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Institutional Holdings
SHECFOwnership Summary
Institutions Holding
13
Total Shares Held
113,412
Total Value Held
$1,434,535
Quarter
2026-06-30
Active Positions
Increased Positions
4
74,460 shares
Decreased Positions
1
1,066 shares
Held Positions
5
14,707 shares
New Positions
2
23,179 shares
Sold Out Positions
1
252 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 21,195 | $459,296 | ▲ +3,407 | 0.02% | 2026-06-30 |
| Collaborative Fund Advisors, LLC | 17,754 | $384,729 | New position | 0.22% | 2026-06-30 |
| Calydon Capital | 13,384 | $290,031 | Unchanged | 0.04% | 2026-06-30 |
| MEYER HANDELMAN CO | 5,425 | $233,923 | New position | 0.01% | 2026-06-30 |
| McMillan Office, Inc. | 1,250 | $26,950 | Unchanged | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 1,066 | $23,100 | ▼ -219 | 0.00% | 2026-06-30 |
| First Command Advisory Services, Inc. | 386 | $8,365 | ▲ +357 | 0.00% | 2026-06-30 |
| IMA Advisory Services, Inc. | 208 | $4,507 | ▲ +71 | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 52,671 | $2,270 | ▲ +21,090 | 0.01% | 2026-06-30 |
| RICHARDSON FINANCIAL SERVICES INC. | 32 | $693 | Unchanged | 0.00% | 2026-06-30 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 31 | $671 | Unchanged | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 10 | $0 | Unchanged | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 |