Institutional Holders (2026 Q1)
70 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FID. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Entruity Wealth, LLC | 3.70% | 260,130 | $5.4M |
| 2 | Wagner Wealth Management, LLC | 3.43% | 811,389 | $17.0M |
| 3 | Hobart Private Capital, LLC | 1.21% | 294,378 | $6.2M |
| 4 | BlueChip Wealth Advisors LLC | 1.03% | 111,781 | $2.3M |
| 5 | Arkadios Wealth Advisors | 0.25% | 730,434 | $15.3M |
| 6 | Ameriflex Group, INC. | 0.20% | 19,061 | $399K |
| 7 | Lansing Street Advisors | 0.18% | 33,928 | $711K |
| 8 | Twin Peaks Wealth Advisors, LLC | 0.14% | 26,959 | $565K |
| 9 | Ethos Financial Group, LLC | 0.13% | 82,902 | $1.7M |
| 10 | Gateway Wealth Partners, LLC | 0.12% | 148,978 | $3.1M |
| 11 | Signal Advisors Wealth, LLC | 0.10% | 68,886 | $1.4M |
| 12 | Formidable Asset Management, LLC | 0.09% | 29,502 | $606K |
| 13 | Fsb Premier Wealth Management, INC. | 0.09% | 13,681 | $287K |
| 14 | Iams Wealth Management, LLC | 0.08% | 10,280 | $215K |
| 15 | Asset Allocation Strategies LLC | 0.04% | 9,746 | $204K |
| 16 | Fort Point Capital Partners LLC | 0.03% | 13,593 | $285K |
| 17 | Triad Wealth Partners, LLC | 0.03% | 19,793 | $415K |
| 18 | D.A. Davidson & CO. | 0.03% | 246,440 | $5.2M |
| 19 | Darwin Wealth Management, LLC | 0.02% | 3,263 | $68K |
| 20 | Concurrent Investment Advisors, LLC | 0.02% | 66,003 | $1.4M |
| 21 | Sigma Planning Corp | 0.01% | 24,431 | $512K |
| 22 | REAP Financial Group, LLC | 0.01% | 3,418 | $72K |
| 23 | Benjamin Edwards Inc | 0.01% | 47,141 | $987K |
| 24 | Orion Porfolio Solutions, LLC | 0.01% | 47,557 | $996K |
| 25 | Raleigh Capital Management Inc. | 0.01% | 1,158 | $24K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|