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Institutional Holdings
CLNKOwnership Summary
Institutions Holding
8
Total Shares Held
91,254
Total Value Held
$1,074,683
Quarter
2026-06-30
Active Positions
Increased Positions
2
73,864 shares
Decreased Positions
0
0 shares
Held Positions
1
1,250 shares
New Positions
4
16,140 shares
Sold Out Positions
1
69 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 34,964 | $539,495 | ▲ +1,580 | 0.01% | 2026-06-30 |
| MOR Wealth Management, LLC | 38,900 | $508,812 | ▲ +11,686 | 0.20% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1,250 | $16,350 | Unchanged | 0.00% | 2026-06-30 |
| UBS Group AG | 600 | $7,848 | New position | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 145 | $1,896 | New position | 0.00% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 15,389 | $201 | New position | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 6 | $81 | New position | 0.00% | 2026-06-30 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 |