Institutional Holders (2026 Q1)
26 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CIF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | PIN OAK INVESTMENT ADVISORS INC | 0.20% | 171,400 | — |
| 2 | SIT INVESTMENT ASSOCIATES INC | 0.05% | 1,597,150 | $3K |
| 3 | Almitas Capital LLC | 0.05% | 127,491 | $207K |
| 4 | RHODES INVESTMENT ADVISORS INC /ADV | 0.03% | 25,000 | $42K |
| 5 | Collaborative Wealth Managment Inc. | 0.02% | 28,473 | $46K |
| 6 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 0.02% | 101,665 | $165K |
| 7 | EverSource Wealth Advisors, LLC | 0.01% | 54,843 | $378K |
| 8 | Kovack Advisors, Inc. | 0.00% | 20,073 | $33K |
| 9 | MGO ONE SEVEN LLC | 0.00% | 41,000 | $66K |
| 10 | XTX Topco Ltd | 0.00% | 11,235 | $18K |
| 11 | Cambridge Investment Research Advisors, Inc. | 0.00% | 29,964 | — |
| 12 | OSAIC HOLDINGS, INC. | 0.00% | 51,535 | $83K |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 0.00% | 3,321 | $5K |
| 14 | Allworth Financial LP | 0.00% | 6,780 | $11K |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 0.00% | 20,000 | $32K |
| 16 | Creative Planning | 0.00% | 10,011 | $16K |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00% | 58,764 | $95K |
| 18 | LPL Financial LLC | 0.00% | 20,665 | $33K |
| 19 | CWM, LLC | 0.00% | 1,337 | $2K |
| 20 | WELLS FARGO & COMPANY/MN | 0.00% | 13,303 | $22K |
| 21 | CITADEL ADVISORS LLC | 0.00% | 13,043 | $21K |
| 22 | FIFTH THIRD BANCORP | 0.00% | 1,000 | $2K |
| 23 | MORGAN STANLEY | 0.00% | 13,362 | $22K |
| 24 | UBS Group AG | 0.00% | 1,913 | $3K |
| 25 | CITIGROUP INC | 0.00% | 6 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|