← All institutions
Institutional Holdings
DAIOOwnership Summary
Institutions Holding
37
Total Shares Held
3,130,893
Total Value Held
$11,827,225
Quarter
2026-06-30
Active Positions
Increased Positions
7
509,164 shares
Decreased Positions
7
1,039,616 shares
Held Positions
9
1,119,112 shares
New Positions
11
463,001 shares
Sold Out Positions
3
14,024 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Kanen Wealth Management LLC | 839,421 | $3,287,675 | Unchanged | 0.80% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 392,443 | $1,546,225 | ▼ -15,200 | 0.00% | 2026-06-30 |
| Penbrook Management LLC | 355,850 | $1,402,049 | ▼ -1,000 | 0.89% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 323,672 | $1,275,268 | New position | 0.00% | 2026-06-30 |
| Kovack Advisors, Inc. | 285,481 | $1,107,666 | ▲ +17,500 | 0.05% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 140,679 | $554,276 | Unchanged | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 115,057 | $453,420 | ▲ +28,190 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 86,869 | $342,264 | ▼ -20,531 | 0.00% | 2026-06-30 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 74,558 | $293,759 | ▼ -83 | 0.04% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 58,643 | $231,053 | New position | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,548 | $191,279 | ▲ +21,711 | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 43,472 | $171,280 | Unchanged | 0.00% | 2026-06-30 |
| THOMPSON DAVIS & CO., INC. | 23,533 | $92,720 | New position | 0.06% | 2026-06-30 |
| JAMES INVESTMENT RESEARCH, INC. | 22,402 | $88,264 | Unchanged | 0.01% | 2026-06-30 |
| NewEdge Advisors, LLC | 22,402 | $88,264 | Unchanged | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 21,827 | $85,998 | ▲ +8,351 | 0.00% | 2026-06-30 |
| LPL Financial LLC | 21,000 | $82,740 | ▼ -1,545 | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 20,050 | $78,997 | ▲ +19,650 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 17,727 | $69,844 | New position | 0.00% | 2026-06-30 |
| Legato Capital Management LLC | 17,550 | $69,147 | Unchanged | 0.01% | 2026-06-30 |
| BlackRock, Inc. | 17,015 | $67,039 | Unchanged | 0.00% | 2026-06-30 |
| STATE STREET CORP | 16,170 | $63,710 | Unchanged | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 15,284 | $60,219 | New position | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 13,979 | $55,077 | ▲ +11,220 | 0.00% | 2026-06-30 |
| CITIGROUP INC | 7,176 | $28,273 | New position | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 5,124 | $20,189 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 4,222 | $16,635 | ▲ +3,281 | 0.00% | 2026-06-30 |
| Point Nemo Capital, LLC | 500 | $1,970 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 314 | $1,237 | ▼ -1,367 | 0.00% | 2026-06-30 |
| ACADIAN ASSET MANAGEMENT LLC | 108,582 | $427 | ▼ -15,537 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 50 | $197 | New position | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 11,288 | $44 | New position | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 4 | $16 | New position | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 1 | $4 | Unchanged | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| ROYAL BANK OF CANADA | 0 | $0 | Sold out | 2026-06-30 | |
| BARD ASSOCIATES INC | 0 | $0 | Sold out | 2026-06-30 |