Institutional Holders (2026 Q1)
0 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMLIF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Presidio Capital Management, LLC | 0.00% | 18,944 | $7K |
| 2 | Wheelhouse Advisory Group LLC | 0.00% | 10,596 | $4K |
| 3 | Stonehage Fleming Financial Services Holdings Ltd | 0.00% | 161,000 | $62K |
| 4 | Consolidated Portfolio Review Corp | 0.00% | 16,551 | $6K |
| 5 | RICHARDS, MERRILL & PETERSON, INC. | 0.00% | 1,957 | — |
| 6 | FLOW TRADERS U.S. LLC | 0.00% | 18,983 | $7K |
| 7 | Kozak & Associates, Inc. | 0.00% | 990 | — |
| 8 | FIRST FINANCIAL CORP /IN/ | 0.00% | 500 | — |
| 9 | TD Waterhouse Canada Inc. | 0.00% | 9,967 | $4K |
| 10 | OSAIC HOLDINGS, INC. | 0.00% | 13,951 | $8K |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00% | 11,019 | $6K |
| 12 | Steward Partners Investment Advisory, LLC | 0.00% | 600 | — |
| 13 | RAYMOND JAMES FINANCIAL INC | 0.00% | 10,118 | $4K |
| 14 | JONES FINANCIAL COMPANIES LLLP | 0.00% | 2,220 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|