Institutional Holders (2026 Q1)
108 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BOE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Avory & Company, LLC | 0.66% | 46,196 | $506K |
| 2 | Stolper Co | 0.24% | 70,957 | — |
| 3 | Centurion Wealth Management LLC | 0.21% | 86,542 | $949K |
| 4 | PMG Family Office LLC | 0.17% | 13,789 | $151K |
| 5 | DECISION INVESTMENTS, INC | 0.17% | 13,350 | $146K |
| 6 | ACCREDITED INVESTOR SERVICES, LLC | 0.13% | 18,683 | $205K |
| 7 | Illumine Investment Management, LLC | 0.11% | 12,974 | $142K |
| 8 | Abel Hall, LLC | 0.08% | 33,000 | $362K |
| 9 | Ballast Rock Private Wealth LLC | 0.07% | 12,346 | $135K |
| 10 | EVOLVE PRIVATE WEALTH, LLC | 0.06% | 102,266 | $1.1M |
| 11 | SAX WEALTH ADVISORS, LLC | 0.05% | 85,274 | $999K |
| 12 | NBC SECURITIES, INC. | 0.05% | 58,286 | $639K |
| 13 | NWF Advisory Services Inc. | 0.04% | 31,360 | $344K |
| 14 | WPG Advisers, LLC | 0.03% | 3,699 | $41K |
| 15 | WOLVERINE ASSET MANAGEMENT LLC | 0.03% | 269,144 | $2.9M |
| 16 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.02% | 39,430 | $432K |
| 17 | UHLMANN PRICE SECURITIES, LLC | 0.02% | 27,358 | $300K |
| 18 | SPIREPOINT PRIVATE CLIENT, LLC | 0.01% | 11,156 | $122K |
| 19 | PARK AVENUE SECURITIES LLC | 0.01% | 133,257 | $1K |
| 20 | WEBSTER BANK, N. A. | 0.01% | 6,000 | $66K |
| 21 | Private Advisor Group, LLC | 0.01% | 120,609 | $1.3M |
| 22 | CENTRAL TRUST Co | 0.01% | 27,000 | $296K |
| 23 | Pinnacle Bancorp, Inc. | 0.00% | 1,500 | $16K |
| 24 | WEDBUSH SECURITIES INC | 0.00% | 12,742 | — |
| 25 | Blue Trust, Inc. | 0.00% | 32,190 | $353K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|