Institutional Holders (2026 Q1)
38 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NPV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Northwest Financial Advisors | 1.06% | 48,417 | $549K |
| 2 | Realta Investment Advisors | 0.20% | 51,669 | $585K |
| 3 | D'Orazio & Associates, Inc. | 0.05% | 32,119 | $364K |
| 4 | Canal Capital Management, LLC | 0.04% | 27,039 | $306K |
| 5 | Burke & Herbert Bank & Trust Co | 0.03% | 10,400 | $118K |
| 6 | DAVENPORT & Co LLC | 0.02% | 311,404 | $3.5M |
| 7 | Cornerstone Advisory, LLC | 0.02% | 15,390 | $174K |
| 8 | Summit Financial, LLC | 0.02% | 105,471 | $1.2M |
| 9 | Cary Street Partners Financial LLC | 0.01% | 44,961 | $509K |
| 10 | Morse Asset Management, Inc | 0.01% | 3,300 | $37K |
| 11 | Wealthcare Advisory Partners LLC | 0.01% | 29,713 | $337K |
| 12 | Spire Wealth Management | 0.00% | 12,007 | $136K |
| 13 | Harbor Investment Advisory, LLC | 0.00% | 3,413 | $39K |
| 14 | Atlantic Union Bankshares Corp | 0.00% | 11,300 | $128K |
| 15 | Truist Financial Corp | 0.00% | 135,750 | $1.5M |
| 16 | Private Advisor Group, LLC | 0.00% | 33,681 | $382K |
| 17 | D.A. Davidson & CO. | 0.00% | 19,089 | $216K |
| 18 | Steward Partners Investment Advisory, LLC | 0.00% | 22,242 | $252K |
| 19 | Highline Wealth Partners LLC | 0.00% | 425 | $5K |
| 20 | Stifel Financial Corp | 0.00% | 102,145 | $1.2M |
| 21 | Envestnet Asset Management Inc | 0.00% | 124,950 | $1.4M |
| 22 | Wells Fargo & Company/Mn | 0.00% | 170,625 | $1.9M |
| 23 | Geneos Wealth Management Inc. | 0.00% | 1,000 | $11K |
| 24 | Raymond James Financial Inc | 0.00% | 69,894 | $792K |
| 25 | Commonwealth Equity Services, LLC | 0.00% | 14,992 | $170K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|