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Institutional Holdings
XWELOwnership Summary
Institutions Holding
24
Total Shares Held
447,878
Total Value Held
$465,811
Quarter
2026-06-30
Active Positions
Increased Positions
4
32,657 shares
Decreased Positions
3
89,986 shares
Held Positions
8
98,366 shares
New Positions
7
226,869 shares
Sold Out Positions
2
12,113 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 117,022 | $121,703 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 81,990 | $85,270 | Unchanged | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 56,069 | $58,330 | ▼ -11,455 | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 51,310 | $53,362 | New position | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 32,770 | $34,081 | New position | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 31,216 | $32,465 | ▼ -50,944 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 23,380 | $24,315 | New position | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 20,704 | $21,532 | ▲ +10,352 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 16,144 | $16,790 | Unchanged | 0.00% | 2026-06-30 |
| CITIGROUP INC | 6,191 | $6,439 | ▲ +3,615 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 5,754 | $5,984 | ▲ +1,217 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 2,701 | $2,809 | ▼ -19,186 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 2,383 | $2,478 | New position | 0.00% | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | 97 | $101 | Unchanged | 0.00% | 2026-06-30 |
| Allworth Financial LP | 66 | $69 | Unchanged | 0.00% | 2026-06-30 |
| Activest Wealth Management | 50 | $52 | Unchanged | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 15 | $16 | Unchanged | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 8 | $8 | ▲ +6 | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 3 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 3 | $3 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 1 | $1 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 1 | $0 | Unchanged | 0.00% | 2026-06-30 |
| UBS Group AG | 0 | $0 | Sold out | 2026-06-30 | |
| OSAIC HOLDINGS, INC. | 0 | $0 | Sold out | 2026-06-30 |