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Institutional Holdings
ECOROwnership Summary
Institutions Holding
36
Total Shares Held
992,077
Total Value Held
$8,559,096
Quarter
2026-06-30
Active Positions
Increased Positions
5
99,421 shares
Decreased Positions
4
135,897 shares
Held Positions
11
117,468 shares
New Positions
11
639,291 shares
Sold Out Positions
5
137,697 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 211,639 | $1,828,561 | New position | 0.00% | 2026-06-30 |
| FourWorld Capital Management LLC | 94,000 | $812,160 | New position | 0.74% | 2026-06-30 |
| WEXFORD CAPITAL LP | 92,060 | $795,398 | New position | 0.10% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 73,149 | $632,154 | ▼ -4,934 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 66,506 | $574,612 | ▲ +55,389 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 63,402 | $547,793 | New position | 0.00% | 2026-06-30 |
| Wealthspire Advisors, LLC | 47,498 | $410,383 | Unchanged | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 43,803 | $378,457 | New position | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 43,672 | $377,325 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 38,770 | $334,973 | New position | 0.00% | 2026-06-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 36,270 | $301,041 | ▼ -10,350 | 0.02% | 2026-06-30 |
| BlackRock, Inc. | 31,776 | $274,545 | ▲ +5,000 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 26,518 | $229,116 | Unchanged | 0.00% | 2026-06-30 |
| WealthShield Partners, LLC | 25,978 | $224,450 | Unchanged | 0.03% | 2026-06-30 |
| BRC Group Holdings, Inc. | 25,104 | $216,899 | New position | 0.05% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 25,000 | $216,000 | New position | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 19,900 | $171,936 | ▼ -24,509 | 0.00% | 2026-06-30 |
| TOBIAS FINANCIAL ADVISORS, INC. | 10,000 | $86,400 | Unchanged | 0.01% | 2026-06-30 |
| UBS Group AG | 6,578 | $56,834 | ▼ -1,845 | 0.00% | 2026-06-30 |
| BFSG, LLC | 3,862 | $33,368 | Unchanged | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 1,946 | $16,813 | Unchanged | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 1,771 | $15,301 | New position | 0.00% | 2026-06-30 |
| Kozak & Associates, Inc. | 666 | $5,528 | Unchanged | 0.00% | 2026-06-30 |
| Rialto Wealth Management, LLC | 634 | $5,478 | Unchanged | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 598 | $5,167 | ▲ +287 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 467 | $4,035 | ▲ +100 | 0.00% | 2026-06-30 |
| Prestige Wealth Management Group LLC | 270 | $2,333 | Unchanged | 0.00% | 2026-06-30 |
| Allworth Financial LP | 72 | $623 | Unchanged | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 70 | $605 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 74 | $601 | ▲ +73 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 24 | $207 | Unchanged | 0.00% | 2026-06-30 |
| Balyasny Asset Management L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| TWO SIGMA INVESTMENTS, LP | 0 | $0 | Sold out | 2026-06-30 | |
| ROYAL BANK OF CANADA | 0 | $0 | Sold out | 2026-06-30 | |
| Tower Research Capital LLC (TRC) | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 |