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Filings
Ownership
Valuation
Ownership — OUNZ
Institutional Holdings
Insider Transactions
US Institutional Ownership
55.1%
Institution
Shares
Value
Ownership %
Change
Filing Date
VAN ECK ASSOCIATES CORP
5.47M
$211.0M
8.60%
+1.65M
2026-06-30
Morton Capital Management LLC/CA
3.52M
$135.0M
5.53%
+86.1K
2026-06-30
LPL Financial LLC
3.17M
$122.0M
4.98%
-71.4K
2026-06-30
Pitcairn Wealth Advisors LLC
1.32M
$50.0M
2.07%
-17.0K
2026-06-30
RAYMOND JAMES FINANCIAL INC
1.31M
$50.0M
2.06%
+14.3K
2026-06-30
ENVESTNET ASSET MANAGEMENT INC
1.05M
$40.0M
1.66%
+13.9K
2026-06-30
Modern Wealth Management, LLC
1.04M
$40.0M
1.63%
+493.7K
2026-06-30
Cetera Investment Advisers
1.01M
$38.0M
1.58%
+30.7K
2026-06-30
AMERIPRISE FINANCIAL INC
814.2K
$31.0M
1.28%
+12.1K
2026-06-30
Asset One Wealth Management LLC
786.0K
$30.0M
1.24%
+22.9K
2026-06-30
Cambridge Investment Research Advisors, Inc.
644.1K
$24.0M
1.01%
-63.3K
2026-06-30
SHUFRO ROSE & CO LLC
619.8K
$23.0M
0.97%
+266.7K
2026-06-30
Drake & Associates, LLC
552.9K
$21.0M
0.87%
+42.7K
2026-06-30
Ameritas Advisory Services, LLC
486.7K
$18.0M
0.76%
+235.7K
2026-06-30
MML INVESTORS SERVICES, LLC
468.7K
$18.0M
0.74%
+112.9K
2026-06-30
OSAIC HOLDINGS, INC.
446.2K
$17.0M
0.70%
+200.0K
2026-06-30
Kiker Wealth Management, LLC
422.7K
$16.0M
0.66%
-14.8K
2026-06-30
AE Wealth Management LLC
381.4K
$14.0M
0.60%
-64.7K
2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
380.5K
$15.0M
0.60%
+34.7K
2026-06-30
Euro Pacific Asset Management, LLC
376.5K
$14.0M
0.59%
-10.1K
2026-06-30
HighTower Advisors, LLC
364.8K
$14.0M
0.57%
-9.8K
2026-06-30
SILVER OAK SECURITIES, INCORPORATED
334.7K
$12.0M
0.53%
+11.7K
2026-06-30
Security National Bank
322.0K
$12.0M
0.51%
+38.9K
2026-06-30
Solstein Capital, LLC
280.2K
$10.0M
0.44%
+20.3K
2026-06-30
Accordant Advisory Group Inc
272.8K
$10.0M
0.43%
-426
2026-06-30
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