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Institutional Holdings
SVRNOwnership Summary
Institutions Holding
6
Total Shares Held
51,610
Total Value Held
$404,107
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
2
51,583 shares
Held Positions
0
0 shares
New Positions
2
27 shares
Sold Out Positions
2
11,765 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Clear Street Group Inc. | 50,885 | $398,430 | ▼ -2,428 | 0.00% | 2026-06-30 |
| UBS Group AG | 698 | $5,465 | ▼ -1,337 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 26 | $204 | New position | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 1 | $8 | New position | 0.00% | 2026-06-30 |
| Valeo Financial Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 |