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Institutional Holdings
NNNNOwnership Summary
Institutions Holding
13
Total Shares Held
60,355
Total Value Held
$827,459
Quarter
2026-06-30
Active Positions
Increased Positions
2
38,536 shares
Decreased Positions
3
8,246 shares
Held Positions
1
15 shares
New Positions
5
13,558 shares
Sold Out Positions
2
105 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 26,736 | $366,550 | ▲ +973 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 13,419 | $183,974 | New position | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 11,800 | $161,778 | ▲ +1,400 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 7,231 | $99,137 | ▼ -107 | 0.00% | 2026-06-30 |
| UBS Group AG | 828 | $11,352 | ▼ -5,511 | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 187 | $2,564 | ▼ -79 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 77 | $1,056 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 53 | $718 | New position | 0.00% | 2026-06-30 |
| Bare Financial Services, Inc | 15 | $206 | Unchanged | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 5 | $69 | New position | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 4 | $55 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 0 | $0 | Sold out | 2026-06-30 | |
| Blue Trust, Inc. | 0 | $0 | Sold out | 2026-06-30 |