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Institutional Holdings
IAOwnership Summary
Institutions Holding
9
Total Shares Held
32,818
Total Value Held
$58,407
Quarter
2026-06-30
Active Positions
Increased Positions
3
3,180 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
2
29,638 shares
Sold Out Positions
4
47,578 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 2,740 | $49,019 | ▲ +1,569 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 292 | $5,256 | ▲ +172 | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 148 | $2,664 | ▲ +133 | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 52 | $936 | New position | 0.00% | 2026-06-30 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 29,586 | $532 | New position | 0.03% | 2026-06-30 |
| ACADIAN ASSET MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| HOLLENCREST CAPITAL MANAGEMENT | 0 | $0 | Sold out | 2026-06-30 | |
| AdvisorNet Financial, Inc | 0 | $0 | Sold out | 2026-06-30 |