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Institutional Holdings
FDUSOwnership Summary
Institutions Holding
15
Total Shares Held
636,111
Total Value Held
$12,130,425
Quarter
2026-06-30
Active Positions
Increased Positions
4
447,484 shares
Decreased Positions
1
33,855 shares
Held Positions
3
6,607 shares
New Positions
3
148,165 shares
Sold Out Positions
4
774,376 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | 230,108 | $4,388,160 | ▲ +16,723 | 0.00% | 2026-06-30 |
| RIVERBRIDGE PARTNERS LLC | 110,869 | $2,114,273 | ▲ +984 | 0.06% | 2026-06-30 |
| MARSHALL WACE, LLP | 110,489 | $2,107,024 | New position | 0.00% | 2026-06-30 |
| IHT Wealth Management, LLC | 104,311 | $1,989,226 | ▲ +21,456 | 0.04% | 2026-06-30 |
| Campbell & CO Investment Adviser LLC | 33,855 | $645,615 | ▼ -2,248 | 0.03% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 24,436 | $465,989 | New position | 0.00% | 2026-06-30 |
| MACKENZIE FINANCIAL CORP | 13,240 | $252,487 | New position | 0.00% | 2026-06-30 |
| BROWN BROTHERS HARRIMAN & CO | 5,337 | $101,777 | Unchanged | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 2,196 | $41,878 | ▲ +488 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 770 | $14,461 | Unchanged | 0.00% | 2026-06-30 |
| SouthState Bank Corp | 500 | $9,535 | Unchanged | 0.00% | 2026-06-30 |
| VAN ECK ASSOCIATES CORP | 0 | $0 | Sold out | 2026-06-30 | |
| Quantbot Technologies LP | 0 | $0 | Sold out | 2026-06-30 | |
| Entropy Technologies, LP | 0 | $0 | Sold out | 2026-06-30 | |
| DANSKE BANK A/S | 0 | $0 | Sold out | 2026-06-30 |