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Institutional Holdings
LSRCFOwnership Summary
Institutions Holding
4
Total Shares Held
5,802
Total Value Held
$289,062
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
1
1,062 shares
Held Positions
1
19 shares
New Positions
1
4,721 shares
Sold Out Positions
1
498 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| DIVERSIFIED TRUST CO | 4,721 | $288,736 | New position | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 1,062 | $325 | ▼ -118 | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 19 | $1 | Unchanged | 0.00% | 2026-06-30 |
| Ancora Advisors LLC | 0 | $0 | Sold out | 2026-06-30 |