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Institutional Holdings
MFPOwnership Summary
Institutions Holding
4
Total Shares Held
131,231
Total Value Held
$5,670,544
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
4
131,231 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| ADVISORY RESEARCH INC | 110,714 | $4,428,560 | New position | 0.44% | 2026-06-30 |
| CIBC WORLD MARKET INC. | 5,237 | $576,070 | New position | 0.00% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,096 | $418,378 | New position | 0.00% | 2026-06-30 |
| Chicago Partners Investment Group LLC | 5,184 | $247,536 | New position | 0.00% | 2026-06-30 |