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Institutional Holdings
UGOwnership Summary
Institutions Holding
28
Total Shares Held
873,148
Total Value Held
$6,234,346
Quarter
2026-06-30
Active Positions
Increased Positions
7
108,591 shares
Decreased Positions
5
275,407 shares
Held Positions
9
340,779 shares
New Positions
6
148,371 shares
Sold Out Positions
1
13,466 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 166,766 | $1,190,709 | ▼ -9,000 | 0.00% | 2026-06-30 |
| GAMCO INVESTORS, INC. ET AL | 164,388 | $1,173,730 | Unchanged | 0.01% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 128,340 | $916,348 | New position | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 73,170 | $522,433 | ▲ +4,632 | 0.00% | 2026-06-30 |
| Rodgers Brothers Inc. | 59,600 | $425,544 | ▼ -4,000 | 0.04% | 2026-06-30 |
| Teton Advisors, LLC | 53,761 | $383,854 | Unchanged | 0.22% | 2026-06-30 |
| PARTHENON LLC | 50,636 | $361,541 | Unchanged | 0.04% | 2026-06-30 |
| GABELLI FUNDS LLC | 38,000 | $271,320 | Unchanged | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 35,424 | $252,995 | ▼ -1,183 | 0.00% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20,070 | $143,300 | Unchanged | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 18,380 | $131,233 | New position | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,579 | $118,374 | ▲ +459 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 14,714 | $105,058 | ▲ +3,050 | 0.00% | 2026-06-30 |
| FIRST MANHATTAN CO. LLC. | 13,062 | $93,263 | ▼ -3,000 | 0.00% | 2026-06-30 |
| Hikari Tsushin, Inc. | 9,500 | $67,830 | Unchanged | 0.00% | 2026-06-30 |
| CALDWELL SUTTER CAPITAL, INC. | 3,324 | $23,733 | Unchanged | 0.01% | 2026-06-30 |
| UBS Group AG | 2,187 | $15,615 | ▲ +1,698 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 1,547 | $11,046 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 1,000 | $7,141 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 998 | $7,125 | ▲ +698 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 780 | $5,569 | ▲ +700 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 555 | $3,963 | ▼ -468 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 163 | $1,164 | ▲ +29 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 100 | $716 | Unchanged | 0.00% | 2026-06-30 |
| Advantage Trust Co | 100 | $714 | New position | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 2 | $14 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 2 | $14 | New position | 0.00% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 |