Institutional Holders (2026 Q2)
564 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIRR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Comprehensive Wealth Management, LLC | 14.96% | 245,734 | $32.7M |
| 2 | Sage Private Wealth Group, LLC | 12.37% | 206,553 | $27.5M |
| 3 | Purewater Capital LLC | 7.80% | 81,151 | $10.8M |
| 4 | Redstone Wealth Management, LLC | 7.77% | 89,380 | $11.9M |
| 5 | Investors Portfolio Services LLC | 7.59% | 74,630 | $9.9M |
| 6 | Benson Wealth Management INC | 7.32% | 54,608 | $7.3M |
| 7 | Frederick Financial Consultants, LLC | 7.22% | 127,802 | $17.0M |
| 8 | Thryve Wealth Management LLC | 6.65% | 89,308 | $11.9M |
| 9 | Next Level Private LLC | 6.11% | 234,279 | $31.2M |
| 10 | WPG Advisers, LLC | 6.05% | 77,228 | $10.3M |
| 11 | Presidio Capital Management, LLC | 5.82% | 174,591 | $23.3M |
| 12 | Symphony Financial Services, Inc. | 5.55% | 92,672 | $12.3M |
| 13 | Southern Capital Services Inc /Adv | 5.25% | 70,214 | $9.4M |
| 14 | Wealth Watch Advisors, INC | 4.82% | 111,447 | $14.9M |
| 15 | Guided Capital Wealth Management, LLC | 4.79% | 61,417 | $8.2M |
| 16 | Ptm Wealth Management, LLC | 4.50% | 82,567 | $10.0M |
| 17 | Perissos Private Wealth Management, LLC | 4.46% | 49,654 | $6.6M |
| 18 | Savior LLC | 4.39% | 11,493 | $1.5M |
| 19 | Gaddis Premier Wealth Advisors LLC | 4.25% | 52,460 | $7.0M |
| 20 | Fischer Investment Strategies, LLC | 4.20% | 66,045 | $8.8M |
| 21 | Parcion Private Wealth LLC | 3.70% | 499,778 | $66.6M |
| 22 | Concorde Asset Management, LLC | 3.66% | 47,451 | $6.3M |
| 23 | TradeWell Securities, LLC. | 3.64% | 76,538 | $10.2M |
| 24 | Puff Wealth Management, LLC | 3.60% | 26,506 | $3.5M |
| 25 | Cooper Investors Pty Ltd | 3.32% | 54,269 | $7.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|