Institutional Holders (2026 Q2)
27 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ASCE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Crescent Grove Advisors, LLC | 0.98% | 335,588 | $11.8M |
| 2 | VestGen Advisors, LLC | 0.45% | 442,067 | $15.5M |
| 3 | Embree Financial Group | 0.36% | 101,143 | $3.5M |
| 4 | QTR Family Wealth, LLC | 0.32% | 26,081 | $915K |
| 5 | Atlas Wealth LLC | 0.22% | 43,884 | $1.5M |
| 6 | Centaurus Financial, INC. | 0.16% | 119,572 | $4.2M |
| 7 | Snowden Capital Advisors LLC | 0.15% | 180,585 | $6.3M |
| 8 | Kingsview Wealth Management, LLC | 0.06% | 147,286 | $5.2M |
| 9 | COFG Advisors, LLC | 0.05% | 8,866 | $311K |
| 10 | Meridian Wealth Management, LLC | 0.05% | 43,882 | $1.5M |
| 11 | &Partners | 0.04% | 281,975 | $9.9M |
| 12 | HighPoint Advisor Group LLC | 0.02% | 16,700 | $586K |
| 13 | Commonwealth Equity Services, LLC | 0.00% | 108,725 | $3.8M |
| 14 | Citigroup Inc | 0.00% | 336,000 | $11.8M |
| 15 | Envestnet Asset Management Inc | 0.00% | 413,388 | $14.5M |
| 16 | Raymond James Financial Inc | 0.00% | 208,361 | $7.3M |
| 17 | Truist Financial Corp | 0.00% | 46,358 | $1.6M |
| 18 | Sanctuary Advisors, LLC | 0.00% | 11,682 | $410K |
| 19 | Steward Partners Investment Advisory, LLC | 0.00% | 9,444 | $331K |
| 20 | Allspring Global Investments Holdings, LLC | 0.00% | 28,570 | $1.0M |
| 21 | LPL Financial LLC | 0.00% | 136,401 | $4.8M |
| 22 | Arax Advisory Partners | 0.00% | 3,850 | $135K |
| 23 | Quantinno Capital Management LP | 0.00% | 7,000 | $246K |
| 24 | Citadel Advisors LLC | 0.00% | 9,754 | $342K |
| 25 | Fifth Third Bancorp | 0.00% | 205 | $7K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|