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Institutional Holdings
EQSOwnership Summary
Institutions Holding
9
Total Shares Held
122,628
Total Value Held
$152,058
Quarter
2026-06-30
Active Positions
Increased Positions
1
6,447 shares
Decreased Positions
1
8,897 shares
Held Positions
4
86,954 shares
New Positions
1
20,330 shares
Sold Out Positions
2
24,466 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| MORGAN STANLEY | 35,666 | $44,226 | Unchanged | 0.00% | 2026-06-30 |
| SHUFRO ROSE & CO LLC | 31,287 | $38,796 | Unchanged | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 20,330 | $25,209 | New position | 0.00% | 2026-06-30 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20,000 | $24,800 | Unchanged | 0.00% | 2026-06-30 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8,897 | $11,032 | ▼ -205 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 6,447 | $7,994 | ▲ +1,500 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 1 | $1 | Unchanged | 0.00% | 2026-06-30 |
| MSH Capital Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 |