Institutional Holders (2026 Q2)
45 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NIM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Blake Schutter Theil Wealth Advisors, LLC | 1.27% | 200,058 | $1.9M |
| 2 | Whipplewood Advisors, LLC | 0.96% | 151,035 | $1.4M |
| 3 | Croban | 0.57% | 137,873 | $1.3M |
| 4 | 1607 Capital Partners, LLC | 0.52% | 635,777 | $6.0M |
| 5 | Tortoise Investment Management, LLC | 0.40% | 570,254 | $5.4M |
| 6 | Worthington Financial Partners, LLC | 0.19% | 24,730 | $233K |
| 7 | Hickory Point Bank & Trust | 0.15% | 26,500 | $250K |
| 8 | Schwarz Dygos Wheeler Investment Advisors LLC | 0.09% | 49,884 | $470K |
| 9 | Hennion & Walsh Asset Management, Inc. | 0.07% | 272,447 | $2.6M |
| 10 | Sightline Wealth Advisors, LLC | 0.05% | 14,842 | $140K |
| 11 | Ackerman Capital Advisors, LLC | 0.05% | 26,769 | $252K |
| 12 | Uhlmann Price Securities, LLC | 0.04% | 101,423 | $955K |
| 13 | Cerro Pacific Wealth Advisors LLC | 0.02% | 11,400 | $107K |
| 14 | Hilltop Holdings Inc. | 0.02% | 30,078 | $283K |
| 15 | Guggenheim Capital LLC | 0.02% | 292,061 | $2.8M |
| 16 | Barrett & Company, INC. | 0.02% | 6,000 | $57K |
| 17 | Dorsey & Whitney Trust CO LLC | 0.02% | 34,350 | $324K |
| 18 | NWF Advisory Services Inc. | 0.01% | 12,500 | $118K |
| 19 | Sax Wealth Advisors, LLC | 0.01% | 15,202 | $144K |
| 20 | Stephens Inc /Ar/ | 0.00% | 44,000 | $414K |
| 21 | IFP Advisors, Inc | 0.00% | 22,336 | $210K |
| 22 | Sigma Planning Corp | 0.00% | 10,926 | $103K |
| 23 | Horizon Kinetics Asset Management LLC | 0.00% | 21,500 | $203K |
| 24 | Jones Financial Companies Lllp | 0.00% | 460,466 | $4.3M |
| 25 | Stratos Wealth Partners, LTD. | 0.00% | 15,200 | $143K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|