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Institutional Holdings

COHN

Ownership Summary

Institutions Holding
17
Total Shares Held
155,533
Total Value Held
$2,112,388
Quarter
2026-06-30

Active Positions

Increased Positions
7
85,937 shares
Decreased Positions
2
2,033 shares
Held Positions
0
0 shares
New Positions
5
67,563 shares
Sold Out Positions
3
20,523 shares
Institution Shares Value Change % of Portfolio Reported
BlackRock, Inc. 31,345 $425,666 ▲ +6,668 0.00% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 29,521 $400,895 New position 0.00% 2026-06-30
TWO SIGMA INVESTMENTS, LP 26,538 $360,386 ▲ +14,827 0.00% 2026-06-30
BRIDGEWAY CAPITAL MANAGEMENT, LLC 17,044 $231,458 New position 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 13,433 $182,420 ▲ +1,342 0.00% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 12,873 $174,815 ▲ +2,608 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 10,718 $145,550 New position 0.00% 2026-06-30
CITADEL ADVISORS LLC 10,278 $139,575 New position 0.00% 2026-06-30
Spire Wealth Management 2,000 $27,160 ▼ -500 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 1,401 $19,021 ▲ +1 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 338 $4,590 ▲ +56 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 33 $698 ▼ -33 0.00% 2026-06-30
MORGAN STANLEY 9 $127 ▲ +6 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 2 $27 New position 0.00% 2026-06-30
Trustees of Columbia University in the City of New York 0 $0 Sold out 2026-06-30
UBS Group AG 0 $0 Sold out 2026-06-30
CITIGROUP INC 0 $0 Sold out 2026-06-30