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Institutional Holdings
ZSTKOwnership Summary
Institutions Holding
13
Total Shares Held
61,288
Total Value Held
$183,830
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
3
21,441 shares
Held Positions
3
25 shares
New Positions
5
39,822 shares
Sold Out Positions
2
24 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 25,440 | $76,320 | New position | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 20,994 | $62,984 | ▼ -4,327 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 12,648 | $37,944 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,730 | $5,190 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 440 | $1,320 | ▼ -226 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 12 | $36 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 7 | $21 | ▼ -166 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 3 | $9 | New position | 0.00% | 2026-06-30 |
| CITIGROUP INC | 1 | $3 | New position | 0.00% | 2026-06-30 |
| Key Financial Inc | 1 | $3 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 12 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Bernard Wealth Management Corp. | 0 | $0 | Sold out | 2026-06-30 |