Institutional Holders (2026 Q1)
71 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STK. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | PMG Family Office LLC | 3.25% | 76,670 | $2.9M |
| 2 | Shaker Financial Services, LLC | 1.33% | 100,908 | $3.8M |
| 3 | Advisory Advocates, LLC | 1.25% | 34,264 | $1.3M |
| 4 | Thomas J. Herzfeld Advisors, Inc. | 0.85% | 66,224 | $2.5M |
| 5 | David J Yvars Group | 0.39% | 18,583 | $705K |
| 6 | Compass Planning Associates Inc | 0.25% | 10,190 | $387K |
| 7 | Alteri Wealth LLC | 0.22% | 18,010 | $683K |
| 8 | Karpus Management, Inc. | 0.22% | 186,368 | $7.1M |
| 9 | Aviance Capital Partners, LLC | 0.20% | 44,424 | $1.7M |
| 10 | LAUREL OAK WEALTH MANAGEMENT, LLC | 0.14% | 21,649 | $821K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.08% | 29,254 | $1.1M |
| 12 | LVZ, Inc. | 0.06% | 13,890 | $527K |
| 13 | Janney Montgomery Scott LLC | 0.03% | 306,516 | $12K |
| 14 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 0.03% | 7,247 | $275K |
| 15 | Meridian Wealth Management, LLC | 0.02% | 17,747 | $673K |
| 16 | NBC SECURITIES, INC. | 0.02% | 6,654 | $252K |
| 17 | RHL GROUP, LLC | 0.02% | 575 | $22K |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 0.02% | 44,831 | $1.7M |
| 19 | Kingsview Wealth Management, LLC | 0.02% | 29,450 | $1.1M |
| 20 | World Investment Advisors | 0.01% | 23,466 | $890K |
| 21 | SteelPeak Wealth, LLC | 0.01% | 8,255 | $313K |
| 22 | Parallel Advisors, LLC | 0.01% | 12,905 | $490K |
| 23 | BENJAMIN EDWARDS INC | 0.01% | 17,315 | $657K |
| 24 | OPPENHEIMER & CO INC | 0.01% | 10,951 | $415K |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.00% | 9,396 | $356K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|