Institutional Holders (2026 Q2)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Connors Investor Services Inc | 0.75% | 63,604 | $8.6M |
| 2 | Providence Wealth Advisors, LLC | 0.42% | 5,130 | $715K |
| 3 | Pettee Investors, Inc. | 0.41% | 6,143 | $833K |
| 4 | 1620 Investment Advisors, INC. | 0.31% | 3,667 | $497K |
| 5 | One Capital Management, LLC | 0.31% | 241,007 | $11.0M |
| 6 | Crescent Sterling, Ltd. | 0.26% | 2,133 | $289K |
| 7 | NJ State Employees Deferred Compensation Plan | 0.18% | 20,394 | $1.6M |
| 8 | Mengis Capital Management, Inc. | 0.15% | 7,480 | $1.0M |
| 9 | Schulhoff & Co Inc | 0.15% | 2,797 | $379K |
| 10 | Parcion Private Wealth LLC | 0.08% | 10,514 | $1.4M |
| 11 | IFP Advisors, Inc | 0.08% | 91,719 | $4.3M |
| 12 | Rnc Capital Management LLC | 0.07% | 35,003 | $1.6M |
| 13 | Marietta Investment Partners LLC | 0.06% | 2,520 | $342K |
| 14 | King Luther Capital Management Corp | 0.05% | 90,557 | $12.3M |
| 15 | Asset Planning,Inc | 0.04% | 505 | $68K |
| 16 | First Nebraska Trust Co | 0.04% | 4,429 | $235K |
| 17 | Y-Intercept (Hong Kong) Ltd | 0.04% | 15,831 | $2.1M |
| 18 | Marco Investment Management LLC | 0.04% | 4,245 | $576K |
| 19 | Gladwyn Financial Advisors, Inc. | 0.03% | 393 | $53K |
| 20 | Kelleher Financial Advisors | 0.03% | 1,659 | $225K |
| 21 | S-Bank Fund Management Ltd | 0.03% | 1,640 | $222K |
| 22 | Mizuho Securities USA LLC | 0.03% | 24,738 | $1.1M |
| 23 | OP Asset Management Ltd | 0.02% | 15,359 | $2.1M |
| 24 | Cohen Klingenstein LLC | 0.02% | 4,792 | $650K |
| 25 | Franklin Street Advisors Inc /Nc | 0.02% | 2,378 | $323K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|