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Institutional Holdings
BOXLOwnership Summary
Institutions Holding
9
Total Shares Held
6,912
Total Value Held
$32,538
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
5
1,912 shares
Held Positions
1
5,000 shares
New Positions
0
0 shares
Sold Out Positions
3
43,039 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| MORGAN STANLEY | 5,000 | $23,550 | Unchanged | 0.00% | 2026-06-30 |
| UBS Group AG | 1,179 | $5,553 | ▼ -644 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 592 | $2,788 | ▼ -2,993 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 134 | $616 | ▼ -549 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 5 | $22 | ▼ -31 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 2 | $9 | ▼ -10 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Tower Research Capital LLC (TRC) | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 |