← All institutions
Institutional Holdings
MINDOwnership Summary
Institutions Holding
63
Total Shares Held
1,302,940
Total Value Held
$6,082,486
Quarter
2026-06-30
Active Positions
Increased Positions
10
263,311 shares
Decreased Positions
16
414,937 shares
Held Positions
17
112,128 shares
New Positions
12
512,564 shares
Sold Out Positions
8
106,634 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 373,107 | $1,761,065 | New position | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 100,923 | $476,591 | ▼ -813 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 79,281 | $374,206 | ▲ +8,865 | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 61,307 | $289,369 | ▼ -2,233 | 0.00% | 2026-06-30 |
| Stratos Wealth Partners, LTD. | 59,203 | $279,438 | ▼ -3,560 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 58,930 | $278,150 | New position | 0.00% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 53,014 | $250,230 | ▼ -1,820 | 0.00% | 2026-06-30 |
| ARS Investment Partners, LLC | 50,348 | $237,643 | ▼ -27,934 | 0.01% | 2026-06-30 |
| LPL Financial LLC | 49,093 | $231,719 | ▲ +843 | 0.00% | 2026-06-30 |
| Kingsview Wealth Management, LLC | 39,574 | $186,789 | ▼ -471 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 36,902 | $174,177 | Unchanged | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 30,900 | $145,848 | ▲ +16,430 | 0.00% | 2026-06-30 |
| Cerity Partners LLC | 27,377 | $129,219 | ▲ +100 | 0.00% | 2026-06-30 |
| UBS Group AG | 27,017 | $127,520 | ▼ -12,028 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 26,993 | $127,407 | ▲ +16,340 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 23,060 | $108,844 | New position | 0.00% | 2026-06-30 |
| Focus Partners Wealth | 21,268 | $100,385 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 20,083 | $94,792 | ▲ +3,015 | 0.00% | 2026-06-30 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 18,912 | $89,265 | Unchanged | 0.00% | 2026-06-30 |
| BRIGHTON JONES LLC | 18,448 | $87,075 | Unchanged | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 16,053 | $75,770 | ▲ +5,632 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,355 | $58,316 | New position | 0.00% | 2026-06-30 |
| RBF Capital, LLC | 12,238 | $57,763 | Unchanged | 0.00% | 2026-06-30 |
| Arkadios Wealth Advisors | 12,171 | $57,448 | ▲ +441 | 0.00% | 2026-06-30 |
| HUB Investment Partners, LLC | 10,000 | $47,200 | Unchanged | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 8,800 | $41,536 | ▼ -4,730 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 6,240 | $29,000 | ▼ -250 | 0.00% | 2026-06-30 |
| Pinnacle Holdings, LLC | 5,280 | $24,922 | Unchanged | 0.01% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 4,430 | $20,910 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 4,249 | $20,055 | ▼ -47,365 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 2,621 | $12,371 | Unchanged | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 2,210 | $10,431 | New position | 0.00% | 2026-06-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,000 | $9,440 | ▼ -600 | 0.00% | 2026-06-30 |
| Parvin Asset Management, LLC | 1,750 | $8,260 | Unchanged | 0.01% | 2026-06-30 |
| Larson Financial Group LLC | 1,257 | $5,933 | Unchanged | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 1,150 | $5,428 | ▲ +150 | 0.00% | 2026-06-30 |
| Truvestments Capital LLC | 1,129 | $5,329 | Unchanged | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,057 | $4,989 | New position | 0.00% | 2026-06-30 |
| Hurley Capital, LLC | 1,000 | $4,720 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 1,000 | $4,720 | Unchanged | 0.00% | 2026-06-30 |
| MCF Advisors LLC | 995 | $4,697 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 835 | $3,940 | ▼ -10,171 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 741 | $3,698 | Unchanged | 0.00% | 2026-06-30 |
| FMR LLC | 733 | $3,460 | ▼ -493 | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 500 | $2,360 | ▼ -700 | 0.00% | 2026-06-30 |
| MCGUIRE CAPITAL ADVISORS INC | 500 | $2,360 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 350 | $1,712 | Unchanged | 0.00% | 2026-06-30 |
| Nemes Rush Group LLC | 350 | $1,652 | New position | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 300 | $1,416 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 210 | $991 | ▲ +10 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 142 | $671 | ▼ -1,000 | 0.00% | 2026-06-30 |
| SWAN Capital LLC | 100 | $472 | Unchanged | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 100 | $472 | Unchanged | 0.00% | 2026-06-30 |
| Aventura Private Wealth, LLC | 52 | $245 | ▼ -322 | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 14,302 | $67 | New position | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 0 | $0 | Sold out | 2026-06-30 | |
| TWO SIGMA INVESTMENTS, LP | 0 | $0 | Sold out | 2026-06-30 | |
| HAZLETT, BURT & WATSON, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| TOTH FINANCIAL ADVISORY CORP | 0 | $0 | Sold out | 2026-06-30 | |
| Financial Management Professionals, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Clearstead Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Caitong International Asset Management Co., Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 |