Institutional Holders (2026 Q1)
112 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SNPE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Alaska Wealth Advisors, LLC | 1.14% | 159,889 | $9.5M |
| 2 | Warner Group LLC | 0.80% | 20,475 | $1.2M |
| 3 | PALLADIEM, LLC | 0.53% | 9,326 | $555K |
| 4 | Balance Wealth, LLC | 0.33% | 17,657 | $1.1M |
| 5 | SHEETS SMITH WEALTH MANAGEMENT | 0.31% | 46,703 | $2.8M |
| 6 | Weinberger Asset Management, Inc | 0.28% | 12,610 | $751K |
| 7 | RF&L WEALTH MANAGEMENT, LLC | 0.21% | 4,697 | $280K |
| 8 | Mason & Associates Inc | 0.17% | 14,927 | $864K |
| 9 | Heirloom Wealth Management | 0.16% | 15,077 | $898K |
| 10 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 0.12% | 28,192 | $1.7M |
| 11 | WEST BANCORPORATION INC | 0.12% | 4,035 | $240K |
| 12 | ABOUND FINANCIAL, LLC | 0.12% | 4,497 | $268K |
| 13 | Corundum Group, Inc. | 0.12% | 5,799 | $345K |
| 14 | Grey Ledge Advisors, LLC | 0.10% | 7,308 | $435K |
| 15 | MJT & Associates Financial Advisory Group, Inc. | 0.09% | 1,974 | $118K |
| 16 | Goldstein Advisors, LLC | 0.07% | 11,145 | $664K |
| 17 | Dynamic Advisor Solutions LLC | 0.07% | 38,306 | $2.3M |
| 18 | Avior Wealth Management, LLC | 0.05% | 31,859 | $1.9M |
| 19 | PRIVATE TRUST CO NA | 0.05% | 9,863 | $587K |
| 20 | LJI Wealth Management, LLC | 0.05% | 4,810 | $286K |
| 21 | Urban Financial Advisory Corp | 0.04% | 1,708 | $102K |
| 22 | Fragasso Financial Advisors Inc | 0.03% | 9,163 | $554K |
| 23 | Financial Gravity Asset Management, Inc. | 0.03% | 3,117 | $186K |
| 24 | Stratos Wealth Partners, LTD. | 0.03% | 40,732 | $2.4M |
| 25 | FIFTH THIRD BANCORP | 0.03% | 243,323 | $14.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|