Institutional Holders (2026 Q1)
34 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ECON. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 0.03% | 4,768,227 | $137.0M |
| 2 | LPL Financial LLC | 0.03% | 3,385,200 | $97.3M |
| 3 | Old Mission Capital LLC | 0.02% | 52,237 | $1.5M |
| 4 | Medallion Wealth Advisors, LLC | 0.01% | 1,313 | $29K |
| 5 | Private Trust Co NA | 0.00% | 537 | $15K |
| 6 | AlphaCore Capital LLC | 0.00% | 1,849 | $53K |
| 7 | CIBC Bancorp USA Inc. | 0.00% | 27,349 | $786K |
| 8 | Bank of America Corp /de/ | 0.00% | 451,944 | $13.0M |
| 9 | Morgan Stanley | 0.00% | 285,510 | $8.2M |
| 10 | Western Wealth Management, LLC | 0.00% | 466 | $13K |
| 11 | Rossby Financial, LCC | 0.00% | 41 | $1K |
| 12 | Spire Wealth Management | 0.00% | 227 | $7K |
| 13 | Crewe Advisors LLC | 0.00% | 80 | $2K |
| 14 | Royal Bank of Canada | 0.00% | 36,032 | $1.0M |
| 15 | Whittier Trust Co | 0.00% | 550 | $16K |
| 16 | Goldman Sachs Group Inc | 0.00% | 48,118 | $1.4M |
| 17 | Parallel Advisors, LLC | 0.00% | 300 | $9K |
| 18 | Citadel Advisors LLC | 0.00% | 26,474 | $761K |
| 19 | Jane Street Group, LLC | 0.00% | 14,923 | $429K |
| 20 | Osaic Holdings, INC. | 0.00% | 917 | $26K |
| 21 | UBS Group AG | 0.00% | 7,777 | $224K |
| 22 | Susquehanna International Group, LLP | 0.00% | 9,394 | $270K |
| 23 | Farther Finance Advisors, LLC | 0.00% | 96 | $3K |
| 24 | Harbour Investments, INC. | 0.00% | 51 | $1K |
| 25 | Fifth Third Bancorp | 0.00% | 383 | $11K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|