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Institutional Holdings
SAXPFOwnership Summary
Institutions Holding
4
Total Shares Held
48,910
Total Value Held
$379,773
Quarter
2026-06-30
Active Positions
Increased Positions
1
7,148 shares
Decreased Positions
2
41,694 shares
Held Positions
0
0 shares
New Positions
1
68 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| ALTA CAPITAL MANAGEMENT LLC/ | 10,896 | $228,273 | ▼ -197 | 0.02% | 2026-06-30 |
| GAMMA Investing LLC | 7,148 | $149,751 | ▲ +2,183 | 0.01% | 2026-06-30 |
| First Command Advisory Services, Inc. | 68 | $1,425 | New position | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 30,798 | $324 | ▼ -647 | 0.00% | 2026-06-30 |