Institutional Holders (2026 Q2)
109 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PROP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | ELCO Management Co., LLC | 0.09% | 301,968 | $218K |
| 2 | Fore Capital, LLC | 0.07% | 315,000 | $227K |
| 3 | Sankala Group LLC | 0.05% | 120,000 | $72K |
| 4 | FOCUS Wealth Advisors, LLC | 0.05% | 140,000 | $101K |
| 5 | Bluefin Capital Management, LLC | 0.03% | 160,500 | $116K |
| 6 | Navigation Wealth Management, Inc. | 0.02% | 15,407 | $11K |
| 7 | Transcend Capital Advisors, LLC | 0.01% | 267,031 | $193K |
| 8 | Sound View Wealth Advisors Group, LLC | 0.01% | 172,850 | $125K |
| 9 | Arax Advisory Partners | 0.01% | 1,423,685 | $1.0M |
| 10 | Two Sigma Securities, LLC | 0.01% | 106,127 | $77K |
| 11 | Warberg Asset Management LLC | 0.01% | 48,500 | $35K |
| 12 | ACT Advisors, LLC. | 0.01% | 26,424 | $19K |
| 13 | Poinciana Advisors Group, LLC | 0.01% | 10,408 | $8K |
| 14 | Old Port Advisors | 0.00% | 28,035 | $20K |
| 15 | Retirement Planning Group, LLC | 0.00% | 113,961 | $82K |
| 16 | Traynor Capital Management, Inc. | 0.00% | 62,552 | $45K |
| 17 | Abel Hall, LLC | 0.00% | 15,558 | $11K |
| 18 | Patriot Financial Group Insurance Agency, LLC | 0.00% | 25,000 | $18K |
| 19 | Your Advocates Ltd., LLP | 0.00% | 7,000 | $5K |
| 20 | Chicago Partners Investment Group LLC | 0.00% | 79,513 | $64K |
| 21 | Lazard Asset Management LLC | 0.00% | 1,137,794 | $821K |
| 22 | Moss Adams Wealth Advisors LLC | 0.00% | 25,000 | $18K |
| 23 | Essential Partners LLC | 0.00% | 2,557 | $2K |
| 24 | Marex Group Ltd | 0.00% | 250,164 | $180K |
| 25 | Group One Trading LLC | 0.00% | 600,538 | $433K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|