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Institutional Holdings
PEDOwnership Summary
Institutions Holding
34
Total Shares Held
7,456,394
Total Value Held
$100,364,010
Quarter
2026-06-30
Active Positions
Increased Positions
5
174,127 shares
Decreased Positions
0
0 shares
Held Positions
3
6,872,174 shares
New Positions
22
410,093 shares
Sold Out Positions
4
119,002 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Juniper Capital Advisors, L.P. | 6,861,564 | $92,356,651 | Unchanged | 42.38% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 187,404 | $2,522,458 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 123,311 | $1,659,766 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 115,818 | $1,558,911 | ▲ +115,442 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 37,158 | $500,146 | ▲ +22,263 | 0.00% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 20,349 | $273,898 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 19,791 | $266,387 | ▲ +12,886 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 12,796 | $172,235 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 12,221 | $164,495 | New position | 0.00% | 2026-06-30 |
| STATE STREET CORP | 11,325 | $152,435 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 11,193 | $150,658 | New position | 0.00% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10,609 | $142,797 | Unchanged | 0.00% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,230 | $137,696 | New position | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 8,500 | $114,410 | New position | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 5,496 | $73,976 | New position | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 2,000 | $26,920 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 1,284 | $17,282 | ▲ +1,283 | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 1,244 | $16,740 | New position | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 1,031 | $13,877 | New position | 0.00% | 2026-06-30 |
| CITIGROUP INC | 726 | $9,772 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 636 | $9,534 | New position | 0.00% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 706 | $9,503 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 595 | $8,008 | New position | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 139 | $1,871 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 81 | $1,090 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 76 | $1,000 | ▲ +57 | 0.00% | 2026-06-30 |
| FMR LLC | 47 | $633 | New position | 0.00% | 2026-06-30 |
| ALERUS FINANCIAL NA | 32 | $431 | New position | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 31 | $417 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 1 | $13 | Unchanged | 0.00% | 2026-06-30 |
| Ancora Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MILLENNIUM MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Diametric Capital, LP | 0 | $0 | Sold out | 2026-06-30 | |
| MARSHALL WACE, LLP | 0 | $0 | Sold out | 2026-06-30 |