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Institutional Holdings
CURLFOwnership Summary
Institutions Holding
7
Total Shares Held
12,461,035
Total Value Held
$134,703,792
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
3
40,042 shares
Held Positions
0
0 shares
New Positions
2
12,420,993 shares
Sold Out Positions
2
1,156 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 12,420,961 | $134,270,592 | New position | 16.21% | 2026-06-30 |
| ALBERT D MASON INC | 25,009 | $270,347 | ▼ -50,070 | 0.15% | 2026-06-30 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | 15,000 | $162,150 | ▼ -17,500 | 0.12% | 2026-06-30 |
| Ancora Advisors LLC | 33 | $357 | ▼ -67 | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 32 | $346 | New position | 0.00% | 2026-06-30 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Heritage Wealth Advisors | 0 | $0 | Sold out | 2026-06-30 |