Institutional Holders (2026 Q1)
97 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QDEC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sequent Planning LLC | 3.69% | 485,639 | $15.3M |
| 2 | FWG Investments, LLC. | 1.41% | 70,371 | $2.2M |
| 3 | SMART Wealth LLC | 1.13% | 122,965 | $3.9M |
| 4 | Purus Wealth Management, LLC | 0.63% | 62,616 | $2.0M |
| 5 | Faithward Advisors, LLC | 0.35% | 78,680 | $2.5M |
| 6 | First Heartland Consultants, Inc. | 0.33% | 138,475 | $4.4M |
| 7 | Outlook Wealth Advisors, LLC | 0.33% | 42,678 | $1.3M |
| 8 | UPTICK PARTNERS, LLC | 0.28% | 44,448 | $1.4M |
| 9 | DHJJ Financial Advisors, Ltd. | 0.27% | 25,983 | $817K |
| 10 | 1776 Wealth LLC | 0.27% | 21,540 | $678K |
| 11 | Maia Wealth LLC | 0.23% | 43,074 | $1.4M |
| 12 | Ignite Planners, LLC | 0.22% | 44,775 | $1.4M |
| 13 | Clear Creek Financial Management, LLC | 0.11% | 45,287 | $1.4M |
| 14 | Diligent Investors, LLC | 0.11% | 13,500 | $425K |
| 15 | Grant Street Asset Management, Inc. | 0.10% | 16,678 | $525K |
| 16 | NOVEM GROUP | 0.06% | 17,744 | $558K |
| 17 | OPPENHEIMER & CO INC | 0.06% | 152,633 | $4.8M |
| 18 | Redhawk Wealth Advisors, Inc. | 0.06% | 16,816 | $529K |
| 19 | STEPHENS INC /AR/ | 0.06% | 145,011 | $4.6M |
| 20 | Kestra Advisory Services, LLC | 0.05% | 391,166 | $12.3M |
| 21 | SILVER OAK SECURITIES, INCORPORATED | 0.04% | 18,560 | $584K |
| 22 | Lifeworks Advisors, LLC | 0.03% | 8,146 | $256K |
| 23 | NWF Advisory Services Inc. | 0.02% | 6,813 | $214K |
| 24 | IFP Advisors, Inc | 0.02% | 34,750 | $1.1M |
| 25 | Private Advisory Group LLC | 0.02% | 10,742 | $338K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|