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Institutional Holdings

INTS

Ownership Summary

Institutions Holding
18
Total Shares Held
1,168,711
Total Value Held
$4,701,604
Quarter
2026-06-30

Active Positions

Increased Positions
3
525,200 shares
Decreased Positions
2
22,788 shares
Held Positions
6
66,492 shares
New Positions
6
554,231 shares
Sold Out Positions
1
200 shares
Institution Shares Value Change % of Portfolio Reported
KMT WEALTH MANAGEMENT, LLC 496,493 $2,035,621 New position 1.72% 2026-06-30
Kingsbury Capital Investment Advisors LLC 496,493 $2,035,621 ▲ +458,439 1.72% 2026-06-30
Rothschild Wealth LLC 26,723 $109,564 ▲ +3,429 0.01% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 26,569 $108,933 New position 0.00% 2026-06-30
SAPIENT CAPITAL LLC 26,006 $106,625 Unchanged 0.00% 2026-06-30
NANO CAP NEW MILLENNIUM GROWTH FUND L P 25,000 $102,500 Unchanged 0.08% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 22,787 $93,426 ▼ -3,232 0.00% 2026-06-30
Mesirow Financial Investment Management, Inc. 14,118 $57,884 Unchanged 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 9,121 $37,396 New position 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 1,984 $8,134 ▲ +1,917 0.00% 2026-06-30
NewEdge Advisors, LLC 1,148 $4,707 Unchanged 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 200 $820 Unchanged 0.00% 2026-06-30
BARCLAYS PLC 42 $172 New position 0.00% 2026-06-30
FNY Investment Advisers, LLC 22,000 $90 New position 0.03% 2026-06-30
MORGAN STANLEY 20 $82 Unchanged 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 6 $25 New position 0.00% 2026-06-30
UBS Group AG 1 $4 ▼ -191 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 0 $0 Sold out 2026-06-30