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Institutional Holdings

IBO

Ownership Summary

Institutions Holding
23
Total Shares Held
3,834,254
Total Value Held
$1,764,145
Quarter
2026-06-30

Active Positions

Increased Positions
2
9,577 shares
Decreased Positions
5
1,440,230 shares
Held Positions
8
880,030 shares
New Positions
7
1,504,417 shares
Sold Out Positions
1
0 shares
Institution Shares Value Change % of Portfolio Reported
GEODE CAPITAL MANAGEMENT, LLC 1,185,163 $545,578 ▼ -7,762 0.00% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 808,689 $371,997 New position 0.00% 2026-06-30
STATE STREET CORP 607,897 $279,633 Unchanged 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 589,428 $271,137 New position 0.00% 2026-06-30
BlackRock, Inc. 259,946 $119,575 Unchanged 0.00% 2026-06-30
NORTHERN TRUST CORP 235,475 $108,319 ▼ -8,468 0.00% 2026-06-30
CITADEL ADVISORS LLC 49,567 $22,801 New position 0.00% 2026-06-30
Vanguard Global Advisers, LLC 32,201 $14,812 New position 0.00% 2026-06-30
JANE STREET GROUP, LLC 24,528 $11,282 New position 0.00% 2026-06-30
TWO SIGMA INVESTMENTS, LP 17,191 $7,908 ▼ -20,236 0.00% 2026-06-30
Mason & Associates Inc 10,000 $4,600 Unchanged 0.00% 2026-06-30
MORGAN STANLEY 9,285 $4,272 ▲ +11 0.00% 2026-06-30
UBS Group AG 2,400 $1,104 ▼ -30,017 0.00% 2026-06-30
Global Trust Asset Management, LLC 1,818 $836 Unchanged 0.00% 2026-06-30
FMR LLC 292 $134 ▲ +2 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 224 $103 Unchanged 0.00% 2026-06-30
NFSG Corp 86 $40 Unchanged 0.00% 2026-06-30
Burk Holdings LLC 27 $12 Unchanged 0.00% 2026-06-30
DANSKE BANK A/S 3 $1 New position 0.00% 2026-06-30
CITIGROUP INC 1 $0 ▼ -352 0.00% 2026-06-30
ROYAL BANK OF CANADA 32 $0 Unchanged 0.00% 2026-06-30
Blue Trust, Inc. 1 $0 New position 0.00% 2026-06-30
Center for Financial Planning, Inc. 0 $1 Sold out 0.00% 2026-06-30