Institutional Holders (2026 Q1)
108 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BOE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Shaker Financial Services, LLC | 0.84% | 218,660 | $2.4M |
| 2 | Avory & Company, LLC | 0.66% | 46,196 | $506K |
| 3 | Closed-End Fund Advisors, Inc. | 0.55% | 49,167 | $539K |
| 4 | Karpus Management, Inc. | 0.41% | 1,211,742 | $13.3M |
| 5 | Logan Stone Capital, LLC | 0.25% | 82,750 | $907K |
| 6 | Stolper Co | 0.24% | 70,957 | — |
| 7 | Centurion Wealth Management LLC | 0.21% | 86,542 | $949K |
| 8 | Advisors Asset Management, Inc. | 0.21% | 1,161,096 | $12.7M |
| 9 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0.18% | 24,911 | $273K |
| 10 | Saba Capital Management, L.P. | 0.17% | 566,317 | $6.2M |
| 11 | PMG Family Office LLC | 0.17% | 13,789 | $151K |
| 12 | DECISION INVESTMENTS, INC | 0.17% | 13,350 | $146K |
| 13 | ACCREDITED INVESTOR SERVICES, LLC | 0.13% | 18,683 | $205K |
| 14 | one8zero8, LLC | 0.12% | 50,000 | $548K |
| 15 | Illumine Investment Management, LLC | 0.11% | 12,974 | $142K |
| 16 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.10% | 64,563 | $708K |
| 17 | GUGGENHEIM CAPITAL LLC | 0.10% | 1,132,848 | $12.4M |
| 18 | Abel Hall, LLC | 0.08% | 33,000 | $362K |
| 19 | Ballast Rock Private Wealth LLC | 0.07% | 12,346 | $135K |
| 20 | Pacific Wealth Strategies Group, Inc. | 0.07% | 10,000 | $110K |
| 21 | EVOLVE PRIVATE WEALTH, LLC | 0.06% | 102,266 | $1.1M |
| 22 | SAX WEALTH ADVISORS, LLC | 0.05% | 85,274 | $999K |
| 23 | NBC SECURITIES, INC. | 0.05% | 58,286 | $639K |
| 24 | NWF Advisory Services Inc. | 0.04% | 31,360 | $344K |
| 25 | WPG Advisers, LLC | 0.03% | 3,699 | $41K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|