Institutional Holders (2026 Q2)
248 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MLPA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Madrid Financial Services | 13.73% | 488,670 | $25.9M |
| 2 | Matrix Private Capital Group LLC | 3.46% | 149,900 | $8.0M |
| 3 | Legacy Wealth Asset Management, LLC | 2.65% | 227,634 | $12.1M |
| 4 | Point Nemo Capital, LLC | 2.65% | 98,478 | $5.2M |
| 5 | Barry Investment Advisors, LLC | 2.28% | 205,167 | $10.9M |
| 6 | Wiser Advisor Group LLC | 2.11% | 36,302 | $1.9M |
| 7 | Meixler Investment Management, Ltd. | 1.85% | 63,228 | $3.4M |
| 8 | Guild Investment Management, Inc. | 1.49% | 41,120 | $2.2M |
| 9 | Thor Investment Management Inc /Oh/ /Adv | 1.49% | 38,466 | $1.7M |
| 10 | Naviter Wealth, LLC | 0.97% | 201,119 | $10.7M |
| 11 | Clear Trail Advisors, LLC | 0.86% | 106,513 | $5.7M |
| 12 | APS Management Group, Inc. | 0.78% | 19,203 | $1.0M |
| 13 | Greenspring Advisors, LLC | 0.74% | 250,248 | $13.3M |
| 14 | Almanack Investment Partners, LLC. | 0.73% | 108,309 | $5.7M |
| 15 | Tectonic Advisors LLC | 0.71% | 277,970 | $14.8M |
| 16 | Strong Tower Advisory Services | 0.67% | 70,782 | $3.8M |
| 17 | TT Capital Management LLC | 0.67% | 16,200 | $860K |
| 18 | LFG Wealth Partners, LLC | 0.66% | 26,477 | $1.4M |
| 19 | Columbus Macro, LLC | 0.61% | 117,458 | $6.2M |
| 20 | MBL Wealth, LLC | 0.56% | 155,692 | $8.3M |
| 21 | Lynx Capital Group Ltd /Adv | 0.56% | 17,225 | $763K |
| 22 | Private Advisory Group LLC | 0.45% | 157,059 | $8.3M |
| 23 | Evergreen Capital Management LLC | 0.45% | 478,511 | $25.4M |
| 24 | Demars Financial Group, LLC | 0.43% | 29,292 | $1.6M |
| 25 | Cascade Financial Partners, LLC | 0.42% | 91,846 | $4.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|