Institutional Holders (2026 Q1)
0 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ET/PRI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | KIM, LLC | 2.46% | 2,074,034 | $24.0M |
| 2 | Magnus Financial Group LLC | 0.33% | 355,555 | $4.1M |
| 3 | Phraction Management LLC | 0.16% | 68,700 | $795K |
| 4 | Mezzasalma Advisors, LLC | 0.13% | 44,340 | $513K |
| 5 | One Charles Private Wealth Services, LLC | 0.12% | 39,888 | $462K |
| 6 | LAZARI CAPITAL MANAGEMENT, INC. | 0.10% | 24,500 | $283K |
| 7 | TERRIL BROTHERS, INC. | 0.09% | 27,125 | $314K |
| 8 | Beacon Financial Advisory LLC | 0.06% | 22,473 | $260K |
| 9 | Clear Harbor Asset Management, LLC | 0.05% | 67,085 | $776K |
| 10 | Samalin Investment Counsel, LLC | 0.05% | 11,109 | $129K |
| 11 | Mraz, Amerine & Associates, Inc. | 0.04% | 20,697 | $239K |
| 12 | NORTHCAPE WEALTH MANAGEMENT, LLC | 0.03% | 10,000 | $116K |
| 13 | Sowell Financial Services LLC | 0.03% | 63,647 | $736K |
| 14 | D.A. DAVIDSON & CO. | 0.03% | 360,426 | $4.2M |
| 15 | Abel Hall, LLC | 0.02% | 10,000 | $116K |
| 16 | Pasadena Private Wealth, LLC | 0.02% | 15,200 | $176K |
| 17 | Oxbow Advisors, LLC | 0.02% | 24,261 | $281K |
| 18 | XML Financial, LLC | 0.02% | 21,150 | $245K |
| 19 | SUMMITRY LLC | 0.02% | 35,000 | $405K |
| 20 | Chicago Partners Investment Group LLC | 0.01% | 45,871 | $552K |
| 21 | Sigma Planning Corp | 0.01% | 35,123 | $406K |
| 22 | Lido Advisors, LLC | 0.01% | 204,771 | $2.4M |
| 23 | Kestra Advisory Services, LLC | 0.01% | 133,788 | $1.5M |
| 24 | U.S. Capital Wealth Advisors, LLC | 0.00% | 10,000 | $116K |
| 25 | JNBA Financial Advisors | 0.00% | 3,000 | $35K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|