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Institutional Holdings
HYSROwnership Summary
Institutions Holding
4
Total Shares Held
162,700
Total Value Held
$3,418
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
1
20,000 shares
New Positions
2
142,700 shares
Sold Out Positions
1
35,461 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 82,700 | $1,738 | New position | 0.00% | 2026-06-30 |
| Wealthspire Advisors, LLC | 60,000 | $1,260 | New position | 0.00% | 2026-06-30 |
| Ancora Advisors LLC | 20,000 | $420 | Unchanged | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 |