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Institutional Holdings
LSFOwnership Summary
Institutions Holding
44
Total Shares Held
1,828,325
Total Value Held
$8,585,768
Quarter
2026-06-30
Active Positions
Increased Positions
7
945,959 shares
Decreased Positions
7
273,519 shares
Held Positions
11
130,606 shares
New Positions
15
478,241 shares
Sold Out Positions
4
173,186 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 396,898 | $1,865,418 | ▲ +65,526 | 0.00% | 2026-06-30 |
| Mink Brook Asset Management LLC | 361,729 | $1,700,126 | ▲ +6,305 | 0.75% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 233,922 | $1,099,433 | New position | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 129,600 | $609,120 | ▼ -3,300 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 100,338 | $471,590 | ▲ +6,125 | 0.00% | 2026-06-30 |
| ASPIRIANT, LLC | 91,450 | $429,817 | New position | 0.01% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 90,214 | $424,184 | ▼ -9,433 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 45,316 | $212,985 | ▲ +24,943 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 44,508 | $209,188 | New position | 0.00% | 2026-06-30 |
| Crewe Advisors LLC | 43,002 | $202,110 | Unchanged | 0.01% | 2026-06-30 |
| MAI Capital Management | 38,683 | $181,810 | New position | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 35,633 | $167,475 | ▲ +2,267 | 0.00% | 2026-06-30 |
| Creative Planning | 34,642 | $162,817 | Unchanged | 0.00% | 2026-06-30 |
| STATE STREET CORP | 34,246 | $160,956 | Unchanged | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 23,598 | $110,910 | ▼ -3,927 | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 21,753 | $102,241 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 19,265 | $90,546 | ▼ -1,516 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 18,929 | $88,966 | New position | 0.00% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15,000 | $70,500 | Unchanged | 0.00% | 2026-06-30 |
| TWO SIGMA SECURITIES, LLC | 10,761 | $50,577 | New position | 0.00% | 2026-06-30 |
| Steadtrust LLC | 10,000 | $47,000 | ▼ -10,000 | 0.02% | 2026-06-30 |
| StoneX Group Inc. | 10,786 | $42,481 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 5,946 | $27,946 | ▲ +723 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 4,909 | $23,072 | New position | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 3,074 | $15,431 | Unchanged | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,121 | $5,269 | New position | 0.00% | 2026-06-30 |
| Allworth Financial LP | 1,037 | $4,874 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 770 | $3,619 | ▼ -31 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 273 | $1,283 | Unchanged | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 200 | $940 | Unchanged | 0.00% | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | 150 | $705 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 109 | $512 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 99 | $494 | ▲ +94 | 0.00% | 2026-06-30 |
| CITIGROUP INC | 85 | $400 | New position | 0.00% | 2026-06-30 |
| Blue Trust, Inc. | 75 | $353 | Unchanged | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 52 | $244 | Unchanged | 0.00% | 2026-06-30 |
| VISION FINANCIAL MARKETS LLC | 40 | $196 | Unchanged | 0.00% | 2026-06-30 |
| FMR LLC | 38 | $180 | New position | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 2 | $0 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 72 | $0 | ▼ -55 | 0.00% | 2026-06-30 |
| Archon Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| EVOKE WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| XTX Topco Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0 | Sold out | 2026-06-30 |