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Institutional Holdings
TURBOwnership Summary
Institutions Holding
10
Total Shares Held
433,287
Total Value Held
$680,262
Quarter
2026-06-30
Active Positions
Increased Positions
2
286,239 shares
Decreased Positions
3
23,260 shares
Held Positions
0
0 shares
New Positions
4
123,788 shares
Sold Out Positions
1
222,713 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| SmartHarvest Portfolios, LLC | 189,761 | $297,925 | ▲ +78,656 | 0.10% | 2026-06-30 |
| Independent Advisor Alliance | 96,478 | $151,470 | ▲ +61,145 | 0.00% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 52,170 | $81,907 | New position | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 44,033 | $69,132 | New position | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 23,663 | $37,151 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 10,001 | $15,702 | ▼ -10,937 | 0.00% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 10,000 | $15,700 | ▼ -10,000 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 3,922 | $6,158 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 3,259 | $5,117 | ▼ -15,172 | 0.00% | 2026-06-30 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | Sold out | 2026-06-30 |