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Institutional Holdings
SSTOwnership Summary
Institutions Holding
29
Total Shares Held
597,922
Total Value Held
$1,354,189
Quarter
2026-06-30
Active Positions
Increased Positions
2
44,667 shares
Decreased Positions
5
174,725 shares
Held Positions
5
128,527 shares
New Positions
9
250,003 shares
Sold Out Positions
8
77,470 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 161,513 | $373,095 | ▼ -6 | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 127,576 | $294,701 | New position | 0.00% | 2026-06-30 |
| Cerity Partners LLC | 116,844 | $269,910 | Unchanged | 0.00% | 2026-06-30 |
| Crescent Grove Advisors, LLC | 75,545 | $174,509 | New position | 0.01% | 2026-06-30 |
| BlackRock, Inc. | 43,353 | $100,145 | ▲ +19,106 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 13,134 | $30,340 | New position | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 12,519 | $28,934 | ▼ -11,320 | 0.00% | 2026-06-30 |
| Leonteq Securities AG | 12,500 | $28,875 | New position | 0.00% | 2026-06-30 |
| STATE STREET CORP | 11,502 | $26,570 | Unchanged | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 9,141 | $21,116 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 1,314 | $3,000 | ▲ +1,275 | 0.00% | 2026-06-30 |
| UBS Group AG | 618 | $1,428 | ▼ -706 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 366 | $919 | New position | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 86 | $199 | Unchanged | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 60 | $139 | Unchanged | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 42 | $102 | ▼ -5,848 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 35 | $80 | Unchanged | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 33 | $76 | ▼ -190 | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11,731 | $28 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 9 | $21 | New position | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 1 | $2 | New position | 0.00% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NINE MASTS CAPITAL Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| RENAISSANCE TECHNOLOGIES LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Tower Research Capital LLC (TRC) | 0 | $0 | Sold out | 2026-06-30 | |
| Physician Wealth Advisors, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Farther Finance Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Strategic Wealth Partners, Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| SHP Wealth Management | 0 | $0 | Sold out | 2026-06-30 |