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Institutional Holdings
USLOwnership Summary
Institutions Holding
6
Total Shares Held
26,421
Total Value Held
$206,203
Quarter
2026-06-30
Active Positions
Increased Positions
1
21,899 shares
Decreased Positions
1
2,308 shares
Held Positions
2
645 shares
New Positions
2
1,569 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Roxbury Financial LLC | 2,308 | $104,715 | ▼ -1,517 | 0.08% | 2026-06-30 |
| Continuum Advisory, LLC | 944 | $42,830 | New position | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 625 | $28,356 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 595 | $27,039 | Unchanged | 0.00% | 2026-06-30 |
| AdvisorNet Financial, Inc | 50 | $2,269 | Unchanged | 0.00% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 21,899 | $994 | ▲ +13,088 | 0.04% | 2026-06-30 |