Institutional Holders (2026 Q2)
109 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NWFL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1.20% | 170,000 | $5.5M |
| 2 | Minerva Advisors LLC | 0.58% | 28,580 | $919K |
| 3 | Raffles Associates LP | 0.32% | 10,949 | $352K |
| 4 | Cornerstone Wealth Group, LLC | 0.32% | 166,585 | $5.4M |
| 5 | Eagle Wealth Strategies LLC | 0.29% | 23,528 | $756K |
| 6 | Alliance Wealth Advisors, LLC | 0.15% | 14,364 | $462K |
| 7 | Stonebridge Financial Group, LLC | 0.14% | 57,261 | $1.8M |
| 8 | John G Ullman & Associates Inc | 0.06% | 14,600 | $469K |
| 9 | Peoples Financial Services CORP. | 0.05% | 3,555 | $114K |
| 10 | De Lisle Partners LLP | 0.03% | 8,908 | $286K |
| 11 | Martingale Asset Management L P | 0.02% | 30,494 | $980K |
| 12 | Segall Bryant & Hamill, LLC | 0.02% | 59,624 | $1.9M |
| 13 | Community Bank, N.A. | 0.02% | 5,497 | $177K |
| 14 | Gateway Wealth Partners, LLC | 0.02% | 8,811 | $283K |
| 15 | Bailard, INC. | 0.01% | 22,724 | $731K |
| 16 | Bridgeway Capital Management, LLC | 0.01% | 10,276 | $330K |
| 17 | Bangor Savings Bank | 0.01% | 2,245 | $72K |
| 18 | Quadrature Capital Ltd | 0.01% | 19,142 | $615K |
| 19 | Manufacturers Life Insurance Company, the | 0.00% | 174,278 | $5.6M |
| 20 | Nbt Bank, N.A. | 0.00% | 2,011 | $65K |
| 21 | Los Angeles Capital Management LLC | 0.00% | 33,893 | $1.1M |
| 22 | Signature Estate & Investment Advisors LLC | 0.00% | 6,741 | $217K |
| 23 | XTX Topco Ltd | 0.00% | 8,618 | $277K |
| 24 | Wellington Management Group LLP | 0.00% | 567,505 | $18.2M |
| 25 | Triumph Capital Management | 0.00% | 500 | $16K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|