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Institutional Holdings

PLUR

Ownership Summary

Institutions Holding
16
Total Shares Held
26,586
Total Value Held
$55,301
Quarter
2026-06-30

Active Positions

Increased Positions
2
2,013 shares
Decreased Positions
3
21,497 shares
Held Positions
9
2,977 shares
New Positions
2
99 shares
Sold Out Positions
0
0 shares
Institution Shares Value Change % of Portfolio Reported
RENAISSANCE TECHNOLOGIES LLC 18,324 $38,297 ▼ -1,100 0.00% 2026-06-30
MORGAN STANLEY 2,982 $6,232 ▼ -94 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 2,000 $4,180 Unchanged 0.00% 2026-06-30
UBS Group AG 1,918 $4,009 ▲ +1,823 0.00% 2026-06-30
SIMA Wealth Partners, LLC 350 $732 Unchanged 0.00% 2026-06-30
CITIGROUP INC 191 $393 ▼ -1,169 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 185 $386 Unchanged 0.00% 2026-06-30
JPMORGAN CHASE & CO 125 $269 Unchanged 0.00% 2026-06-30
SBI Securities Co., Ltd. 97 $203 Unchanged 0.00% 2026-06-30
TD Waterhouse Canada Inc. 95 $198 ▲ +2 0.00% 2026-06-30
Activest Wealth Management 86 $177 New position 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 50 $104 Unchanged 0.00% 2026-06-30
Winch Advisory Services, LLC 26 $54 Unchanged 0.00% 2026-06-30
TFC Financial Management, Inc. 19 $40 Unchanged 0.00% 2026-06-30
IFG Advisory, LLC 13 $27 New position 0.00% 2026-06-30
ROYAL BANK OF CANADA 125 $0 Unchanged 0.00% 2026-06-30