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Institutional Holdings
FSOLOwnership Summary
Institutions Holding
7
Total Shares Held
94,608
Total Value Held
$276,306
Quarter
2026-06-30
Active Positions
Increased Positions
1
123 shares
Decreased Positions
1
62,765 shares
Held Positions
1
10,728 shares
New Positions
1
20,992 shares
Sold Out Positions
3
12,728 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GR FINANCIAL GROUP, LLC | 20,992 | $181,793 | New position | 0.02% | 2026-06-30 |
| KINGSWOOD WEALTH ADVISORS, LLC | 10,728 | $92,904 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 123 | $1,065 | ▲ +15 | 0.00% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 62,765 | $544 | ▼ -23,914 | 0.02% | 2026-06-30 |
| Parallel Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Bogart Wealth, LLC | 0 | $0 | Sold out | 2026-06-30 |