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Institutional Holdings
DBBOwnership Summary
Institutions Holding
16
Total Shares Held
361,735
Total Value Held
$7,737,104
Quarter
2026-06-30
Active Positions
Increased Positions
2
2,360 shares
Decreased Positions
4
170,251 shares
Held Positions
2
6,638 shares
New Positions
5
182,486 shares
Sold Out Positions
3
19,941 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 137,577 | $3,314,009 | New position | 0.00% | 2026-06-30 |
| RPg Family Wealth Advisory, LLC | 83,668 | $2,016,405 | ▼ -1,618 | 0.34% | 2026-06-30 |
| Risk Paradigm Group, LLC | 83,585 | $2,014,405 | ▼ -1,611 | 1.58% | 2026-06-30 |
| Ancora Advisors LLC | 5,200 | $125,320 | Unchanged | 0.00% | 2026-06-30 |
| Cornerstone Planning Group LLC | 2,960 | $73,799 | ▼ -1 | 0.01% | 2026-06-30 |
| Parallel Advisors, LLC | 2,423 | $58,394 | New position | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 1,683 | $40,560 | ▲ +1,053 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 1,438 | $34,498 | Unchanged | 0.00% | 2026-06-30 |
| Canton Hathaway, LLC | 1,049 | $25,281 | New position | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 677 | $16,316 | ▲ +60 | 0.00% | 2026-06-30 |
| Continuum Advisory, LLC | 673 | $16,219 | New position | 0.00% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 40,764 | $982 | New position | 0.04% | 2026-06-30 |
| CoreCap Advisors, LLC | 38 | $916 | ▼ -320 | 0.00% | 2026-06-30 |
| COOPER INVESTORS PTY LTD | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 |