Institutional Holders (2026 Q2)
148 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FDEC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Griffith & Werner, Inc. | 12.70% | 497,699 | $27.1M |
| 2 | Leigh Baldwin & CO., LLC | 2.50% | 85,055 | $4.6M |
| 3 | FWG Investments, LLC. | 0.99% | 34,394 | $1.9M |
| 4 | Integrity Financial Corp /WA | 0.94% | 35,940 | $2.0M |
| 5 | NovaPoint Capital, LLC | 0.76% | 67,509 | $3.7M |
| 6 | REAP Financial Group, LLC | 0.76% | 81,647 | $4.4M |
| 7 | Sacks & Associates, LLC | 0.70% | 18,994 | $1.0M |
| 8 | Crusonia Wealth Advisors LLC | 0.66% | 73,543 | $4.0M |
| 9 | Grantvest Financial Group LLC | 0.61% | 19,449 | $1.1M |
| 10 | 1776 Wealth LLC | 0.61% | 31,969 | $1.7M |
| 11 | Keystone Wealth Services, LLC | 0.60% | 59,007 | $3.2M |
| 12 | Faithward Advisors, LLC | 0.57% | 85,166 | $4.6M |
| 13 | Novem Group | 0.45% | 82,353 | $4.5M |
| 14 | Tanglewood Legacy Advisors, LLC | 0.45% | 25,486 | $1.4M |
| 15 | Compass Capital Corp /Ma/ /Adv | 0.44% | 24,195 | $1.3M |
| 16 | Pitti Group Wealth Management, LLC | 0.39% | 9,718 | $529K |
| 17 | Legacy Solutions, LLC | 0.36% | 8,145 | $444K |
| 18 | Nicholson Wealth Management Group, LLC | 0.34% | 10,609 | $578K |
| 19 | Ignite Planners, LLC | 0.34% | 44,966 | $2.4M |
| 20 | Financial Network Wealth Advisors LLC | 0.33% | 5,900 | $321K |
| 21 | TFB Advisors LLC | 0.30% | 12,609 | $687K |
| 22 | Valtinson Bruner Financial Planning LLC | 0.25% | 18,568 | $1.0M |
| 23 | DHJJ Financial Advisors, Ltd. | 0.25% | 16,001 | $872K |
| 24 | Fsb Premier Wealth Management, INC. | 0.24% | 15,423 | $840K |
| 25 | Arbor Capital Management Inc /Adv | 0.23% | 4,343 | $236K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|