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Institutional Holdings
CLIROwnership Summary
Institutions Holding
26
Total Shares Held
399,853
Total Value Held
$1,299,855
Quarter
2026-06-30
Active Positions
Increased Positions
2
1,530 shares
Decreased Positions
1
51,457 shares
Held Positions
12
184,478 shares
New Positions
9
162,388 shares
Sold Out Positions
2
22,855 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 105,429 | $386,924 | New position | 0.00% | 2026-06-30 |
| SIMON QUICK ADVISORS, LLC | 60,314 | $221,352 | Unchanged | 0.01% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 51,457 | $188,890 | ▼ -6,226 | 0.00% | 2026-06-30 |
| Beacon Pointe Advisors, LLC | 27,173 | $99,725 | Unchanged | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 23,460 | $86,098 | New position | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 20,565 | $75,474 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 19,503 | $71,576 | Unchanged | 0.00% | 2026-06-30 |
| DDD Partners, LLC | 12,000 | $44,040 | Unchanged | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 10,080 | $36,994 | New position | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 8,120 | $29,800 | Unchanged | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,172 | $26,321 | Unchanged | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 2,125 | $7,799 | Unchanged | 0.00% | 2026-06-30 |
| Gleason Group, Inc. | 1,802 | $6,613 | Unchanged | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,518 | $5,571 | ▲ +473 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 1,350 | $4,955 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 684 | $3,000 | New position | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 687 | $2,521 | New position | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 400 | $1,468 | Unchanged | 0.00% | 2026-06-30 |
| UBS Group AG | 100 | $367 | New position | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 44,300 | $163 | Unchanged | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 33 | $121 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 12 | $44 | ▲ +1 | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 9 | $33 | Unchanged | 0.00% | 2026-06-30 |
| Centerpoint Advisors, LLC | 1,560 | $6 | Unchanged | 0.00% | 2026-06-30 |
| Creative Planning | 0 | $0 | Sold out | 2026-06-30 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0 | Sold out | 2026-06-30 |