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Institutional Holdings

YDES

Ownership Summary

Institutions Holding
19
Total Shares Held
5,770,495
Total Value Held
$2,527,815
Quarter
2026-06-30

Active Positions

Increased Positions
4
4,783,346 shares
Decreased Positions
2
19,399 shares
Held Positions
8
861,505 shares
New Positions
4
106,245 shares
Sold Out Positions
1
1 shares
Institution Shares Value Change % of Portfolio Reported
Cypress Capital Management LLC (WY) 4,678,142 $1,515,583 ▲ +57,602 1.27% 2026-06-30
Oasis Management Co Ltd. 100,000 $225,000 Unchanged 0.01% 2026-06-30
Garrett Wealth Advisory Group, LLC 84,630 $190,418 New position 0.03% 2026-06-30
Cerity Partners LLC 352,495 $172,142 Unchanged 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 62,714 $141,106 ▲ +2,478 0.00% 2026-06-30
True North Advisors, LLC 220,819 $68,454 Unchanged 0.01% 2026-06-30
CITADEL ADVISORS LLC 30,106 $67,739 ▲ +10,656 0.00% 2026-06-30
JANE STREET GROUP, LLC 21,423 $48,202 New position 0.00% 2026-06-30
Clear Street Group Inc. 102,358 $31,731 Unchanged 0.00% 2026-06-30
UBS Group AG 12,384 $27,864 ▲ +756 0.00% 2026-06-30
ARISTEIA CAPITAL, L.L.C. 63,274 $16,609 Unchanged 0.00% 2026-06-30
WOLVERINE ASSET MANAGEMENT LLC 4,886 $10,994 Unchanged 0.00% 2026-06-30
Merit Financial Group, LLC 19,239 $5,964 ▼ -20,761 0.00% 2026-06-30
Concurrent Investment Advisors, LLC 17,672 $5,478 Unchanged 0.00% 2026-06-30
MORGAN STANLEY 160 $360 ▼ -63 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 75 $169 New position 0.00% 2026-06-30
FMR LLC 1 $2 Unchanged 0.00% 2026-06-30
ROYAL BANK OF CANADA 117 $0 New position 0.00% 2026-06-30
SUMMIT SECURITIES GROUP LLC 0 $0 Sold out 2026-06-30