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Institutional Holdings
USOOwnership Summary
Institutions Holding
40
Total Shares Held
348,317
Total Value Held
$3,976,903
Quarter
2026-06-30
Active Positions
Increased Positions
5
321,918 shares
Decreased Positions
9
12,510 shares
Held Positions
10
6,787 shares
New Positions
6
7,102 shares
Sold Out Positions
10
206,832 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 7,000 | $745,080 | New position | 0.04% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 4,159 | $442,684 | ▲ +4,072 | 0.01% | 2026-06-30 |
| Farther Finance Advisors, LLC | 3,928 | $418,096 | ▲ +692 | 0.00% | 2026-06-30 |
| Arkadios Wealth Advisors | 3,755 | $399,682 | ▼ -38,100 | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 3,655 | $391,377 | ▼ -31,724 | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 2,544 | $270,783 | ▲ +794 | 0.01% | 2026-06-30 |
| Wilkerson Advisory Group LLC | 2,524 | $268,655 | ▼ -196 | 0.08% | 2026-06-30 |
| Quent Capital, LLC | 1,866 | $198,617 | Unchanged | 0.01% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 1,497 | $159,367 | Unchanged | 0.00% | 2026-06-30 |
| Cheviot Value Management, LLC | 1,430 | $152,209 | Unchanged | 0.02% | 2026-06-30 |
| Arlington Trust Co LLC | 1,356 | $144,333 | Unchanged | 0.01% | 2026-06-30 |
| Main Street Group, LTD | 1,300 | $138,372 | ▼ -450 | 0.03% | 2026-06-30 |
| Ascentis Independent Advisors | 589 | $62,690 | ▼ -5,068 | 0.17% | 2026-06-30 |
| Parallel Advisors, LLC | 375 | $39,915 | ▼ -71 | 0.00% | 2026-06-30 |
| Harvest Fund Management Co., Ltd | 311,082 | $33,099 | ▲ +149,769 | 1.10% | 2026-06-30 |
| ST GERMAIN D J CO INC | 300 | $31,932 | Unchanged | 0.00% | 2026-06-30 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 244 | $25,971 | ▼ -25 | 0.01% | 2026-06-30 |
| IFS Advisors, LLC | 186 | $19,797 | Unchanged | 0.01% | 2026-06-30 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 100 | $10,644 | Unchanged | 0.01% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 53 | $5,590 | ▼ -148 | 0.00% | 2026-06-30 |
| Cedar Mountain Advisors, LLC | 50 | $5,322 | New position | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 37 | $3,938 | Unchanged | 0.00% | 2026-06-30 |
| Continuum Advisory, LLC | 36 | $3,832 | New position | 0.00% | 2026-06-30 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | $1,597 | ▼ -300 | 0.00% | 2026-06-30 |
| Strategic Advocates LLC | 13 | $1,384 | Unchanged | 0.01% | 2026-06-30 |
| WEST PACES ADVISORS INC. | 12 | $1,277 | New position | 0.00% | 2026-06-30 |
| Fortitude Family Office, LLC | 2 | $213 | New position | 0.00% | 2026-06-30 |
| Game Plan Financial Advisors, LLC | 2 | $213 | Unchanged | 0.00% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 2 | $213 | New position | 0.00% | 2026-06-30 |
| FNY Investment Advisers, LLC | 205 | $21 | ▲ +35 | 0.01% | 2026-06-30 |
| Cavalier Investments, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| FLOW TRADERS U.S. LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Jump Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Strategic Blueprint, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BASSO CAPITAL MANAGEMENT, L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Murphy & Mullick Capital Management Corp | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 |