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Institutional Holdings
PFLOwnership Summary
Institutions Holding
6
Total Shares Held
1,240,361
Total Value Held
$9,665,331
Quarter
2026-06-30
Active Positions
Increased Positions
3
350,813 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
2
889,548 shares
Sold Out Positions
1
635 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 886,431 | $6,985,077 | New position | 0.00% | 2026-06-30 |
| GraniteShares Advisors LLC | 335,388 | $2,642,857 | ▲ +43,900 | 1.70% | 2026-06-30 |
| JPMORGAN CHASE & CO | 3,117 | $24,281 | New position | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 1,652 | $13,018 | ▲ +218 | 0.00% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 13,773 | $98 | ▲ +99 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 0 | $0 | Sold out | 2026-06-30 |