Institutional Holders (2026 Q1)
157 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JQC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Stolper Co | 1.16% | 24,908 | $4K |
| 2 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.65% | 1,139,849 | $5.6M |
| 3 | Future Financial Wealth Managment LLC | 0.29% | 92,116 | $445K |
| 4 | Traub Capital Management LLC | 0.26% | 53,148 | $259K |
| 5 | WEALTH EFFECTS LLC | 0.22% | 124,780 | $608K |
| 6 | DECISION INVESTMENTS, INC | 0.11% | 19,250 | $94K |
| 7 | Encompass More Asset Management | 0.09% | 110,645 | $539K |
| 8 | Centurion Wealth Management LLC | 0.07% | 66,465 | $324K |
| 9 | Sowell Financial Services LLC | 0.07% | 364,246 | $1.8M |
| 10 | MELFA WEALTH MANAGEMENT, INC. | 0.06% | 21,803 | $106K |
| 11 | DKM Wealth Management, Inc. | 0.05% | 15,000 | $73K |
| 12 | ACCREDITED INVESTOR SERVICES, LLC | 0.05% | 16,359 | $80K |
| 13 | Quad-Cities Investment Group, LLC | 0.05% | 24,841 | $121K |
| 14 | NBC SECURITIES, INC. | 0.04% | 122,142 | $595K |
| 15 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | 0.04% | 28,109 | $137K |
| 16 | Koshinski Asset Management, Inc. | 0.03% | 105,197 | $512K |
| 17 | SeaCrest Wealth Management, LLC | 0.03% | 49,114 | $239K |
| 18 | WEALTHSPAN PARTNERS, LLC | 0.02% | 10,922 | $53K |
| 19 | WPG Advisers, LLC | 0.02% | 5,079 | $25K |
| 20 | TCFG WEALTH MANAGEMENT, LLC | 0.02% | 10,000 | $49K |
| 21 | First Heartland Consultants, Inc. | 0.01% | 31,012 | $151K |
| 22 | B. Riley Wealth Advisors, Inc. | 0.01% | 35,771 | $167K |
| 23 | Ignite Planners, LLC | 0.01% | 12,342 | $60K |
| 24 | WEDBUSH SECURITIES INC | 0.01% | 57,910 | — |
| 25 | MATAURO, LLC | 0.01% | 10,283 | $50K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|