Institutional Holders (2026 Q1)
32 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HEDG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | ENZI WEALTH | 5.47% | 543,699 | $15.8M |
| 2 | Platform Technology Partners | 1.56% | 279,617 | $8.1M |
| 3 | Darwin Wealth Management, LLC | 1.56% | 172,319 | $5.0M |
| 4 | Murphy, Middleton, Hinkle & Parker, Inc. | 1.25% | 92,945 | $2.7M |
| 5 | JOURNEY STRATEGIC WEALTH LLC | 0.65% | 901,723 | $26.1M |
| 6 | CHAPIN DAVIS, INC. | 0.61% | 93,850 | $2.7M |
| 7 | ELEVATION POINT WEALTH PARTNERS, LLC | 0.31% | 463,686 | $13.4M |
| 8 | Magnus Financial Group LLC | 0.17% | 70,450 | $2.0M |
| 9 | HighTower Advisors, LLC | 0.08% | 2,675,355 | $77.5M |
| 10 | Vise Technologies, Inc. | 0.05% | 93,824 | $2.8M |
| 11 | OPPENHEIMER & CO INC | 0.02% | 59,968 | $1.7M |
| 12 | Atria Investments, Inc | 0.01% | 44,724 | $1.3M |
| 13 | UBS Group AG | 0.01% | 1,552,728 | $45.0M |
| 14 | Robertson Stephens Wealth Management, LLC | 0.01% | 7,205 | $209K |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 498,471 | $14.4M |
| 16 | Janney Montgomery Scott LLC | 0.00% | 46,179 | $1K |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 60,229 | $1.7M |
| 18 | CALDWELL SUTTER CAPITAL, INC. | 0.00% | 200 | $6K |
| 19 | FIFTH THIRD BANCORP | 0.00% | 5,355 | $155K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|