Institutional Holders (2026 Q1)
119 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ALLW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Pinnacle Wealth Management, LLC | 9.00% | 463,091 | $13.4M |
| 2 | Catalyst Private Wealth, LLC | 8.95% | 572,811 | $16.5M |
| 3 | Alpha Financial Partners LLC | 3.59% | 210,449 | $6.1M |
| 4 | Marshall Financial Group, LLC | 1.99% | 431,569 | $12.5M |
| 5 | Hobbs Group Advisors, LLC | 1.91% | 221,239 | $6.4M |
| 6 | Catalyst Investment Management LLC | 1.85% | 55,492 | $1.7M |
| 7 | Corrado Advisors, LLC | 1.80% | 119,800 | $3.5M |
| 8 | Astoria Portfolio Advisors LLC. | 1.65% | 260,412 | $7.8M |
| 9 | Oregon Pacific Wealth Management, LLC | 1.50% | 49,743 | $1.4M |
| 10 | Family Manage LLC | 1.10% | 316,581 | $9.1M |
| 11 | Adventist Health System Sunbelt Healthcare Corp | 1.09% | 1,081,450 | $31.2M |
| 12 | O'ROURKE & COMPANY, Inc | 0.92% | 80,943 | $2.3M |
| 13 | SMART Wealth LLC | 0.92% | 108,398 | $3.1M |
| 14 | Clarity Retirement & Wealth, LLC | 0.86% | 37,027 | $1.1M |
| 15 | Fortis Group Advisors, LLC | 0.85% | 172,385 | $5.2M |
| 16 | Arrowroot Family Office, LLC | 0.75% | 75,056 | $2.1M |
| 17 | Lunt Capital Management, Inc. | 0.63% | 56,502 | $1.6M |
| 18 | OakTrust Wealth Advisors, LLC | 0.54% | 20,732 | $598K |
| 19 | International Private Wealth Advisors LLC | 0.50% | 28,339 | $818K |
| 20 | Flagship Harbor Advisors, LLC | 0.39% | 306,806 | $8.9M |
| 21 | AE Wealth Management LLC | 0.34% | 2,171,693 | $62.7M |
| 22 | Fermata Advisors, LLC | 0.33% | 51,450 | $1.5M |
| 23 | BNB Wealth Management, LLC | 0.33% | 17,655 | $509K |
| 24 | Weaver Consulting Group | 0.28% | 40,915 | $1.2M |
| 25 | Fearless Solutions, LLC dba Best Invest | 0.25% | 14,460 | $417K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|