Institutional Holders (2026 Q1)
101 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FEMB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Park Square Financial Group, LLC | 1.55% | 7,123 | $205K |
| 2 | Marshall Financial Group, LLC | 1.44% | 312,185 | $9.0M |
| 3 | Endowment Wealth Management, Inc. | 1.00% | 78,913 | $2.3M |
| 4 | Iams Wealth Management, LLC | 0.80% | 79,583 | $2.3M |
| 5 | Cottonwood Capital Advisors, LLC | 0.58% | 28,416 | $817K |
| 6 | Elequin Capital, LP | 0.56% | 153,638 | $6.7M |
| 7 | Csenge Advisory Group | 0.52% | 392,454 | $11.3M |
| 8 | Rareview Capital LLC | 0.45% | 26,688 | $771K |
| 9 | Rubicon Advisors, GP | 0.26% | 10,326 | $297K |
| 10 | BAM Wealth Management, LLC | 0.24% | 11,370 | $327K |
| 11 | Wagner Wealth Management, Corp | 0.22% | 8,549 | $246K |
| 12 | Milestones Private Investment Advisors LLC | 0.20% | 8,011 | $230K |
| 13 | Walkner Condon Financial Advisors LLC | 0.18% | 47,453 | $1.4M |
| 14 | Dunhill Financial, LLC | 0.15% | 21,794 | $626K |
| 15 | InTrack Investment Management Inc | 0.12% | 7,333 | $211K |
| 16 | Realta Investment Advisors | 0.11% | 10,818 | $311K |
| 17 | Redhawk Wealth Advisors, Inc. | 0.11% | 33,323 | $958K |
| 18 | Hbw Advisory Services LLC | 0.09% | 30,877 | $887K |
| 19 | Concurrent Investment Advisors, LLC | 0.08% | 271,554 | $7.8M |
| 20 | NewEdge Advisors, LLC | 0.08% | 28,949 | $1.7M |
| 21 | Balefire, LLC | 0.07% | 13,691 | $393K |
| 22 | Independent Advisor Alliance | 0.07% | 229,001 | $6.6M |
| 23 | Wagner Wealth Management, LLC | 0.07% | 11,716 | $337K |
| 24 | KKM Financial LLC | 0.06% | 11,656 | $347K |
| 25 | Avior Wealth Management, LLC | 0.06% | 71,216 | $2.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|