13FBOX
AMERICAN STRATEGIC INVEST CO · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN STRATEGIC INVEST CO

NYC
Institutions
15
Combined AUM (Q2 2026)
$493,865
Combined Shares (Q2 2026)
51,226
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+756
5 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-5,059
10 · 6 Exit · ≈
⚖️ Net
-4,303
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$493,865
Institutions
15
New Buys
4
Adds
1
Reduces
4
Exits
6
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#9$202,18020,973$177,08820,785+188+0.90%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#7$150,59915,617$165,77419,452-3,835-19.72%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#4$112,46011,666$99,39411,66600.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#5$16,1381,675$14,4861,701-26-1.53%Reduce
Triumph Capital Management
<0.01%<0.01%#1$3,615375$3,19537500.00%Unchanged
CITIGROUP INC
<0.01%#11$2,670277$00+277New Buy
Global Retirement Partners, LLC
<0.01%#3$1,861193$00+193New Buy
NFSG Corp
<0.01%<0.01%#2$1,504156$1,32915600.00%Unchanged
BOKF, NA
<0.01%#6$81985$00+85New Buy
Blue Trust, Inc.
<0.01%<0.01%#8$78181$6908100.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#15$32834$68268-34-50.00%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#10$31833$2813300.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#13$28429$2512900.00%Unchanged
UBS Group AG
<0.01%<0.01%#14$18319$1,815213-194-91.08%Reduce
ASSETMARK, INC
<0.01%#12$12513$00+13New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow