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Institutional Holdings
FXFOwnership Summary
Institutions Holding
15
Total Shares Held
64,386
Total Value Held
$2,654,657
Quarter
2026-06-30
Active Positions
Increased Positions
2
60,282 shares
Decreased Positions
2
802 shares
Held Positions
5
2,404 shares
New Positions
1
898 shares
Sold Out Positions
5
5,195 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 20,206 | $2,203,519 | ▲ +342 | 0.00% | 2026-06-30 |
| Carr Financial Group Corp | 2,000 | $218,105 | Unchanged | 0.05% | 2026-06-30 |
| Brooklyn FI, LLC | 898 | $97,146 | New position | 0.02% | 2026-06-30 |
| Farther Finance Advisors, LLC | 797 | $86,915 | ▼ -63 | 0.00% | 2026-06-30 |
| AdvisorNet Financial, Inc | 222 | $24,210 | Unchanged | 0.00% | 2026-06-30 |
| Roxbury Financial LLC | 138 | $15,049 | Unchanged | 0.01% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 40,076 | $4,370 | ▲ +29,515 | 0.18% | 2026-06-30 |
| Aventura Private Wealth, LLC | 25 | $2,726 | Unchanged | 0.00% | 2026-06-30 |
| Bradley & Co. Private Wealth Management, LLC | 19 | $2,072 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 5 | $545 | ▼ -594 | 0.00% | 2026-06-30 |
| Wellspring Financial Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Nalls Sherbakoff Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Parallel Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BNP PARIBAS FINANCIAL MARKETS | 0 | $0 | Sold out | 2026-06-30 |