Institutional Holders (2026 Q1)
43 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IHD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1.47% | 982,438 | $6.5M |
| 2 | Avory & Company, LLC | 0.82% | 94,848 | $632K |
| 3 | Waterfront Wealth Inc. | 0.59% | 485,865 | $3.2M |
| 4 | Navis Wealth Advisors, LLC | 0.25% | 74,404 | $496K |
| 5 | Saba Capital Management, L.P. | 0.24% | 1,305,586 | $8.7M |
| 6 | Decision Investments, Inc | 0.20% | 26,590 | $177K |
| 7 | 1607 Capital Partners, LLC | 0.10% | 207,969 | $1.4M |
| 8 | Comprehensive Money Management Services LLC | 0.06% | 14,250 | $95K |
| 9 | NWF Advisory Services Inc. | 0.03% | 38,000 | $253K |
| 10 | Shaker Financial Services, LLC | 0.03% | 12,038 | $80K |
| 11 | Uhlmann Price Securities, LLC | 0.02% | 35,744 | $238K |
| 12 | Arkadios Wealth Advisors | 0.01% | 133,618 | $890K |
| 13 | Allspring Global Investments Holdings, LLC | 0.01% | 1,101,262 | $7.3M |
| 14 | B. Riley Wealth Advisors, Inc. | 0.01% | 24,191 | $155K |
| 15 | Private Advisor Group, LLC | 0.01% | 312,161 | $2.1M |
| 16 | Twin Focus Capital Partners, LLC | 0.01% | 12,000 | $80K |
| 17 | Guggenheim Capital LLC | 0.01% | 172,541 | $1.1M |
| 18 | Moors & Cabot, Inc. | 0.01% | 23,325 | $155K |
| 19 | Kingsview Wealth Management, LLC | 0.00% | 54,080 | $360K |
| 20 | Blue Bell Private Wealth Management, LLC | 0.00% | 4,815 | $32K |
| 21 | &Partners | 0.00% | 129,179 | $860K |
| 22 | Cary Street Partners Financial LLC | 0.00% | 11,000 | $73K |
| 23 | Oakworth Capital, Inc. | 0.00% | 5,000 | $33K |
| 24 | Osaic Holdings, INC. | 0.00% | 151,068 | $1.0M |
| 25 | HB Wealth Management, LLC | 0.00% | 26,420 | $176K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|