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Institutional Holdings
NYAXOwnership Summary
Institutions Holding
68
Total Shares Held
5,745,275
Total Value Held
$319,895,718
Quarter
2026-06-30
Active Positions
Increased Positions
13
2,310,914 shares
Decreased Positions
16
1,432,965 shares
Held Positions
15
764,470 shares
New Positions
17
1,236,926 shares
Sold Out Positions
7
30,165 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 906,477 | $58,944,644 | ▲ +41,306 | 1.83% | 2026-06-30 |
| Capital World Investors | 696,111 | $45,323,017 | ▼ -19,682 | 0.01% | 2026-06-30 |
| AltraVue Capital, LLC | 690,135 | $45,210,744 | ▲ +140,561 | 3.26% | 2026-06-30 |
| Phoenix Financial Ltd. | 465,279 | $30,480,427 | New position | 0.21% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 444,113 | $28,834,037 | New position | 0.00% | 2026-06-30 |
| Migdal Insurance & Financial Holdings Ltd. | 300,000 | $19,653,000 | Unchanged | 0.13% | 2026-06-30 |
| Swedbank AB | 220,000 | $14,412,200 | ▼ -65,000 | 0.01% | 2026-06-30 |
| FRANKLIN RESOURCES INC | 178,038 | $11,542,954 | ▼ -64 | 0.00% | 2026-06-30 |
| Assenagon Asset Management S.A. | 138,556 | $9,003,166 | ▼ -132,515 | 0.01% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 134,839 | $8,754,422 | New position | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 117,596 | $7,703,714 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 90,922 | $5,825,430 | ▼ -51,481 | 0.00% | 2026-06-30 |
| Legato Capital Management LLC | 73,567 | $4,819,374 | ▲ +17,000 | 0.40% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 66,349 | $4,346,523 | ▲ +15,260 | 0.01% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 38,285 | $2,508,050 | ▲ +468 | 0.00% | 2026-06-30 |
| Ensign Peak Advisors, Inc | 38,201 | $2,502,548 | Unchanged | 0.00% | 2026-06-30 |
| Altshuler Shaham Ltd | 35,820 | $2,328,661 | ▼ -400 | 0.03% | 2026-06-30 |
| ARK Investment Management LLC | 33,306 | $2,163,772 | ▼ -4,292 | 0.01% | 2026-06-30 |
| Swiss National Bank | 29,527 | $1,920,146 | ▲ +541 | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 16,416 | $1,075,412 | ▲ +630 | 0.00% | 2026-06-30 |
| Savant Capital, LLC | 16,055 | $975,075 | ▲ +7,991 | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 13,263 | $861,795 | Unchanged | 0.00% | 2026-06-30 |
| VANGUARD ASSET MANAGEMENT, Ltd | 12,875 | $835,909 | New position | 0.00% | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12,107 | $786,541 | New position | 0.00% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 12,094 | $785,849 | ▼ -1,217 | 0.00% | 2026-06-30 |
| Verdence Capital Advisors LLC | 10,968 | $718,532 | Unchanged | 0.04% | 2026-06-30 |
| CITADEL ADVISORS LLC | 10,451 | $684,645 | New position | 0.00% | 2026-06-30 |
| Tidal Investments LLC | 9,922 | $649,990 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 9,707 | $635,906 | ▲ +2,459 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 9,646 | $627,319 | New position | 0.00% | 2026-06-30 |
| Nuveen, LLC | 9,621 | $625,158 | Unchanged | 0.00% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 9,229 | $604,592 | ▲ +1,248 | 0.00% | 2026-06-30 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,944 | $516,189 | ▼ -1,523 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 6,540 | $428,435 | New position | 0.01% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 5,183 | $336,783 | Unchanged | 0.00% | 2026-06-30 |
| Pictet Asset Management Holding SA | 4,688 | $304,619 | New position | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 4,529 | $296,694 | ▼ -13,263 | 0.00% | 2026-06-30 |
| Orion Porfolio Solutions, LLC | 3,986 | $261,123 | ▼ -481 | 0.00% | 2026-06-30 |
| Ascent Group, LLC | 3,918 | $256,676 | ▼ -4 | 0.01% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 3,890 | $252,558 | New position | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3,677 | $238,898 | ▼ -174 | 0.00% | 2026-06-30 |
| Vanguard Investments Australia, Ltd. | 3,333 | $216,395 | New position | 0.00% | 2026-06-30 |
| Catalyst Capital Advisors LLC | 2,790 | $182,773 | ▼ -500 | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 1,318 | $84,444 | Unchanged | 0.00% | 2026-06-30 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,088 | $71,275 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 1,000 | $65,510 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 931 | $60,988 | ▼ -241 | 0.00% | 2026-06-30 |
| CITIGROUP INC | 463 | $30,085 | ▲ +43 | 0.00% | 2026-06-30 |
| Blue Trust, Inc. | 457 | $29,938 | New position | 0.00% | 2026-06-30 |
| Harel Insurance Investments & Financial Services Ltd. | 454,560 | $29,778 | ▲ +74,560 | 0.14% | 2026-06-30 |
| Clal Insurance Enterprises Holdings Ltd | 384,524 | $25,173 | Unchanged | 0.11% | 2026-06-30 |
| BlackRock, Inc. | 343 | $22,470 | ▼ -110 | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 190 | $12,447 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 144 | $9,000 | ▲ +140 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 112 | $7,337 | Unchanged | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 97 | $6,354 | New position | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 36 | $2,358 | Unchanged | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 29 | $1,900 | Unchanged | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 15 | $983 | Unchanged | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 10 | $655 | Unchanged | 0.00% | 2026-06-30 |
| Grove Bank & Trust | 5 | $328 | New position | 0.00% | 2026-06-30 |
| SPX Gestao de Recursos Ltda | 0 | $0 | Sold out | 2026-06-30 | |
| BANK OF AMERICA CORP /DE/ | 0 | $0 | Sold out | 2026-06-30 | |
| Farther Finance Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0 | $0 | Sold out | 2026-06-30 | |
| BARCLAYS PLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NewEdge Advisors, LLC | 0 | $0 | Sold out | 0.00% | 2026-06-30 |