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Institutional Holdings
OBTCOwnership Summary
Institutions Holding
5
Total Shares Held
68,165
Total Value Held
$14,240
Quarter
2026-06-30
Active Positions
Increased Positions
1
67,487 shares
Decreased Positions
0
0 shares
Held Positions
3
505 shares
New Positions
1
173 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS LLC | 361 | $6,999 | Unchanged | 0.00% | 2026-06-30 |
| GoalVest Advisory LLC | 173 | $3,258 | New position | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 100 | $1,883 | Unchanged | 0.00% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 67,487 | $1,271 | ▲ +46,851 | 0.05% | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | 44 | $829 | Unchanged | 0.00% | 2026-06-30 |