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Institutional Holdings
FORTYOwnership Summary
Institutions Holding
14
Total Shares Held
17,724
Total Value Held
$1,776,706
Quarter
2026-06-30
Active Positions
Increased Positions
1
7 shares
Decreased Positions
3
5,329 shares
Held Positions
6
11,888 shares
New Positions
1
500 shares
Sold Out Positions
3
1,875 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 7,716 | $787,110 | Unchanged | 0.03% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 3,315 | $344,561 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 2,707 | $276,141 | ▼ -1 | 0.00% | 2026-06-30 |
| Altshuler Shaham Ltd | 2,565 | $231,378 | ▼ -5,177 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 680 | $69,367 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 500 | $51,000 | New position | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 100 | $10,394 | Unchanged | 0.00% | 2026-06-30 |
| UBS Group AG | 57 | $5,815 | ▼ -70 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 7 | $714 | ▲ +2 | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 2 | $206 | Unchanged | 0.00% | 2026-06-30 |
| Harel Insurance Investments & Financial Services Ltd. | 75 | $8 | Unchanged | 0.00% | 2026-06-30 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SBI Securities Co., Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| WELLS FARGO & COMPANY/MN | 0 | $12 | Sold out | 0.00% | 2026-06-30 |