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Institutional Holdings

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Ownership Summary

Institutions Holding
18
Total Shares Held
217,558
Total Value Held
$2,095,369
Quarter
2026-06-30

Active Positions

Increased Positions
4
36,153 shares
Decreased Positions
5
69,314 shares
Held Positions
4
52,087 shares
New Positions
4
60,004 shares
Sold Out Positions
1
5 shares
Institution Shares Value Change % of Portfolio Reported
VANGUARD CAPITAL MANAGEMENT LLC 55,012 $527,565 New position 0.00% 2026-06-30
BRIDGEWAY CAPITAL MANAGEMENT, LLC 30,203 $289,647 Unchanged 0.01% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 26,399 $263,987 ▼ -3,700 0.00% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 25,846 $247,863 ▼ -709 0.00% 2026-06-30
Empowered Funds, LLC 21,474 $205,936 Unchanged 0.00% 2026-06-30
Sigma Planning Corp 20,677 $197,257 ▲ +60 0.00% 2026-06-30
TWO SIGMA INVESTMENTS, LP 16,682 $159,146 ▼ -2,086 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 12,112 $116,193 ▲ +64 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 4,382 $42,023 New position 0.00% 2026-06-30
BlackRock, Inc. 2,824 $26,941 ▲ +227 0.00% 2026-06-30
Vanguard Global Advisers, LLC 601 $5,764 New position 0.00% 2026-06-30
MORGAN STANLEY 540 $5,152 ▲ +360 0.00% 2026-06-30
CoreCap Advisors, LLC 375 $3,578 Unchanged 0.00% 2026-06-30
UBS Group AG 211 $2,013 ▼ -20 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 176 $1,881 ▼ -415 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 35 $333 Unchanged 0.00% 2026-06-30
BARCLAYS PLC 9 $90 New position 0.00% 2026-06-30
Mosley Wealth Management 0 $0 Sold out 2026-06-30