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Institutional Holdings
HPIOwnership Summary
Institutions Holding
8
Total Shares Held
861,706
Total Value Held
$15,484,716
Quarter
2026-06-30
Active Positions
Increased Positions
4
677,139 shares
Decreased Positions
0
0 shares
Held Positions
3
184,567 shares
New Positions
0
0 shares
Sold Out Positions
1
138 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Eldridge Investment Advisors, Inc. | 601,948 | $13,663,975 | ▲ +62,395 | 2.71% | 2026-06-30 |
| 1620 INVESTMENT ADVISORS, INC. | 67,434 | $1,530,747 | ▲ +2,464 | 0.95% | 2026-06-30 |
| Farther Finance Advisors, LLC | 5,289 | $120,058 | Unchanged | 0.00% | 2026-06-30 |
| Birchwood Financial Partners, Inc. | 4,704 | $76,257 | ▲ +105 | 0.06% | 2026-06-30 |
| PRIVATE TRUST CO NA | 3,053 | $49,489 | ▲ +2,500 | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 1,820 | $41,313 | Unchanged | 0.00% | 2026-06-30 |
| COHEN & STEERS, INC. | 177,458 | $2,877 | Unchanged | 0.00% | 2026-06-30 |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 |