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Institutional Holdings
BUDAOwnership Summary
Institutions Holding
15
Total Shares Held
388,201
Total Value Held
$3,303,593
Quarter
2026-06-30
Active Positions
Increased Positions
2
12,620 shares
Decreased Positions
1
293,061 shares
Held Positions
2
23,394 shares
New Positions
8
59,126 shares
Sold Out Positions
2
31,740 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BARD ASSOCIATES INC | 293,061 | $2,493,950 | ▼ -259 | 0.55% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 37,271 | $317,176 | New position | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 23,283 | $198,137 | Unchanged | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 16,402 | $139,581 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 12,026 | $102,341 | ▲ +3,301 | 0.00% | 2026-06-30 |
| SOA Wealth Advisors, LLC. | 3,331 | $28,347 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1,200 | $10,212 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 704 | $5,991 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 594 | $5,055 | ▲ +253 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 200 | $1,702 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 111 | $945 | Unchanged | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 13 | $111 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 5 | $45 | New position | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ROYAL BANK OF CANADA | 0 | $0 | Sold out | 2026-06-30 |