Institutional Holders (2026 Q2)
115 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ECC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Stone Point Capital LLC | 100.00% | 5,822,728 | $21.7M |
| 2 | Virtus Investment Advisers, LLC | 0.30% | 348,534 | $1.3M |
| 3 | International Assets Investment Management, LLC | 0.22% | 955,629 | $3.7M |
| 4 | Ares Management LLC | 0.19% | 1,198,419 | $4.5M |
| 5 | Magnolia Private Wealth, LLC | 0.18% | 90,542 | $337K |
| 6 | Keudell/Morrison Wealth Management | 0.14% | 192,533 | $716K |
| 7 | Brian Low Financial Group, LLC | 0.10% | 48,000 | $179K |
| 8 | PFG Investments, LLC | 0.09% | 654,960 | $2.4M |
| 9 | Freestone Capital Holdings, LLC | 0.09% | 919,234 | $3.4M |
| 10 | Samalin Investment Counsel, LLC | 0.09% | 74,980 | $279K |
| 11 | Attessa Capital LLC | 0.06% | 36,175 | $135K |
| 12 | Balboa Wealth Partners | 0.04% | 87,538 | $326K |
| 13 | Freestate Advisors LLC | 0.04% | 13,675 | $51K |
| 14 | Ferguson Shapiro LLC | 0.04% | 34,110 | $127K |
| 15 | Legacy Wealth Managment, LLC/ID | 0.04% | 22,977 | $85K |
| 16 | TT Capital Management LLC | 0.03% | 11,812 | $44K |
| 17 | Global Assets Advisory, LLC | 0.03% | 39,870 | $151K |
| 18 | Sage Capital Advisors,llc | 0.03% | 39,249 | $146K |
| 19 | Advisory Solutions Group, LLC | 0.03% | 23,608 | $88K |
| 20 | Accredited Investor Services, LLC | 0.03% | 12,314 | $46K |
| 21 | Oxinas Partners, LLC | 0.02% | 14,500 | $54K |
| 22 | Colter Lewis Investment Partners LLC | 0.02% | 12,500 | $46K |
| 23 | J.W. Cole Advisors, INC. | 0.02% | 320,456 | $1.2M |
| 24 | Money Concepts Capital Corp | 0.02% | 115,347 | $429K |
| 25 | RPg Family Wealth Advisory, LLC | 0.02% | 24,463 | $91K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|