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Institutional Holdings
SPEOwnership Summary
Institutions Holding
5
Total Shares Held
2,365
Total Value Held
$31,856
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
1
2,262 shares
New Positions
1
103 shares
Sold Out Positions
3
22,276 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| NewEdge Advisors, LLC | 2,262 | $30,469 | Unchanged | 0.00% | 2026-06-30 |
| FIRST HORIZON CORP | 103 | $1,387 | New position | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Keating Financial Advisory Services, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| DANSKE BANK A/S | 0 | $0 | Sold out | 2026-06-30 |