Institutional Holders (2026 Q2)
43 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INCE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Fortis Group Advisors, LLC | 0.15% | 14,402 | $960K |
| 2 | Atlatl Advisers LLC | 0.13% | 8,267 | $551K |
| 3 | UMB Bank, n.a. | 0.07% | 84,442 | $5.6M |
| 4 | Seeds Investor LLC | 0.06% | 8,267 | $551K |
| 5 | Wealthspire Retirement, LLC | 0.05% | 13,707 | $913K |
| 6 | Tidemark, LLC | 0.04% | 2,481 | $165K |
| 7 | Encompass More Asset Management | 0.03% | 3,135 | $209K |
| 8 | AlphaStar Capital Management, LLC | 0.03% | 6,097 | $406K |
| 9 | Cornerstone Wealth Management, LLC | 0.02% | 6,360 | $424K |
| 10 | Money Concepts Capital Corp | 0.02% | 5,215 | $347K |
| 11 | D.A. Davidson & CO. | 0.02% | 40,775 | $2.7M |
| 12 | Old Mission Capital LLC | 0.01% | 10,270 | $684K |
| 13 | Koshinski Asset Management, Inc. | 0.01% | 3,015 | $201K |
| 14 | Private Trust Co NA | 0.01% | 1,695 | $113K |
| 15 | Osaic Holdings, INC. | 0.01% | 114,103 | $7.6M |
| 16 | LPL Financial LLC | 0.01% | 468,424 | $31.2M |
| 17 | CENTRAL TRUST Co | 0.01% | 5,623 | $375K |
| 18 | Arkadios Wealth Advisors | 0.01% | 5,857 | $390K |
| 19 | Private Advisor Group, LLC | 0.00% | 13,523 | $901K |
| 20 | Independent Financial Group, LLC | 0.00% | 3,287 | $219K |
| 21 | Raymond James Financial Inc | 0.00% | 198,868 | $13.2M |
| 22 | Sanctuary Advisors, LLC | 0.00% | 10,532 | $702K |
| 23 | International Assets Investment Management, LLC | 0.00% | 578 | $39K |
| 24 | Triumph Capital Management | 0.00% | 190 | $13K |
| 25 | Harbour Investments, INC. | 0.00% | 1,966 | $131K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|