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Institutional Holdings
KBSROwnership Summary
Institutions Holding
4
Total Shares Held
24,241
Total Value Held
$48,550
Quarter
2026-06-30
Active Positions
Increased Positions
1
16,734 shares
Decreased Positions
0
0 shares
Held Positions
2
6,787 shares
New Positions
1
720 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | 16,734 | $45,182 | ▲ +2,607 | 0.01% | 2026-06-30 |
| Capital Advisor Network LLC | 720 | $1,943 | New position | 0.00% | 2026-06-30 |
| Main Street Group, LTD | 521 | $1,408 | Unchanged | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 6,266 | $17 | Unchanged | 0.00% | 2026-06-30 |