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Institutional Holdings

TELO

Ownership Summary

Institutions Holding
38
Total Shares Held
2,977,150
Total Value Held
$3,773,578
Quarter
2026-06-30

Active Positions

Increased Positions
4
455,497 shares
Decreased Positions
3
288,632 shares
Held Positions
12
237,642 shares
New Positions
14
1,995,379 shares
Sold Out Positions
5
226,728 shares
Institution Shares Value Change % of Portfolio Reported
VANGUARD CAPITAL MANAGEMENT LLC 1,613,639 $2,065,458 New position 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 338,875 $433,910 ▲ +89,789 0.00% 2026-06-30
BlackRock, Inc. 280,472 $359,004 ▼ -8,726 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 225,304 $288,389 New position 0.00% 2026-06-30
NORTHERN TRUST CORP 61,532 $78,761 ▲ +19,688 0.00% 2026-06-30
STATE STREET CORP 58,600 $75,008 Unchanged 0.00% 2026-06-30
Bank of New York Mellon Corp 51,454 $65,861 Unchanged 0.00% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 51,194 $65,528 New position 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 41,490 $53,106 ▲ +5,695 0.00% 2026-06-30
World Investment Advisors 37,037 $48,149 Unchanged 0.00% 2026-06-30
OneDigital Investment Advisors LLC 23,000 $29,440 Unchanged 0.00% 2026-06-30
Qube Research & Technologies Ltd 21,792 $27,894 New position 0.00% 2026-06-30
Praetorian Wealth Management, Inc. 20,000 $25,600 Unchanged 0.00% 2026-06-30
Vestmark Advisory Solutions, Inc. 13,600 $17,408 ▲ +500 0.00% 2026-06-30
CITADEL ADVISORS LLC 13,266 $16,980 New position 0.00% 2026-06-30
Morton Capital Management LLC/CA 12,658 $16,203 Unchanged 0.00% 2026-06-30
TWO SIGMA SECURITIES, LLC 12,616 $16,148 New position 0.00% 2026-06-30
Clearstead Advisors, LLC 12,530 $16,038 Unchanged 0.00% 2026-06-30
NorthCrest Asset Manangement, LLC 12,119 $15,391 New position 0.00% 2026-06-30
KESTRA PRIVATE WEALTH SERVICES, LLC 11,000 $14,080 Unchanged 0.00% 2026-06-30
REGIONS FINANCIAL CORP 10,638 $13,617 Unchanged 0.00% 2026-06-30
UBS Group AG 7,959 $10,187 ▼ -1,254 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 7,920 $10,138 New position 0.00% 2026-06-30
Vanguard Global Advisers, LLC 6,552 $8,387 New position 0.00% 2026-06-30
ROYAL BANK OF CANADA 754 $1,000 New position 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 600 $744 Unchanged 0.00% 2026-06-30
BARCLAYS PLC 553 $708 New position 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 201 $257 ▼ -5 0.00% 2026-06-30
JPMORGAN CHASE & CO 121 $151 Unchanged 0.00% 2026-06-30
Virtu Financial LLC 17,546 $22 New position 0.00% 2026-06-30
MORGAN STANLEY 5 $6 New position 0.00% 2026-06-30
SBI Securities Co., Ltd. 4 $5 Unchanged 0.00% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,119 $0 New position 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 0 $0 Sold out 2026-06-30
Suncoast Equity Management 0 $0 Sold out 2026-06-30
XTX Topco Ltd 0 $0 Sold out 2026-06-30
GOLDMAN SACHS GROUP INC 0 $0 Sold out 2026-06-30
Caitong International Asset Management Co., Ltd 0 $0 Sold out 2026-06-30