Institutional Holders (2026 Q2)
22 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in THIR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Prostatis Group LLC | 16.80% | 2,090,943 | $72.1M |
| 2 | CMC Financial Group | 9.49% | 141,917 | $4.9M |
| 3 | J Hagan Capital, INC. | 7.37% | 461,069 | $15.9M |
| 4 | Reyes Financial Architecture, Inc. | 4.34% | 224,703 | $7.8M |
| 5 | Capital Advisor Network LLC | 3.08% | 71,401 | $2.5M |
| 6 | Bucket List Wealth Management, LLC | 2.43% | 143,111 | $4.9M |
| 7 | MBL Wealth, LLC | 0.46% | 196,153 | $6.8M |
| 8 | Rps Advisory Solutions LLC | 0.24% | 10,630 | $367K |
| 9 | Partners Wealth Management, LLC | 0.20% | 5,938 | $205K |
| 10 | Advyzon Investment Management, LLC | 0.07% | 28,435 | $981K |
| 11 | Farther Finance Advisors, LLC | 0.07% | 257,030 | $8.9M |
| 12 | Ausdal Financial Partners, Inc. | 0.06% | 42,863 | $1.5M |
| 13 | Impact Partnership Wealth, LLC | 0.03% | 8,937 | $308K |
| 14 | Harbour Investments, INC. | 0.02% | 41,095 | $1.4M |
| 15 | Gts Securities LLC | 0.01% | 11,827 | $408K |
| 16 | Dogwood Wealth Management LLC | 0.01% | 465 | $16K |
| 17 | Zacks Investment Management | 0.00% | 8,141 | $281K |
| 18 | Mariner, LLC | 0.00% | 28,414 | $980K |
| 19 | Goldman Sachs Group Inc | 0.00% | 48,387 | $1.7M |
| 20 | Susquehanna International Group, LLP | 0.00% | 9,691 | $334K |
| 21 | Northwestern Mutual Wealth Management Co | 0.00% | 1,175 | $41K |
| 22 | Fmr LLC | 0.00% | 51 | $2K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|