Institutional Holders (2026 Q1)
315 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ANGL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Philadelphia Investment Partners, LLC | 8.47% | 433,748 | $12.5M |
| 2 | Pioneer Family Office, LLC | 8.38% | 454,099 | $13.0M |
| 3 | Shepherd Kaplan Krochuk, LLC | 6.85% | 283,797 | $8.2M |
| 4 | Emissary Wealth LLC | 6.59% | 244,897 | $7.0M |
| 5 | Triton Financial Group Inc | 5.82% | 114,978 | $3.3M |
| 6 | Graney & King, LLC | 4.35% | 280,762 | $8.1M |
| 7 | Melone Private Wealth, LLC | 4.23% | 360,610 | $10.4M |
| 8 | Eddie Patel Inc | 4.04% | 183,083 | $5.3M |
| 9 | Cypress Financial Planning LLC | 3.90% | 492,846 | $14.2M |
| 10 | Hershey Financial Advisers, LLC | 3.52% | 142,113 | $4.1M |
| 11 | Wrapmanager Inc | 2.73% | 273,636 | $7.9M |
| 12 | Echo45 Advisors LLC | 2.62% | 162,413 | $4.7M |
| 13 | Clear Investment Research, LLC | 2.47% | 54,871 | $1.6M |
| 14 | Sfam, LLC | 2.37% | 89,011 | $2.6M |
| 15 | Dougherty & Associates, LLC | 2.34% | 88,714 | $2.5M |
| 16 | Silvia Mccoll Wealth Management, LLC | 2.26% | 119,422 | $3.4M |
| 17 | Howard Financial Services, LTD. | 2.16% | 669,176 | $19.2M |
| 18 | Kensington Asset Management, LLC | 2.12% | 1,394,430 | $41.0M |
| 19 | Vavra Capital Management, LLC | 2.08% | 74,428 | $2.1M |
| 20 | Strategic Wealth Investment Group, LLC | 2.00% | 549,395 | $15.8M |
| 21 | American Financial Advisors, LLC | 1.89% | 493,740 | $14.2M |
| 22 | Storen Legacy Partners, LLC | 1.75% | 194,664 | $5.6M |
| 23 | Capital Investment Advisors, LLC | 1.75% | 3,805,592 | $109.3M |
| 24 | Piedmont Capital Management, LLC | 1.67% | 113,524 | $3.3M |
| 25 | Atlantic Edge Private Wealth Management, LLC | 1.67% | 236,084 | $6.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|