Institutional Holders (2026 Q1)
54 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ILOW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Bbr Partners, LLC | 11.26% | 4,728,198 | $201.7M |
| 2 | Johnson Investment Counsel Inc | 1.78% | 5,150,773 | $219.7M |
| 3 | Prossimo Advisors, LLC | 1.47% | 5,684 | $242K |
| 4 | KPP Advisory Services LLC | 1.19% | 192,059 | $8.2M |
| 5 | New Republic Capital, LLC | 0.89% | 61,784 | $2.6M |
| 6 | Alterna Wealth Management, Inc | 0.64% | 19,941 | $851K |
| 7 | D L Carlson Investment Group Inc | 0.62% | 84,033 | $3.6M |
| 8 | Genesis Private Wealth, LLC | 0.42% | 31,094 | $1.3M |
| 9 | RFG - Bristol Wealth Advisors, LLC | 0.41% | 35,755 | $1.5M |
| 10 | Alliancebernstein L.P. | 0.33% | 24,056,619 | $1.02B |
| 11 | Tanglewood Legacy Advisors, LLC | 0.33% | 21,448 | $915K |
| 12 | Cornerstone Planning Group LLC | 0.26% | 42,922 | $1.9M |
| 13 | Next Level Private LLC | 0.22% | 22,737 | $970K |
| 14 | Legacy Bridge, LLC | 0.16% | 9,757 | $416K |
| 15 | Stratos Wealth Partners, LTD. | 0.13% | 273,351 | $11.7M |
| 16 | HB Wealth Management, LLC | 0.09% | 322,516 | $13.8M |
| 17 | Next Capital Management LLC | 0.08% | 6,013 | $257K |
| 18 | Keel Point, LLC | 0.04% | 13,849 | $591K |
| 19 | Independent Advisor Alliance | 0.03% | 67,699 | $2.9M |
| 20 | Northwestern Mutual Wealth Management Co | 0.02% | 872,221 | $37.2M |
| 21 | Evermay Wealth Management LLC | 0.02% | 3,379 | $144K |
| 22 | Private Trust Co NA | 0.01% | 2,864 | $122K |
| 23 | Ritholtz Wealth Management | 0.01% | 13,222 | $564K |
| 24 | Cwm, LLC | 0.01% | 85,385 | $3.6M |
| 25 | LPL Financial LLC | 0.01% | 704,398 | $30.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|