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Institutional Holdings
IEPOwnership Summary
Institutions Holding
6
Total Shares Held
61,034
Total Value Held
$1,000,281
Quarter
2026-06-30
Active Positions
Increased Positions
3
60,417 shares
Decreased Positions
0
0 shares
Held Positions
1
257 shares
New Positions
1
360 shares
Sold Out Positions
1
2,129 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 27,951 | $769,788 | ▲ +22,415 | 0.00% | 2026-06-30 |
| Sankala Group LLC | 20,028 | $136,491 | ▲ +5,028 | 0.09% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 12,438 | $89,553 | ▲ +4,743 | 0.00% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 360 | $2,596 | New position | 0.00% | 2026-06-30 |
| Indiana Trust & Investment Management Co | 257 | $1,853 | Unchanged | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 |