Institutional Holders (2026 Q1)
47 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QMAG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | LexAurum Advisors, LLC | 0.56% | 187,148 | $4.3M |
| 2 | Frederick Financial Consultants, LLC | 0.51% | 43,919 | $1.0M |
| 3 | Maia Wealth LLC | 0.47% | 119,469 | $2.8M |
| 4 | Grantvest Financial Group LLC | 0.37% | 24,873 | $576K |
| 5 | Mission Financial Group, LLC | 0.31% | 14,362 | $333K |
| 6 | Sequent Planning LLC | 0.30% | 53,311 | $1.2M |
| 7 | Ignite Planners, LLC | 0.11% | 29,682 | $687K |
| 8 | Uptick Partners, LLC | 0.09% | 19,416 | $450K |
| 9 | Diligent Investors, LLC | 0.08% | 13,208 | $306K |
| 10 | Harvest Investment Services, LLC | 0.04% | 9,661 | $224K |
| 11 | Synergy Asset Management, LLC | 0.04% | 15,703 | $364K |
| 12 | DHJJ Financial Advisors, Ltd. | 0.03% | 4,285 | $99K |
| 13 | Sunbelt Securities, Inc. | 0.03% | 20,702 | $479K |
| 14 | Benson Wealth Management INC | 0.03% | 824 | $19K |
| 15 | Noble Wealth Management PBC | 0.02% | 2,050 | $47K |
| 16 | Topsail Wealth Management, LLC | 0.02% | 6,530 | $151K |
| 17 | Old Mission Capital LLC | 0.01% | 37,360 | $865K |
| 18 | Kestra Advisory Services, LLC | 0.01% | 139,067 | $3.2M |
| 19 | Signature Equity Partners, LLC | 0.01% | 750 | $17K |
| 20 | Integrity Alliance, LLC. | 0.01% | 9,982 | $231K |
| 21 | Independent Financial Group, LLC | 0.01% | 9,679 | $224K |
| 22 | Apollon Wealth Management, LLC | 0.01% | 16,494 | $382K |
| 23 | Savvy Advisors, Inc. | 0.01% | 9,227 | $214K |
| 24 | Centaurus Financial, INC. | 0.01% | 4,666 | $108K |
| 25 | Great Valley Advisor Group, INC. | 0.00% | 9,535 | $221K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|