Institutional Holders (2026 Q2)
86 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DAPR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Tanglewood Legacy Advisors, LLC | 1.09% | 82,637 | $3.4M |
| 2 | Mission Financial Group, LLC | 0.84% | 24,786 | $1.0M |
| 3 | CFC Planning Co LLC | 0.55% | 22,942 | $938K |
| 4 | Climber Capital SA | 0.53% | 21,140 | $862K |
| 5 | Lcnb Corp | 0.43% | 34,219 | $1.4M |
| 6 | SMART Wealth LLC | 0.38% | 43,392 | $1.8M |
| 7 | Spectrum Asset Management, Inc. (NB/CA) | 0.37% | 32,760 | $1.3M |
| 8 | Oakmont Advisory Group, LLC | 0.37% | 10,695 | $437K |
| 9 | REAP Financial Group, LLC | 0.36% | 51,066 | $2.1M |
| 10 | Integrity Financial Corp /WA | 0.33% | 16,899 | $691K |
| 11 | Commonwealth Financial Services, LLC | 0.27% | 49,902 | $2.0M |
| 12 | Ritter Daniher Financial Advisory LLC / DE | 0.27% | 43,585 | $1.8M |
| 13 | Barnes Wealth Management Group, Inc | 0.24% | 12,497 | $511K |
| 14 | Nova Wealth Management, Inc. | 0.20% | 8,845 | $362K |
| 15 | Benson Wealth Management INC | 0.20% | 4,779 | $195K |
| 16 | Founders Financial Securities LLC | 0.19% | 92,085 | $3.8M |
| 17 | TopTier Wealth Management, LLC | 0.16% | 6,655 | $272K |
| 18 | LifeWealth Investments, LLC | 0.16% | 14,467 | $591K |
| 19 | Winnacle Wealth LLC | 0.15% | 5,288 | $216K |
| 20 | Jim Saulnier & Associates, LLC | 0.15% | 8,834 | $361K |
| 21 | Cypress Wealth Services, LLC | 0.11% | 22,848 | $934K |
| 22 | Santori & Peters, Inc. | 0.11% | 9,435 | $386K |
| 23 | TrueWealth Advisors, LLC | 0.10% | 11,018 | $450K |
| 24 | Kovack Advisors, Inc. | 0.08% | 42,771 | $1.7M |
| 25 | Tounjian Advisory Partners, LLC | 0.08% | 4,766 | $195K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|