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Business Summary
Filings
Ownership
Valuation
Ownership — SAFX
Institutional Holdings
Insider Transactions
US Institutional Ownership
3.0%
Institution
Shares
Value
Ownership %
Change
Filing Date
VANGUARD CAPITAL MANAGEMENT LLC
4.49M
$1.0M
1.14%
+3.10M
2026-06-30
Arete Wealth Advisors, LLC
1.75M
--
0.44%
--
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
747.6K
--
0.19%
-1.37M
2026-06-30
UBS Group AG
742.5K
--
0.19%
-708.1K
2026-06-30
STATE STREET CORP
673.5K
--
0.17%
-297.3K
2026-06-30
BlackRock, Inc.
467.9K
--
0.12%
-1.95M
2026-06-30
MORGAN STANLEY
396.5K
--
0.10%
+372.8K
2026-06-30
LPL Financial LLC
352.4K
--
0.09%
--
2026-06-30
JANE STREET GROUP, LLC
332.1K
--
0.08%
-542.4K
2026-06-30
GOLDMAN SACHS GROUP INC
314.0K
--
0.08%
-34.7K
2026-06-30
J. Derek Lewis & Associates Inc.
250.0K
--
0.06%
+15.1K
2026-06-30
WELLINGTON MANAGEMENT GROUP LLP
201.2K
--
0.05%
+37.5K
2026-06-30
HSBC HOLDINGS PLC
128.7K
--
0.03%
--
2026-06-30
TUDOR INVESTMENT CORP ET AL
115.9K
--
0.03%
--
2026-06-30
Larson Financial Group LLC
115.0K
--
0.03%
--
2026-06-30
Callan Family Office, LLC
109.7K
--
0.03%
-34.1K
2026-06-30
BANK OF AMERICA CORP /DE/
87.7K
--
0.02%
+41.7K
2026-06-30
VANGUARD FIDUCIARY TRUST CO
86.1K
--
0.02%
-603.9K
2026-06-30
TWO SIGMA SECURITIES, LLC
68.1K
--
0.02%
--
2026-06-30
FMR LLC
55.9K
--
0.01%
+6.5K
2026-06-30
Vanguard Personalized Indexing Management, LLC
53.2K
--
0.01%
--
2026-06-30
Apollon Wealth Management, LLC
43.8K
--
0.01%
--
2026-06-30
Balyasny Asset Management L.P.
32.3K
--
0.01%
--
2026-06-30
Abel Hall, LLC
32.2K
--
0.01%
+4.8K
2026-06-30
JPMORGAN CHASE & CO
29.5K
--
0.01%
-2.9K
2026-06-30
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