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Institutional Holdings
CIRCOwnership Summary
Institutions Holding
7
Total Shares Held
387,405
Total Value Held
$356,623
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
7
387,405 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 373,191 | $343,547 | New position | 0.00% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 10,106 | $9,298 | New position | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 2,583 | $2,376 | New position | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 1,055 | $970 | New position | 0.00% | 2026-06-30 |
| Essential Partners LLC | 298 | $274 | New position | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 107 | $98 | New position | 0.00% | 2026-06-30 |
| Fortitude Family Office, LLC | 65 | $60 | New position | 0.00% | 2026-06-30 |