unchanged | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 55,700 | $72,410 | ▼ -28,900 | 0.00% | 2026-06-30 |
| Virtue Capital Management, LLC | 50,000 | $65,000 | Unchanged | 0.01% | 2026-06-30 |
| XTX Topco Ltd | 46,436 | $60,367 | New position | 0.00% | 2026-06-30 |
| Green Alpha Advisors, LLC | 40,505 | $52,657 | ▲ +1,080 | 0.04% | 2026-06-30 |
| NORTHERN TRUST CORP | 39,908 | $51,880 | ▲ +6,601 | 0.00% | 2026-06-30 |
| Lido Advisors, LLC | 29,345 | $38,149 | Unchanged | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 26,571 | $34,542 | ▲ +8,817 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 22,125 | $28,762 | ▲ +225 | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 19,352 | $25,158 | ▲ +5,084 | 0.00% | 2026-06-30 |
| Engineers Gate Manager LP | 18,617 | $24,202 | ▲ +6,170 | 0.00% | 2026-06-30 |
| R Squared Ltd | 17,131 | $22,270 | ▼ -818 | 0.01% | 2026-06-30 |
| SHUFRO ROSE & CO LLC | 15,000 | $19,500 | Unchanged | 0.00% | 2026-06-30 |
| PFG Investments, LLC | 12,363 | $16,072 | ▼ -5,305 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 11,252 | $14,627 | ▼ -999 | 0.00% | 2026-06-30 |
| Allied Private Wealth LLC | 6,439 | $7,791 | New position | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 5,000 | $6,150 | Unchanged | 0.00% | 2026-06-30 |
| JNBA Financial Advisors | 4,000 | $5,200 | Unchanged | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 3,060 | $3,978 | ▲ +1,749 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 2,816 | $3,436 | Unchanged | 0.00% | 2026-06-30 |
| NFSG Corp | 2,000 | $2,600 | Unchanged | 0.00% | 2026-06-30 |
| Commonwealth Retirement Investments LLC | 1,872 | $2,434 | New position | 0.00% | 2026-06-30 |
| Center for Financial Planning, Inc. | 1,000 | $1,300 | Unchanged | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 753 | $927 | Unchanged | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 625 | $813 | Unchanged | 0.00% | 2026-06-30 |
| BOKF, NA | 500 | $650 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 454 | $590 | ▲ +66 | 0.00% | 2026-06-30 |
| IFG Advisory, LLC | 400 | $520 | New position | 0.00% | 2026-06-30 |
| ARMSTRONG ADVISORY GROUP, INC | 140 | $182 | New position | 0.00% | 2026-06-30 |
| FMR LLC | 109 | $142 | New position | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 100 | $130 | New position | 0.00% | 2026-06-30 |
| Institute for Wealth Management, LLC. | 80 | $104 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 35 | $46 | Unchanged | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 16,988 | $23 | Unchanged | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 16 | $21 | Unchanged | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 13,984 | $18 | New position | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 11 | $14 | ▼ -4 | 0.00% | 2026-06-30 |
| Virtu Financial LLC | 10,219 | $13 | New position | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 9 | $12 | ▲ +7 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 5 | $7 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 56 | $0 | Unchanged | 0.00% | 2026-06-30 |
| TWO SIGMA SECURITIES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Rossby Financial, LCC | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 |