ReposiTrak, Inc. — Institutional Ownership

Which tracked institutions hold TRAK, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

14
Funds holding
$14723997
Total value held
Buying
12 added/new · 1 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $5293651 696533 +4404 +0.64%
2 Morgan Stanley $2603228 342530 +259157 +310.84%
3 Bank Of Montreal /Can/ $2126989 279867 NEW BUY
4 State Street Corp $1596912 209584 +6650 +3.28%
5 Bank Of New York Mellon Corp $1007431 132557 -268 -0.20%
6 Goldman Sachs Group Inc $845789 111288 +59238 +113.81%
7 Northern Trust Corp $724903 95382 +9359 +10.88%
8 Bank Of America Corp /De/ $152319 20042 +5660 +39.35%
9 Wells Fargo & Company/Mn $152250 12308 +5396 +78.07%
10 Raymond James Financial Inc $89399 11763 Held
11 Barclays Plc $84801 11158 NEW BUY
12 Citigroup Inc $33770 2730 +2245 +462.89%
13 Pnc Financial Services Group, Inc. $12555 1652 NEW BUY
14 Royal Bank Of Canada $0 112 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.