Institutional Holders (2026 Q2)
184 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FFEB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Schorn Wealth LLC | 7.94% | 497,888 | $30.4M |
| 2 | BAM Wealth Management, LLC | 2.72% | 71,163 | $4.3M |
| 3 | REAP Financial Group, LLC | 2.54% | 244,262 | $14.9M |
| 4 | Integrity Financial Corp /WA | 1.18% | 40,526 | $2.5M |
| 5 | Stewardship Concepts Financial Services LLC | 0.86% | 20,984 | $1.3M |
| 6 | FWG Investments, LLC. | 0.82% | 25,564 | $1.6M |
| 7 | Keystone Wealth Services, LLC | 0.75% | 66,104 | $4.0M |
| 8 | Oakmont Advisory Group, LLC | 0.73% | 14,279 | $871K |
| 9 | Semus Wealth Partners LLC | 0.73% | 24,657 | $1.5M |
| 10 | Oder Investment Management, LLC | 0.72% | 17,625 | $1.1M |
| 11 | TopTier Wealth Management, LLC | 0.60% | 16,280 | $993K |
| 12 | Onyx Bridge Wealth Group LLC | 0.58% | 105,623 | $6.4M |
| 13 | Valtinson Bruner Financial Planning LLC | 0.58% | 37,737 | $2.3M |
| 14 | Outlook Wealth Advisors, LLC | 0.53% | 40,297 | $2.5M |
| 15 | VestGen Investment Management | 0.52% | 16,033 | $978K |
| 16 | Maltin Wealth Management, Inc. | 0.49% | 24,091 | $1.5M |
| 17 | Grantvest Financial Group LLC | 0.39% | 11,091 | $676K |
| 18 | 1776 Wealth LLC | 0.39% | 18,034 | $1.1M |
| 19 | Fsb Premier Wealth Management, INC. | 0.35% | 20,318 | $1.2M |
| 20 | TFB Advisors LLC | 0.30% | 11,234 | $685K |
| 21 | Accel Wealth Management | 0.30% | 21,533 | $1.3M |
| 22 | Tanglewood Legacy Advisors, LLC | 0.30% | 15,010 | $915K |
| 23 | DHJJ Financial Advisors, Ltd. | 0.29% | 16,510 | $1.0M |
| 24 | Main Street Financial Solutions, LLC | 0.28% | 69,991 | $3.9M |
| 25 | Luken Investment Analytics, LLC | 0.27% | 12,824 | $782K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|