Institutional Holders (2026 Q1)
6 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IFLR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Liberty Atlantic Advisors LLC | 6.70% | 155,163 | $7.8M |
| 2 | NewCorp Financial Services, Inc. | 2.96% | 67,772 | $3.4M |
| 3 | ATX Financial Planning, LLC | 0.19% | 4,900 | $247K |
| 4 | Balance Wealth, LLC | 0.12% | 7,847 | $395K |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | 0.07% | 46,444 | $2.3M |
| 6 | Occidental Asset Management, LLC | 0.04% | 6,818 | $344K |
| 7 | Concurrent Investment Advisors, LLC | 0.03% | 56,807 | $2.9M |
| 8 | SIGNATUREFD, LLC | 0.02% | 29,068 | $1.5M |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 70,490 | $3.6M |
| 10 | Capital Investment Advisory Services, LLC | 0.00% | 1,313 | $66K |
| 11 | Farther Finance Advisors, LLC | 0.00% | 8,055 | $408K |
| 12 | Sound Income Strategies, LLC | 0.00% | 912 | $46K |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 111,665 | $5.6M |
| 14 | Gen-Wealth Partners Inc | 0.00% | 79 | $4K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|