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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — UCIB
Institutional Holdings
Insider Transactions
Institution
Shares
Value
Change
Filing Date
ENVESTNET ASSET MANAGEMENT INC
206.9K
$6.0M
-4.7K
2026-06-30
Legacy Wealth Asset Management, LLC
166.7K
$5.0M
-6.1K
2026-06-30
RHS Financial, LLC
126.8K
$4.0M
+11.5K
2026-06-30
&PARTNERS
46.5K
$1.0M
+1.0K
2026-06-30
Bruce G. Allen Investments, LLC
15.7K
--
-860
2026-06-30
AlTi Global, Inc.
11.9K
--
--
2026-06-30
Corient Private Wealth LP
10.3K
--
--
2026-06-30
Dorsey & Whitney Trust CO LLC
7.7K
--
-66
2026-06-30
Smartleaf Asset Management LLC
2.0K
--
--
2026-06-30
MORGAN STANLEY
661
--
--
2026-06-30
JPMORGAN CHASE & CO
180
--
--
2026-06-30
