Institutional Holders (2026 Q2)
74 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MAYW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | POM Investment Strategies, LLC | 14.08% | 357,484 | $12.4M |
| 2 | Wellment Financial | 10.44% | 263,404 | $9.2M |
| 3 | Lloyd Advisory Services, LLC. | 9.70% | 719,712 | $25.0M |
| 4 | Integrated Wealth Management | 6.68% | 181,878 | $6.3M |
| 5 | American Asset Management INC. | 4.15% | 146,366 | $5.1M |
| 6 | Centennial Advisors, LLC | 3.16% | 76,091 | $2.6M |
| 7 | Mid-American Wealth Advisory Group, Inc. | 2.70% | 215,020 | $7.5M |
| 8 | Aegis Wealth Management, Inc. | 2.57% | 114,627 | $4.0M |
| 9 | Howard Bailey Securities, LLC | 2.51% | 192,678 | $6.7M |
| 10 | Networth Advisors, LLC | 2.31% | 114,369 | $4.0M |
| 11 | B.O.S.S. Retirement Advisors, LLC | 1.86% | 198,617 | $6.9M |
| 12 | Tounjian Advisory Partners, LLC | 1.58% | 105,999 | $3.7M |
| 13 | Outlook Wealth Advisors, LLC | 1.43% | 190,171 | $6.6M |
| 14 | FSA Advisors, Inc. | 1.29% | 81,195 | $2.8M |
| 15 | Gts Financial, LLC | 1.23% | 52,341 | $1.7M |
| 16 | Elevated Capital Advisors, LLC | 0.99% | 103,773 | $3.6M |
| 17 | Blackston Financial Advisory Group, LLC | 0.72% | 36,725 | $1.3M |
| 18 | Montgomery Financial Services LLC | 0.71% | 23,368 | $813K |
| 19 | LifeWealth Investments, LLC | 0.64% | 68,766 | $2.4M |
| 20 | AE Wealth Management LLC | 0.60% | 3,711,221 | $129.0M |
| 21 | SMART Wealth LLC | 0.40% | 53,419 | $1.9M |
| 22 | Great Lakes Retirement, Inc. | 0.35% | 112,552 | $3.9M |
| 23 | Kingdom Financial Group LLC. | 0.34% | 38,784 | $1.3M |
| 24 | Jim Saulnier & Associates, LLC | 0.33% | 23,820 | $828K |
| 25 | Quest 10 Wealth Builders, Inc. | 0.31% | 11,654 | $405K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|