Institutional Holders (2026 Q1)
51 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ADME. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | 6th Street Advisors, LLC | 6.69% | 214,989 | $10.6M |
| 2 | Second Line Capital, LLC | 4.47% | 437,300 | $23.6M |
| 3 | Lord & Richards Wealth Management, LLC | 3.11% | 71,648 | $3.5M |
| 4 | Park Place Capital Corp | 2.91% | 293,423 | $14.5M |
| 5 | Strong Retirement Solutions LLC | 2.70% | 77,935 | $3.9M |
| 6 | MBE Wealth Management, LLC | 1.87% | 91,019 | $4.5M |
| 7 | Renasant Bank | 1.56% | 44,529 | $2.2M |
| 8 | Bienville Capital Management, LLC | 1.45% | 161,387 | $8.0M |
| 9 | Guardian Wealth Advisors, LLC / Nc | 1.29% | 414,364 | $20.5M |
| 10 | Cushing Capital Partners, LLC | 1.28% | 33,800 | $1.7M |
| 11 | Maripau Wealth Management LLC | 1.17% | 53,799 | $2.7M |
| 12 | Aptus Capital Advisors, LLC | 1.06% | 2,734,360 | $135.2M |
| 13 | Signal Advisors Wealth, LLC | 1.05% | 308,735 | $15.3M |
| 14 | Waterloo Capital, L.P. | 0.90% | 258,743 | $12.8M |
| 15 | One Plus One Wealth Management, LLC | 0.88% | 42,321 | $2.1M |
| 16 | Second Half Financial Partners, LLC | 0.55% | 24,748 | $1.2M |
| 17 | Silver Oak Securities, Incorporated | 0.36% | 100,030 | $4.9M |
| 18 | Brogan Financial, INC. | 0.27% | 12,561 | $621K |
| 19 | Town Capital LLC | 0.22% | 5,481 | $271K |
| 20 | United Advisor Group, LLC | 0.17% | 28,546 | $1.4M |
| 21 | Regal Investment Advisors LLC | 0.11% | 39,615 | $2.0M |
| 22 | Formidable Asset Management, LLC | 0.11% | 13,954 | $716K |
| 23 | Independent Advisor Alliance | 0.03% | 63,126 | $3.1M |
| 24 | Savvy Advisors, Inc. | 0.03% | 23,121 | $1.1M |
| 25 | Brookwood Investment Group LLC | 0.03% | 4,800 | $237K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|