Institutional Holders (2026 Q1)
124 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FIIG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Manchester Financial Inc | 4.25% | 1,068,062 | $22.2M |
| 2 | TCP Asset Management, LLC | 3.73% | 1,397,278 | $29.0M |
| 3 | Mach-1 Financial Group, LLC | 2.63% | 360,331 | $7.5M |
| 4 | Owen LaRue, LLC | 2.31% | 290,546 | $6.0M |
| 5 | Per Stirling Capital Management, LLC. | 2.02% | 880,325 | $18.3M |
| 6 | Pacific Excel Wealth Advisors, Inc. | 1.43% | 65,437 | $1.4M |
| 7 | Sequent Planning LLC | 0.88% | 175,186 | $3.6M |
| 8 | Fsb Premier Wealth Management, INC. | 0.72% | 111,209 | $2.3M |
| 9 | Twin Peaks Wealth Advisors, LLC | 0.69% | 132,222 | $2.7M |
| 10 | Rehmann Capital Advisory Group | 0.53% | 489,871 | $10.2M |
| 11 | Iams Wealth Management, LLC | 0.49% | 67,527 | $1.4M |
| 12 | Winebrenner Capital Management LLC | 0.48% | 36,307 | $753K |
| 13 | BAM Wealth Management, LLC | 0.47% | 30,453 | $632K |
| 14 | Omnitrust Wealth Management, Inc | 0.41% | 15,228 | $316K |
| 15 | Pinnacle Family Advisors, LLC | 0.30% | 30,532 | $634K |
| 16 | Csenge Advisory Group | 0.23% | 237,188 | $4.9M |
| 17 | Milestones Private Investment Advisors LLC | 0.21% | 11,568 | $240K |
| 18 | Stephens Inc /Ar/ | 0.20% | 761,660 | $15.8M |
| 19 | BlueChip Wealth Advisors LLC | 0.19% | 21,289 | $442K |
| 20 | Harvest Investment Services, LLC | 0.14% | 35,926 | $745K |
| 21 | Gateway Wealth Partners, LLC | 0.14% | 167,614 | $3.5M |
| 22 | Avior Wealth Management, LLC | 0.11% | 180,401 | $3.7M |
| 23 | Barrett & Company, INC. | 0.10% | 14,332 | $297K |
| 24 | Impact Partnership Wealth, LLC | 0.10% | 38,465 | $798K |
| 25 | Keystone Wealth Services, LLC | 0.09% | 21,000 | $436K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|