Institutional Holders (2026 Q2)
144 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FAPR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | BAM Wealth Management, LLC | 2.94% | 100,600 | $4.7M |
| 2 | Valtinson Bruner Financial Planning LLC | 1.72% | 146,856 | $6.9M |
| 3 | Tanglewood Legacy Advisors, LLC | 1.49% | 98,740 | $4.6M |
| 4 | New Wave Wealth Advisors LLC | 1.46% | 115,024 | $5.4M |
| 5 | REAP Financial Group, LLC | 1.36% | 170,547 | $8.0M |
| 6 | Integrity Financial Corp /WA | 1.19% | 53,167 | $2.5M |
| 7 | FWG Investments, LLC. | 0.85% | 34,469 | $1.6M |
| 8 | RiverTree Advisors, LLC | 0.84% | 30,275 | $1.4M |
| 9 | Oakmont Advisory Group, LLC | 0.71% | 18,189 | $850K |
| 10 | Midwest Financial Network, LLC | 0.52% | 16,269 | $760K |
| 11 | SMART Wealth LLC | 0.51% | 50,916 | $2.4M |
| 12 | Mission Financial Group, LLC | 0.47% | 11,997 | $561K |
| 13 | Barnes Wealth Management Group, Inc | 0.37% | 17,303 | $809K |
| 14 | MTM Investment Management, LLC | 0.35% | 26,395 | $1.2M |
| 15 | Keystone Wealth Services, LLC | 0.33% | 38,550 | $1.8M |
| 16 | TFB Advisors LLC | 0.30% | 14,655 | $685K |
| 17 | Blue Bell Private Wealth Management, LLC | 0.29% | 50,159 | $2.3M |
| 18 | Diligent Investors, LLC | 0.28% | 27,250 | $1.3M |
| 19 | Legacy Solutions, LLC | 0.27% | 7,232 | $338K |
| 20 | Financial Network Wealth Advisors LLC | 0.25% | 5,297 | $248K |
| 21 | Griffith & Werner, Inc. | 0.22% | 10,000 | $467K |
| 22 | Signal Advisors Wealth, LLC | 0.20% | 84,120 | $3.9M |
| 23 | Grantvest Financial Group LLC | 0.19% | 6,985 | $326K |
| 24 | Sequent Planning LLC | 0.17% | 16,900 | $790K |
| 25 | DHJJ Financial Advisors, Ltd. | 0.15% | 11,008 | $515K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|