← All institutions
Institutional Holdings
KWYOwnership Summary
Institutions Holding
71
Total Shares Held
10,101,347
Total Value Held
$103,760,152
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
71
10,101,347 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 3,363,450 | $35,047,149 | New position | 20.10% | 2026-06-30 |
| Capricorn Fund Managers Ltd | 1,410,526 | $14,697,681 | New position | 1.16% | 2026-06-30 |
| BlackRock, Inc. | 1,262,514 | $13,155,396 | New position | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 856,359 | $8,923,261 | New position | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 515,740 | $5,376,058 | New position | 0.00% | 2026-06-30 |
| Belpointe Asset Management LLC | 358,511 | $3,735,685 | New position | 0.12% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 302,815 | $3,155,332 | New position | 0.00% | 2026-06-30 |
| BARD ASSOCIATES INC | 279,274 | $2,910,036 | New position | 0.65% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 183,860 | $1,915,821 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 170,484 | $1,776,443 | New position | 0.00% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 149,208 | $1,554,747 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 148,164 | $1,543,869 | New position | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 114,832 | $1,196,550 | New position | 0.00% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 82,832 | $863,109 | New position | 0.00% | 2026-06-30 |
| Squarepoint Ops LLC | 75,937 | $791,264 | New position | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 72,517 | $755,627 | New position | 0.00% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 70,285 | $732,370 | New position | 0.00% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 68,000 | $708,560 | New position | 0.00% | 2026-06-30 |
| Nuveen, LLC | 51,863 | $540,412 | New position | 0.00% | 2026-06-30 |
| Bank of New York Mellon Corp | 45,610 | $475,256 | New position | 0.00% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 32,100 | $334,482 | New position | 0.01% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 30,273 | $315,445 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 25,070 | $261,229 | New position | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 24,043 | $250,520 | New position | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,862 | $248,642 | New position | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 23,168 | $241,411 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 21,809 | $227,249 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 19,760 | $205,899 | New position | 0.00% | 2026-06-30 |
| LPL Financial LLC | 16,600 | $172,972 | New position | 0.00% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 16,160 | $168,549 | New position | 0.00% | 2026-06-30 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11,704 | $121,956 | New position | 0.00% | 2026-06-30 |
| MetLife Investment Management, LLC | 11,701 | $121,924 | New position | 0.00% | 2026-06-30 |
| Invesco Ltd. | 11,681 | $121,716 | New position | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 11,176 | $116,454 | New position | 0.00% | 2026-06-30 |
| CITIGROUP INC | 10,357 | $107,920 | New position | 0.00% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 9,973 | $103,919 | New position | 0.00% | 2026-06-30 |
| FMR LLC | 9,328 | $97,195 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 9,205 | $94,903 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 8,667 | $90,310 | New position | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 8,225 | $85,704 | New position | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 7,542 | $78,588 | New position | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,801 | $70,866 | New position | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 5,440 | $56,685 | New position | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 4,152 | $43,264 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 3,170 | $33,031 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 2,411 | $25,000 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,920 | $20,006 | New position | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 1,918 | $19,986 | New position | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 1,900 | $19,798 | New position | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 1,851 | $19,287 | New position | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 426 | $4,439 | New position | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 406 | $4,230 | New position | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 358 | $3,730 | New position | 0.00% | 2026-06-30 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 296 | $3,084 | New position | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 281 | $2,928 | New position | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 250 | $2,609 | New position | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 166 | $1,730 | New position | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 131 | $1,365 | New position | 0.00% | 2026-06-30 |
| Annandale Capital, LLC | 128,200 | $1,336 | New position | 0.18% | 2026-06-30 |
| Arax Advisory Partners | 114 | $1,188 | New position | 0.00% | 2026-06-30 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 93 | $969 | New position | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 80 | $834 | New position | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 76 | $792 | New position | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 63 | $656 | New position | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 18 | $188 | New position | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 15,605 | $163 | New position | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 11 | $114 | New position | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 10 | $104 | New position | 0.00% | 2026-06-30 |
| Allworth Financial LP | 8 | $84 | New position | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 4 | $42 | New position | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 3 | $31 | New position | 0.00% | 2026-06-30 |