BALANCED POOL

Institutions

Combined AUM (Q2 2026)

$263,962

Combined Shares (Q2 2026)

2,578

Overall Trend

Decrease

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

0 · 0 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-10,580

1 · 0 Exit · ≈ —

⚖️ Net

-10,580

—

Net Sell

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$263,962

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Westside Investment Management, Inc.		0.03%	0.19%	#1	$263,962	2,578	$1.2M	13,158	-10,580-80.41%	Reduce

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow