Institutional Holders (2026 Q2)
134 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FEOE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Acumen Wealth Advisors, LLC | 5.01% | 442,679 | $23.6M |
| 2 | RIA Advisory Group LLC | 4.14% | 355,922 | $19.0M |
| 3 | Arwa LLC | 3.98% | 177,902 | $9.6M |
| 4 | Ffg Retirement Advisors LLC | 2.77% | 97,902 | $5.2M |
| 5 | Richmond Investment Services, LLC | 2.19% | 129,484 | $6.9M |
| 6 | Avaii Wealth Management, LLC | 1.58% | 100,885 | $5.4M |
| 7 | Frontier Asset Management, LLC | 1.53% | 159,621 | $8.5M |
| 8 | G&S Capital LLC | 1.34% | 86,680 | $4.6M |
| 9 | StrongBox Wealth, LLC | 1.18% | 77,219 | $4.1M |
| 10 | Continuum Advisory, LLC | 1.03% | 238,288 | $12.7M |
| 11 | Redhawk Wealth Advisors, Inc. | 0.98% | 187,046 | $10.0M |
| 12 | LexAurum Advisors, LLC | 0.93% | 150,522 | $8.0M |
| 13 | PCG Wealth Advisors, LLC | 0.93% | 77,924 | $4.2M |
| 14 | Armstrong, Fleming & Moore, Inc | 0.88% | 49,794 | $2.7M |
| 15 | Schiavi & Co LLC | 0.84% | 59,807 | $3.2M |
| 16 | Nautilus Advisors LLC | 0.84% | 26,268 | $1.4M |
| 17 | Berger Financial Group, Inc | 0.77% | 283,724 | $15.2M |
| 18 | Financial Partners Group, Inc | 0.70% | 129,223 | $6.9M |
| 19 | Patten Group, Inc. | 0.52% | 62,914 | $3.4M |
| 20 | Atlas Wealth LLC | 0.51% | 67,216 | $3.6M |
| 21 | Lakeside Advisors, INC. | 0.51% | 15,100 | $806K |
| 22 | Great Valley Advisor Group, INC. | 0.49% | 579,013 | $30.9M |
| 23 | Bluesphere Advisors LLC | 0.48% | 29,277 | $1.6M |
| 24 | Greenwood Capital Associates LLC | 0.43% | 82,889 | $4.4M |
| 25 | Ballast Rock Private Wealth LLC | 0.40% | 16,112 | $860K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|