Institutional Holders (2026 Q3)
51 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JEDI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Lane Generational LLC | 1.30% | 57,485 | $1.4M |
| 2 | High Note Wealth, LLC | 0.33% | 80,344 | $2.0M |
| 3 | Ankerstar Wealth, LLC | 0.22% | 11,364 | $285K |
| 4 | Primoris Wealth Advisors, LLC | 0.13% | 11,085 | $278K |
| 5 | Williams Jones Wealth Management, LLC. | 0.08% | 272,527 | $6.8M |
| 6 | Insight Advisors, LLC/ PA | 0.07% | 15,075 | $378K |
| 7 | Jaffetilchin Investment Partners, LLC | 0.03% | 19,757 | $574K |
| 8 | StoneX Group Inc. | 0.03% | 27,797 | $697K |
| 9 | Advisory Services Network, LLC | 0.02% | 78,654 | $2.0M |
| 10 | Noble Wealth Management PBC | 0.02% | 1,539 | $39K |
| 11 | Mutual Advisors, LLC | 0.01% | 29,922 | $751K |
| 12 | Tidemark, LLC | 0.01% | 1,104 | $28K |
| 13 | Mission Wealth Management, LP | 0.01% | 14,231 | $357K |
| 14 | CreativeOne Wealth, LLC | 0.00% | 9,030 | $227K |
| 15 | Signature Resources Capital Management, LLC | 0.00% | 421 | $11K |
| 16 | Silver Grove Financial Group, Inc. | 0.00% | 334 | $8K |
| 17 | D.A. Davidson & CO. | 0.00% | 15,649 | $393K |
| 18 | Hrt Financial LP | 0.00% | 36,698 | $920K |
| 19 | Stifel Financial Corp | 0.00% | 71,655 | $1.8M |
| 20 | Cetera Investment Advisers | 0.00% | 49,206 | $1.2M |
| 21 | Commonwealth Equity Services, LLC | 0.00% | 16,573 | $416K |
| 22 | Parallel Advisors, LLC | 0.00% | 1,570 | $39K |
| 23 | Global Retirement Partners, LLC | 0.00% | 1,500 | $38K |
| 24 | Raymond James Financial Inc | 0.00% | 79,170 | $2.0M |
| 25 | LPL Financial LLC | 0.00% | 98,670 | $2.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|