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Institutional Holdings
CITROwnership Summary
Institutions Holding
26
Total Shares Held
2,191,564
Total Value Held
$8,551,744
Quarter
2026-06-30
Active Positions
Increased Positions
11
624,342 shares
Decreased Positions
1
33,094 shares
Held Positions
4
751,715 shares
New Positions
9
782,413 shares
Sold Out Positions
1
56,321 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 486,620 | $2,686,142 | New position | 0.00% | 2026-06-30 |
| FIFTH THIRD BANCORP | 235,281 | $1,298,751 | ▲ +114,111 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 176,239 | $973,325 | ▲ +23,698 | 0.00% | 2026-06-30 |
| Lotus Technology Management, LP | 750,000 | $750,000 | Unchanged | 0.92% | 2026-06-30 |
| Cerity Partners LLC | 101,275 | $559,038 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 94,625 | $522,330 | New position | 0.00% | 2026-06-30 |
| STATE STREET CORP | 63,650 | $351,348 | ▲ +52,000 | 0.00% | 2026-06-30 |
| T3 Companies, LLC | 40,983 | $226,226 | ▲ +15,983 | 0.24% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 40,825 | $211,065 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 37,969 | $209,589 | ▲ +11,738 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 37,181 | $205,239 | New position | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,094 | $182,679 | ▼ -50,091 | 0.00% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 20,600 | $113,712 | New position | 0.00% | 2026-06-30 |
| LPL Financial LLC | 15,199 | $83,898 | ▲ +5,000 | 0.00% | 2026-06-30 |
| Coastal Bridge Advisors, LLC | 12,497 | $68,983 | ▲ +1,666 | 0.00% | 2026-06-30 |
| Centiva Capital, LP | 12,127 | $66,941 | ▲ +886 | 0.00% | 2026-06-30 |
| Banque Cantonale Vaudoise | 9 | $11,000 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 1,674 | $9,240 | ▲ +477 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,211 | $6,685 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 1,008 | $5,564 | ▲ +84 | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 1,000 | $5,520 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 499 | $2,754 | Unchanged | 0.00% | 2026-06-30 |
| KERR FINANCIAL PLANNING Corp | 216 | $1,193 | Unchanged | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 67 | $370 | New position | 0.00% | 2026-06-30 |
| FNY Investment Advisers, LLC | 27,715 | $152 | ▲ +18,481 | 0.05% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 |