Institutional Holders (2026 Q1)
41 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GINN. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Highland Financial Advisors, LLC | 4.51% | 250,282 | $17.1M |
| 2 | Summa Corp. | 1.00% | 35,533 | $2.4M |
| 3 | Hughes Financial Services, LLC | 0.44% | 42,269 | $2.9M |
| 4 | New England Private Wealth Advisors LLC | 0.10% | 12,559 | $858K |
| 5 | Traphagen Investment Advisors LLC | 0.09% | 15,640 | $1.1M |
| 6 | Herold Advisors, Inc. | 0.06% | 4,306 | $294K |
| 7 | Berger Financial Group, Inc | 0.04% | 9,159 | $626K |
| 8 | Gladstone Institutional Advisory LLC | 0.03% | 12,346 | $843K |
| 9 | Crestwood Advisors Group, LLC | 0.03% | 22,613 | $1.5M |
| 10 | Stephens Inc /Ar/ | 0.01% | 16,246 | $1.1M |
| 11 | Goldman Sachs Group Inc | 0.01% | 1,237,565 | $84.5M |
| 12 | Rockefeller Capital Management L.P. | 0.01% | 66,555 | $4.5M |
| 13 | Cerity Partners LLC | 0.01% | 76,348 | $5.2M |
| 14 | Farther Finance Advisors, LLC | 0.00% | 6,974 | $481K |
| 15 | American National Bank & Trust | 0.00% | 612 | $42K |
| 16 | Cassaday & Co Wealth Management LLC | 0.00% | 1,854 | $127K |
| 17 | HighTower Advisors, LLC | 0.00% | 18,295 | $1.2M |
| 18 | MAI Capital Management | 0.00% | 2,904 | $198K |
| 19 | Private Advisor Group, LLC | 0.00% | 3,209 | $219K |
| 20 | Northwestern Mutual Wealth Management Co | 0.00% | 20,158 | $1.4M |
| 21 | SBI Securities Co., Ltd. | 0.00% | 437 | $30K |
| 22 | Ashton Thomas Private Wealth, LLC | 0.00% | 433 | $30K |
| 23 | Cetera Investment Advisers | 0.00% | 7,777 | $531K |
| 24 | Citadel Advisors LLC | 0.00% | 41,992 | $2.9M |
| 25 | Cwm, LLC | 0.00% | 1,936 | $132K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|