Institutional Holders (2026 Q3)
53 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FYEE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sentinel Advisory Group, LLC | 2.60% | 214,373 | $6.4M |
| 2 | Advisory Resource Group | 1.10% | 257,080 | $7.6M |
| 3 | Mission Financial Group, LLC | 0.93% | 39,825 | $1.2M |
| 4 | Kraematon Investment Advisors, Inc | 0.84% | 37,753 | $1.1M |
| 5 | Resolute Capital, LLC | 0.57% | 57,845 | $1.7M |
| 6 | TBH Global Asset Management, LLC | 0.52% | 99,448 | $3.0M |
| 7 | Wealth Effects LLC | 0.43% | 53,637 | $1.6M |
| 8 | Global Trust Asset Management, LLC | 0.42% | 45,262 | $1.3M |
| 9 | San Luis Wealth Advisors LLC | 0.30% | 68,913 | $2.0M |
| 10 | Reicon Wealth Advisors, LLC | 0.22% | 13,662 | $406K |
| 11 | Financial Management Network Inc | 0.19% | 43,094 | $1.3M |
| 12 | Lighthouse Financial LLC | 0.17% | 12,758 | $379K |
| 13 | Hixon Zuercher, LLC | 0.12% | 13,709 | $407K |
| 14 | NFSG Corp | 0.09% | 26,719 | $793K |
| 15 | Traynor Capital Management, Inc. | 0.09% | 65,612 | $1.9M |
| 16 | Wellington-Altus USA INC. | 0.08% | 5,200 | $154K |
| 17 | Bleakley Financial Group, LLC | 0.07% | 200,712 | $6.0M |
| 18 | Silver Oak Securities, Incorporated | 0.06% | 29,709 | $856K |
| 19 | Kestra Private Wealth Services, LLC | 0.05% | 171,140 | $5.1M |
| 20 | Concurrent Investment Advisors, LLC | 0.05% | 260,801 | $7.7M |
| 21 | Commonwealth Equity Services, LLC | 0.04% | 1,116,522 | $33.1M |
| 22 | Roxbury Financial LLC | 0.04% | 1,834 | $54K |
| 23 | Diversify Wealth Management, LLC | 0.02% | 53,037 | $1.6M |
| 24 | Diversify Advisory Services, LLC | 0.02% | 53,037 | $1.6M |
| 25 | Spire Wealth Management | 0.02% | 23,791 | $706K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|