← All institutions
Institutional Holdings
WKHSOwnership Summary
Institutions Holding
74
Total Shares Held
479,574
Total Value Held
$1,439,964
Quarter
2026-06-30
Active Positions
Increased Positions
8
49,315 shares
Decreased Positions
10
46,439 shares
Held Positions
32
72 shares
New Positions
13
383,748 shares
Sold Out Positions
11
29,518 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 301,233 | $924,785 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 47,618 | $146,187 | ▲ +15,384 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 46,204 | $141,846 | ▼ -4,530 | 0.00% | 2026-06-30 |
| J. Safra Sarasin Holding AG | 31,436 | $96,537 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 28,342 | $87,010 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 11,760 | $36,103 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 1,471 | $4,516 | ▲ +1,455 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 357 | $1,096 | New position | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 141 | $433 | ▼ -1 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 127 | $392 | ▲ +84 | 0.00% | 2026-06-30 |
| MCF Advisors LLC | 85 | $261 | ▲ +84 | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 44 | $135 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 38 | $114 | ▼ -5 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 27 | $83 | ▼ -1 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 19 | $57 | ▼ -3 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 18 | $55 | Unchanged | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 18 | $55 | New position | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 10,550 | $32 | New position | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 7 | $21 | Unchanged | 0.00% | 2026-06-30 |
| Allworth Financial LP | 5 | $16 | ▲ +1 | 0.00% | 2026-06-30 |
| Blue Trust, Inc. | 5 | $15 | Unchanged | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 5 | $15 | Unchanged | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 4 | $12 | ▲ +2 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 4 | $12 | New position | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | $9 | ▼ -2 | 0.00% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 3 | $9 | Unchanged | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 3 | $9 | Unchanged | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 3 | $9 | ▲ +1 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 3 | $9 | ▼ -2 | 0.00% | 2026-06-30 |
| TD Capital Management LLC | 2 | $6 | Unchanged | 0.00% | 2026-06-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | $6 | Unchanged | 0.00% | 2026-06-30 |
| NFSG Corp | 2 | $6 | Unchanged | 0.00% | 2026-06-30 |
| Activest Wealth Management | 2 | $6 | ▲ +1 | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 2 | $6 | Unchanged | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 2 | $6 | Unchanged | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 2 | $6 | ▼ -16 | 0.00% | 2026-06-30 |
| Acumen Wealth Advisors, LLC | 1 | $4 | Unchanged | 0.00% | 2026-06-30 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | $4 | Unchanged | 0.00% | 2026-06-30 |
| JNBA Financial Advisors | 1 | $4 | Unchanged | 0.00% | 2026-06-30 |
| Investors Portfolio Services LLC | 1 | $4 | Unchanged | 0.00% | 2026-06-30 |
| ATWOOD & PALMER INC | 1 | $4 | Unchanged | 0.00% | 2026-06-30 |
| SALEM INVESTMENT COUNSELORS INC | 1 | $4 | Unchanged | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 1 | $4 | Unchanged | 0.00% | 2026-06-30 |
| VALLEY NATIONAL ADVISERS INC | 1 | $4 | New position | 0.00% | 2026-06-30 |
| Main Street Group, LTD | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Harborfront Financial Group LLC | 1 | $3 | New position | 0.00% | 2026-06-30 |
| Lodestone Wealth Management LLC | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Medallion Wealth Advisors, LLC | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 1 | $3 | New position | 0.00% | 2026-06-30 |
| Ameritas Advisory Services, LLC | 1 | $3 | New position | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Vermillion Wealth Management, Inc. | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Investors Research Corp | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Clean Yield Group | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 1 | $3 | ▼ -1 | 0.00% | 2026-06-30 |
| Indiana Trust & Investment Management Co | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Wilmington Savings Fund Society, FSB | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 1 | $3 | ▼ -1 | 0.00% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| XTX Topco Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| FMR LLC | 0 | $0 | Sold out | 0.00% | 2026-06-30 |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| ROYAL BANK OF CANADA | 0 | $0 | Sold out | 2026-06-30 | |
| QUADRANT CAPITAL GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MBM WEALTH CONSULTANTS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Legacy Wealth Managment, LLC/ID | 0 | $0 | Sold out | 2026-06-30 |