Institutional Holders (2026 Q1)
17 + 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 | 0.40% | 148,062 | $4.1M |
| 2 | VestGen Advisors, LLC | 0.38% | 447,103 | $14.4M |
| 3 | QTR Family Wealth, LLC | 0.33% | 25,678 | $782K |
| 4 | Embree Financial Group | 0.26% | 80,490 | $2.2M |
| 5 | CENTAURUS FINANCIAL, INC. | 0.16% | 117,445 | $3.3M |
| 6 | Snowden Capital Advisors LLC | 0.14% | 183,881 | $5.1M |
| 7 | Kingsview Wealth Management, LLC | 0.10% | 275,406 | $7.7M |
| 8 | COFG Advisors, LLC | 0.06% | 8,866 | $247K |
| 9 | Meridian Wealth Management, LLC | 0.04% | 35,998 | $1.0M |
| 10 | &PARTNERS | 0.03% | 228,146 | $6.4M |
| 11 | GTS SECURITIES LLC | 0.02% | 23,430 | $654K |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 372,575 | $10.4M |
| 13 | TRUIST FINANCIAL CORP | 0.00% | 49,661 | $1.4M |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 8,463 | $236K |
| 15 | CITADEL ADVISORS LLC | 0.00% | 8,190 | $229K |
| 16 | FIFTH THIRD BANCORP | 0.00% | 205 | $6K |
| 17 | Steward Partners Investment Advisory, LLC | 0.00% | 38 | $1K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|