Institutional Holders (2026 Q1)
107 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FVR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | First Dallas Securities Inc. | 0.55% | 95,950 | $1.5M |
| 2 | Samalin Investment Counsel, LLC | 0.32% | 57,966 | $897K |
| 3 | Meixler Investment Management, Ltd. | 0.29% | 34,937 | $543K |
| 4 | Chilton Capital Management LLC | 0.23% | 415,025 | $6.5M |
| 5 | Zimmer Partners, LP | 0.16% | 424,233 | $6.6M |
| 6 | Safe Harbor Family Capital, LLC | 0.14% | 11,653 | $180K |
| 7 | Hodges Capital Management Inc. | 0.12% | 92,160 | $1.4M |
| 8 | TSA Wealth Managment LLC | 0.06% | 12,020 | $186K |
| 9 | Clear Harbor Asset Management, LLC | 0.04% | 39,330 | $608K |
| 10 | Prudential Financial Inc | 0.03% | 1,680,974 | $26.0M |
| 11 | Sfmg, LLC | 0.02% | 17,200 | $266K |
| 12 | Corient Private Wealth LLC | 0.02% | 700,801 | $10.8M |
| 13 | First Eagle Investment Management, LLC | 0.01% | 577,126 | $8.9M |
| 14 | OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | 27,585 | $427K |
| 15 | Pinnacle Wealth Planning Services, Inc. | 0.01% | 6,823 | $106K |
| 16 | Centersquare Investment Management LLC | 0.01% | 63,830 | $987K |
| 17 | Wedmont Private Capital | 0.01% | 13,414 | $218K |
| 18 | Susquehanna Portfolio Strategies, LLC | 0.01% | 30,206 | $467K |
| 19 | Los Angeles Capital Management LLC | 0.01% | 113,627 | $1.8M |
| 20 | Daiwa Securities Group Inc. | 0.01% | 152,224 | $2.4M |
| 21 | Exchange Traded Concepts, LLC | 0.01% | 55,803 | $863K |
| 22 | Essential Partners LLC | 0.00% | 774 | $12K |
| 23 | Fmr LLC | 0.00% | 3,346,931 | $51.8M |
| 24 | Cornerstone Financial Management LLC | 0.00% | 184 | $3K |
| 25 | Avalon Trust Co | 0.00% | 2,377 | $37K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|