Institutional Holders (2026 Q1)
105 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRD/A. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Capital Management Corp /Va | 2.50% | 1,466,035 | $14.6M |
| 2 | Pullen Investment Management, LLC | 1.27% | 254,448 | $2.5M |
| 3 | First Wilshire Securities Management Inc | 0.78% | 347,595 | $3.5M |
| 4 | Mork Capital Management, LLC | 0.71% | 100,000 | $997K |
| 5 | Shayne & Jacobs, LLC | 0.37% | 121,018 | $1.2M |
| 6 | Seizert Capital Partners, LLC | 0.20% | 425,803 | $4.2M |
| 7 | North Star Investment Management Corp. | 0.15% | 248,000 | $2.5M |
| 8 | Pacific Ridge Capital Partners, LLC | 0.14% | 64,014 | $638K |
| 9 | Globeflex Capital L P | 0.10% | 67,899 | $677K |
| 10 | Kennedy Capital Management LLC | 0.10% | 454,688 | $4.5M |
| 11 | Royce & Associates LP | 0.05% | 464,824 | $4.6M |
| 12 | B&D White Capital Company, LLC | 0.03% | 21,848 | $218K |
| 13 | Indivisible Partners | 0.03% | 29,909 | $298K |
| 14 | Advyzon Investment Management, LLC | 0.03% | 28,181 | $281K |
| 15 | Truist Financial Corp | 0.02% | 1,623,485 | $16.2M |
| 16 | Legato Capital Management LLC | 0.02% | 19,221 | $192K |
| 17 | Ritholtz Wealth Management | 0.01% | 86,722 | $865K |
| 18 | Fortis Capital Advisors, LLC | 0.01% | 10,948 | $109K |
| 19 | Wealthcare Advisory Partners LLC | 0.01% | 57,516 | $573K |
| 20 | Renaissance Technologies LLC | 0.01% | 495,424 | $4.9M |
| 21 | O'shaughnessy Asset Management, LLC | 0.01% | 130,751 | $1.3M |
| 22 | Belpointe Asset Management LLC | 0.00% | 10,948 | $109K |
| 23 | Martingale Asset Management L P | 0.00% | 13,994 | $140K |
| 24 | Financial Freedom, LLC | 0.00% | 571 | $6K |
| 25 | HB Wealth Management, LLC | 0.00% | 41,452 | $413K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|