Institutional Holders (2026 Q3)
69 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IFN. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | City of London Investment Management Co Ltd | 1.39% | 1,923,094 | $20.5M |
| 2 | Advocate Investing Services LLC | 0.62% | 74,423 | $792K |
| 3 | Decision Investments, Inc | 0.16% | 16,760 | $178K |
| 4 | Succession Financial, INC. | 0.11% | 10,654 | $113K |
| 5 | Integrity Wealth Advisors, INC. | 0.06% | 10,128 | $108K |
| 6 | Schnieders Capital Management, LLC. | 0.04% | 25,674 | $273K |
| 7 | one8zero8, LLC | 0.03% | 15,506 | $165K |
| 8 | Pettinga Financial Advisors LLC | 0.03% | 16,650 | $177K |
| 9 | Wolverine Asset Management LLC | 0.03% | 351,837 | $3.7M |
| 10 | Cooper Financial Group | 0.01% | 13,370 | $142K |
| 11 | Strs Ohio | 0.01% | 240,000 | $2.6M |
| 12 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | 16,297 | $173K |
| 13 | Levin Capital Strategies, L.P. | 0.01% | 10,000 | $106K |
| 14 | Robertson Stephens Wealth Management, LLC | 0.01% | 27,000 | $287K |
| 15 | Cetera Investment Advisers | 0.01% | 652,077 | $6.9M |
| 16 | Nwam LLC | 0.01% | 11,287 | $120K |
| 17 | Csenge Advisory Group | 0.00% | 11,543 | $123K |
| 18 | Noble Wealth Management PBC | 0.00% | 750 | $8K |
| 19 | Steward Partners Investment Advisory, LLC | 0.00% | 31,165 | $332K |
| 20 | Commonwealth Equity Services, LLC | 0.00% | 109,225 | $1.2M |
| 21 | EP Wealth Advisors, LLC | 0.00% | 31,605 | $336K |
| 22 | Raymond James Financial Inc | 0.00% | 401,744 | $4.3M |
| 23 | Private Trust Co NA | 0.00% | 1,340 | $14K |
| 24 | Calamos Advisors LLC | 0.00% | 31,253 | $333K |
| 25 | Morgan Stanley | 0.00% | 1,259,274 | $13.4M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|