Institutional Holders (2026 Q2)
50 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CAM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | DDFG, Inc | 2.21% | 441,625 | $11.1M |
| 2 | Planned Solutions, Inc. | 0.95% | 131,367 | $3.3M |
| 3 | First American Trust, Fsb | 0.43% | 285,716 | $7.2M |
| 4 | FF Advisors,LLC | 0.37% | 39,332 | $990K |
| 5 | Alliancebernstein L.P. | 0.29% | 35,257,394 | $880.3M |
| 6 | JSF Financial, LLC | 0.20% | 50,687 | $1.3M |
| 7 | Golden State Wealth Management, LLC | 0.13% | 56,893 | $1.4M |
| 8 | Paragon Capital Management Ltd | 0.05% | 11,311 | $285K |
| 9 | Elequin Capital, LP | 0.05% | 70,620 | $1.8M |
| 10 | Capital Advantage, Inc. | 0.03% | 10,707 | $269K |
| 11 | NWF Advisory Services Inc. | 0.02% | 8,457 | $213K |
| 12 | Tortoise Investment Management, LLC | 0.02% | 8,900 | $224K |
| 13 | Bleakley Financial Group, LLC | 0.01% | 38,433 | $967K |
| 14 | Guggenheim Capital LLC | 0.01% | 77,598 | $2.0M |
| 15 | Wells Fargo & Company/Mn | 0.01% | 1,951,058 | $49.1M |
| 16 | Mgo One Seven LLC | 0.01% | 18,418 | $463K |
| 17 | Sowell Financial Services LLC | 0.01% | 8,371 | $211K |
| 18 | Perigon Wealth Management, LLC | 0.01% | 14,487 | $364K |
| 19 | Tower Research Capital LLC (TRC) | 0.01% | 8,904 | $224K |
| 20 | Osaic Holdings, INC. | 0.01% | 181,178 | $4.6M |
| 21 | Beacon Pointe Advisors, LLC | 0.01% | 43,707 | $1.1M |
| 22 | Diversify Advisory Services, LLC | 0.00% | 12,017 | $299K |
| 23 | Diversify Wealth Management, LLC | 0.00% | 12,017 | $299K |
| 24 | LPL Financial LLC | 0.00% | 516,380 | $13.0M |
| 25 | Sanctuary Advisors, LLC | 0.00% | 24,042 | $605K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|