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Institutional Holdings
RCSOwnership Summary
Institutions Holding
5
Total Shares Held
40,347
Total Value Held
$219,158
Quarter
2026-06-30
Active Positions
Increased Positions
1
3,862 shares
Decreased Positions
1
4,108 shares
Held Positions
1
22,376 shares
New Positions
2
10,001 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 22,376 | $121,949 | Unchanged | 0.00% | 2026-06-30 |
| Ascentis Wealth Management, LLC | 10,000 | $54,500 | New position | 0.01% | 2026-06-30 |
| Main Street Group, LTD | 4,108 | $22,389 | ▼ -62 | 0.01% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 3,862 | $20,315 | ▲ +862 | 0.00% | 2026-06-30 |
| Point Nemo Capital, LLC | 1 | $5 | New position | 0.00% | 2026-06-30 |