Institutional Holders (2026 Q1)
43 + 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 | 2.44% | 184,349 | $5.0M |
| 2 | Advisory Resource Group | 1.32% | 283,312 | $7.7M |
| 3 | Mission Financial Group, LLC | 0.92% | 36,532 | $991K |
| 4 | Kraematon Investment Advisors, Inc | 0.78% | 35,180 | $954K |
| 5 | TBH Global Asset Management, LLC | 0.57% | 104,223 | $2.8M |
| 6 | Wealth Effects LLC | 0.49% | 51,370 | $1.4M |
| 7 | Resolute Capital, LLC | 0.49% | 44,378 | $1.2M |
| 8 | Financially in Tune, LLC | 0.26% | 11,003 | $299K |
| 9 | Global Trust Asset Management, LLC | 0.22% | 21,221 | $576K |
| 10 | Hixon Zuercher, LLC | 0.14% | 17,050 | $463K |
| 11 | NFSG Corp | 0.09% | 20,534 | $557K |
| 12 | Bleakley Financial Group, LLC | 0.08% | 183,026 | $5.0M |
| 13 | Summit Wealth Partners, LLC | 0.07% | 17,345 | $471K |
| 14 | Concurrent Investment Advisors, LLC | 0.07% | 236,282 | $6.4M |
| 15 | Traynor Capital Management, Inc. | 0.05% | 31,575 | $833K |
| 16 | Kestra Private Wealth Services, LLC | 0.05% | 137,079 | $3.7M |
| 17 | Roxbury Financial LLC | 0.04% | 1,669 | $45K |
| 18 | Silver Oak Securities, Incorporated | 0.03% | 13,254 | $360K |
| 19 | Spire Wealth Management | 0.02% | 23,570 | $639K |
| 20 | Commonwealth Equity Services, LLC | 0.02% | 483,554 | $13.1M |
| 21 | J.W. Cole Advisors, INC. | 0.02% | 18,490 | $502K |
| 22 | Aptus Capital Advisors, LLC | 0.02% | 79,353 | $2.2M |
| 23 | PFG Investments, LLC | 0.02% | 12,300 | $334K |
| 24 | Savvy Advisors, Inc. | 0.01% | 19,921 | $540K |
| 25 | Parsons Capital Management Inc/Ri | 0.01% | 9,298 | $252K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|