Institutional Holders (2026 Q2)
54 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ILOW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Bbr Partners, LLC | 10.35% | 4,856,373 | $220.8M |
| 2 | Johnson Investment Counsel Inc | 1.76% | 5,297,082 | $240.8M |
| 3 | Prossimo Advisors, LLC | 1.49% | 5,684 | $258K |
| 4 | KPP Advisory Services LLC | 1.19% | 207,651 | $9.4M |
| 5 | New Republic Capital, LLC | 0.62% | 59,521 | $2.7M |
| 6 | D L Carlson Investment Group Inc | 0.58% | 80,217 | $3.6M |
| 7 | Genesis Private Wealth, LLC | 0.52% | 41,048 | $1.9M |
| 8 | Alterna Wealth Management, Inc | 0.52% | 19,941 | $907K |
| 9 | RFG - Bristol Wealth Advisors, LLC | 0.42% | 38,157 | $1.7M |
| 10 | Alliancebernstein L.P. | 0.34% | 24,382,919 | $1.04B |
| 11 | Tanglewood Legacy Advisors, LLC | 0.31% | 21,448 | $975K |
| 12 | Cornerstone Planning Group LLC | 0.25% | 42,921 | $2.0M |
| 13 | Next Level Private LLC | 0.20% | 22,312 | $1.0M |
| 14 | Legacy Bridge, LLC | 0.14% | 9,757 | $444K |
| 15 | Stratos Wealth Partners, LTD. | 0.13% | 286,343 | $13.0M |
| 16 | HB Wealth Management, LLC | 0.08% | 322,516 | $14.7M |
| 17 | Next Capital Management LLC | 0.07% | 6,013 | $273K |
| 18 | Keel Point, LLC | 0.04% | 13,849 | $630K |
| 19 | Northwestern Mutual Wealth Management Co | 0.02% | 972,770 | $44.2M |
| 20 | Evermay Wealth Management LLC | 0.02% | 3,379 | $154K |
| 21 | Private Trust Co NA | 0.01% | 2,864 | $130K |
| 22 | Ritholtz Wealth Management | 0.01% | 12,396 | $564K |
| 23 | Cresset Asset Management, LLC | 0.01% | 49,412 | $2.2M |
| 24 | LPL Financial LLC | 0.01% | 724,391 | $32.9M |
| 25 | Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | 27,467 | $1.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|