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Institutional Holdings
SOWGOwnership Summary
Institutions Holding
22
Total Shares Held
672,683
Total Value Held
$2,778,695
Quarter
2026-06-30
Active Positions
Increased Positions
2
195,374 shares
Decreased Positions
2
19,381 shares
Held Positions
2
2 shares
New Positions
6
457,926 shares
Sold Out Positions
10
243,122 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 226,970 | $946,465 | New position | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 188,440 | $785,794 | ▲ +101,733 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 103,997 | $433,667 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 71,562 | $298,413 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 43,042 | $179,485 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 19,380 | $80,815 | ▼ -4,571 | 0.00% | 2026-06-30 |
| Connective Capital Management, LLC | 12,354 | $51,516 | New position | 0.04% | 2026-06-30 |
| IFP Advisors, Inc | 6,934 | $2,524 | ▲ +434 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 1 | $4 | Unchanged | 0.00% | 2026-06-30 |
| AdvisorNet Financial, Inc | 1 | $4 | ▼ -2 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1 | $4 | Unchanged | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 1 | $4 | New position | 0.00% | 2026-06-30 |
| Summit Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Accredited Investors Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | Sold out | 2026-06-30 | |
| JANE STREET GROUP, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Virtu Financial LLC | 0 | $0 | Sold out | 2026-06-30 | |
| HRT FINANCIAL LP | 0 | $0 | Sold out | 2026-06-30 | |
| Tower Research Capital LLC (TRC) | 0 | $0 | Sold out | 2026-06-30 | |
| HARBOUR INVESTMENTS, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| BESSEMER GROUP INC | 0 | $0 | Sold out | 2026-06-30 |