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Institutional Holdings
SBDSOwnership Summary
Institutions Holding
20
Total Shares Held
56,908
Total Value Held
$196,902
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
2
18,611 shares
Held Positions
1
38,297 shares
New Positions
0
0 shares
Sold Out Positions
17
1,132,033 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BARCLAYS PLC | 38,297 | $132,508 | Unchanged | 0.00% | 2026-06-30 |
| Wealth Architects, LLC | 18,602 | $64,363 | ▼ -1 | 0.01% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 9 | $31 | ▼ -2 | 0.00% | 2026-06-30 |
| SUMMIT PARTNERS L P | 0 | $0 | Sold out | 2026-06-30 | |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| UBS Group AG | 0 | $0 | Sold out | 2026-06-30 | |
| MORGAN STANLEY | 0 | $0 | Sold out | 2026-06-30 | |
| Tower Research Capital LLC (TRC) | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| GROUP ONE TRADING LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ROYAL BANK OF CANADA | 0 | $0 | Sold out | 2026-06-30 | |
| JPMORGAN CHASE & CO | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Legacy Wealth Managment, LLC/ID | 0 | $0 | Sold out | 2026-06-30 | |
| FIFTH THIRD BANCORP | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NISA INVESTMENT ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| OSAIC HOLDINGS, INC. | 0 | $0 | Sold out | 2026-06-30 |