Institutional Holders (2026 Q1)
43 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INCE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Atlatl Advisers LLC | 0.40% | 8,267 | $534K |
| 2 | Fortis Group Advisors, LLC | 0.16% | 14,720 | $984K |
| 3 | UMB Bank, n.a. | 0.13% | 145,117 | $9.4M |
| 4 | Ethos Financial Group, LLC | 0.08% | 16,275 | $1.1M |
| 5 | SEEDS INVESTOR LLC | 0.07% | 8,267 | $545K |
| 6 | Wealthspire Retirement, LLC | 0.05% | 13,130 | $849K |
| 7 | Tidemark, LLC | 0.04% | 2,481 | $160K |
| 8 | AlphaStar Capital Management, LLC | 0.03% | 6,097 | $394K |
| 9 | Van Hulzen Asset Management, LLC | 0.03% | 5,993 | $387K |
| 10 | Cornerstone Wealth Management, LLC | 0.02% | 6,346 | $410K |
| 11 | MONEY CONCEPTS CAPITAL CORP | 0.02% | 5,215 | $337K |
| 12 | D.A. DAVIDSON & CO. | 0.02% | 40,400 | $2.6M |
| 13 | OLD MISSION CAPITAL LLC | 0.01% | 10,270 | $664K |
| 14 | CENTRAL TRUST Co | 0.01% | 5,872 | $380K |
| 15 | LPL Financial LLC | 0.01% | 409,282 | $26.5M |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | 0.01% | 3,252 | $210K |
| 17 | PRIVATE TRUST CO NA | 0.01% | 1,089 | $70K |
| 18 | Cambridge Investment Research Advisors, Inc. | 0.01% | 30,560 | $2K |
| 19 | RAYMOND JAMES FINANCIAL INC | 0.00% | 228,810 | $14.8M |
| 20 | Arax Advisory Partners | 0.00% | 1,983 | $128K |
| 21 | Sanctuary Advisors, LLC | 0.00% | 10,326 | $668K |
| 22 | Cetera Investment Advisers | 0.00% | 51,130 | $3.3M |
| 23 | Private Advisor Group, LLC | 0.00% | 11,562 | $747K |
| 24 | World Investment Advisors | 0.00% | 3,338 | $216K |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.00% | 578 | $37K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|