Institutional Holders (2026 Q1)
49 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FEBW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | American Asset Management INC. | 4.43% | 152,324 | $5.1M |
| 2 | Forty-three Eighteen Advisors, LLC | 0.67% | 26,417 | $884K |
| 3 | Clear Point Advisors Inc. | 0.57% | 22,009 | $737K |
| 4 | Jim Saulnier & Associates, LLC | 0.57% | 34,983 | $1.2M |
| 5 | Stonebridge Financial Group, LLC / MO | 0.38% | 13,571 | $454K |
| 6 | Joseph P. Lucia & Associates, LLC | 0.30% | 24,670 | $826K |
| 7 | Access Financial Services, INC. | 0.25% | 20,980 | $702K |
| 8 | Luminist Capital LLC | 0.22% | 4,904 | $164K |
| 9 | Westshore Wealth, LLC | 0.18% | 15,547 | $521K |
| 10 | Srh Advisors, LLC | 0.14% | 14,500 | $485K |
| 11 | Spire Wealth Management | 0.10% | 85,246 | $2.9M |
| 12 | Tyche Wealth Partners LLC | 0.07% | 13,775 | $461K |
| 13 | Fortis Capital Management LLC | 0.07% | 19,182 | $642K |
| 14 | Atlantic Private Wealth, LLC | 0.07% | 3,000 | $100K |
| 15 | Allianz Se | 0.06% | 156,481 | $5.2M |
| 16 | Castle Rock Wealth Management, LLC | 0.06% | 7,761 | $261K |
| 17 | First Heartland Consultants, Inc. | 0.06% | 21,597 | $723K |
| 18 | Focus Financial Network, Inc. | 0.04% | 36,575 | $1.2M |
| 19 | Secure Asset Management, LLC | 0.04% | 8,001 | $268K |
| 20 | Modern Wealth Management, LLC | 0.04% | 73,044 | $2.5M |
| 21 | Kestra Advisory Services, LLC | 0.04% | 300,238 | $10.1M |
| 22 | World Investment Advisors | 0.03% | 60,210 | $2.0M |
| 23 | Harbour Investments, INC. | 0.03% | 61,995 | $2.1M |
| 24 | Independent Financial Group, LLC | 0.02% | 18,479 | $619K |
| 25 | Osaic Holdings, INC. | 0.02% | 350,191 | $11.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|