Institutional Holders (2026 Q2)
50 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IHD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1.51% | 881,453 | $6.9M |
| 2 | Avory & Company, LLC | 0.92% | 94,848 | $740K |
| 3 | Waterfront Wealth Inc. | 0.59% | 510,568 | $3.8M |
| 4 | Absolute Investment Advisers, LLC | 0.39% | 515,063 | $4.0M |
| 5 | Saba Capital Management, L.P. | 0.26% | 1,305,586 | $10.2M |
| 6 | Decision Investments, Inc | 0.18% | 25,290 | $197K |
| 7 | Almitas Capital LLC | 0.15% | 78,161 | $610K |
| 8 | Quarry LP | 0.14% | 211,632 | $1.7M |
| 9 | Comprehensive Money Management Services LLC | 0.07% | 14,250 | $111K |
| 10 | Shaker Financial Services, LLC | 0.06% | 26,129 | $204K |
| 11 | BOS Asset Management, LLC | 0.06% | 31,300 | $244K |
| 12 | NWF Advisory Services Inc. | 0.02% | 33,500 | $261K |
| 13 | Compound Planning, Inc. | 0.02% | 93,375 | $728K |
| 14 | Arkadios Wealth Advisors | 0.02% | 133,618 | $1.0M |
| 15 | Guggenheim Capital LLC | 0.01% | 301,211 | $2.3M |
| 16 | B. Riley Wealth Advisors, Inc. | 0.01% | 24,191 | $186K |
| 17 | Twin Focus Capital Partners, LLC | 0.01% | 12,000 | $94K |
| 18 | Allspring Global Investments Holdings, LLC | 0.01% | 544,768 | $4.2M |
| 19 | Moors & Cabot, Inc. | 0.01% | 20,125 | $157K |
| 20 | Kingsview Wealth Management, LLC | 0.01% | 53,635 | $418K |
| 21 | Private Advisor Group, LLC | 0.00% | 134,765 | $1.1M |
| 22 | XTX Topco Ltd | 0.00% | 39,544 | $308K |
| 23 | &Partners | 0.00% | 124,346 | $968K |
| 24 | Daymark Wealth Partners, LLC | 0.00% | 17,844 | $139K |
| 25 | Cary Street Partners Financial LLC | 0.00% | 11,000 | $86K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|