← All institutions
Institutional Holdings
PWRLOwnership Summary
Institutions Holding
28
Total Shares Held
6,003,450
Total Value Held
$88,064,909
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
28
6,003,450 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Corient Private Wealth LP | 3,862,217 | $56,697,353 | New position | 0.08% | 2026-06-30 |
| SYON CAPITAL LLC | 446,818 | $6,559,288 | New position | 0.29% | 2026-06-30 |
| Cyndeo Wealth Partners, LLC | 254,937 | $3,676,745 | New position | 0.17% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 223,804 | $3,285,442 | New position | 0.00% | 2026-06-30 |
| Senvest Management, LLC | 198,879 | $2,919,544 | New position | 0.09% | 2026-06-30 |
| RIPOSTE CAPITAL LLC | 190,000 | $2,789,200 | New position | 0.62% | 2026-06-30 |
| Nitorum Capital, L.P. | 142,213 | $2,087,687 | New position | 1.42% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 117,064 | $1,718,500 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 111,637 | $1,638,826 | New position | 0.00% | 2026-06-30 |
| Resolute Advisors LLC | 59,200 | $869,056 | New position | 0.21% | 2026-06-30 |
| AWM CAPITAL, LLC | 49,722 | $729,914 | New position | 0.06% | 2026-06-30 |
| Freestone Capital Holdings, LLC | 49,172 | $721,845 | New position | 0.02% | 2026-06-30 |
| JANE STREET GROUP, LLC | 48,679 | $714,608 | New position | 0.00% | 2026-06-30 |
| LEVIN CAPITAL STRATEGIES, L.P. | 45,469 | $667,485 | New position | 0.04% | 2026-06-30 |
| HOLLENCREST CAPITAL MANAGEMENT | 37,300 | $547,564 | New position | 0.04% | 2026-06-30 |
| AlTi Global, Inc. | 32,329 | $474,590 | New position | 0.01% | 2026-06-30 |
| Parallel Advisors, LLC | 31,100 | $456,548 | New position | 0.01% | 2026-06-30 |
| Summit Trail Advisors, LLC | 22,418 | $329,096 | New position | 0.00% | 2026-06-30 |
| BROWN ADVISORY INC | 20,700 | $303,876 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 17,431 | $255,887 | New position | 0.00% | 2026-06-30 |
| Summit Financial, LLC | 16,608 | $243,805 | New position | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 15,832 | $232,409 | New position | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 3,565 | $52,334 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 3,450 | $50,646 | New position | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 2,760 | $40,517 | New position | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 100 | $1,468 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 42 | $617 | New position | 0.00% | 2026-06-30 |
| MCGUIRE CAPITAL ADVISORS INC | 4 | $59 | New position | 0.00% | 2026-06-30 |