Institutional Holders (2026 Q2)
58 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LOUP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Epiq Partners, LLC | 3.80% | 90,924 | $9.0M |
| 2 | Elmwood Wealth Management, Inc. | 2.87% | 116,401 | $11.5M |
| 3 | Tradition Wealth Management, LLC | 1.14% | 189,004 | $18.6M |
| 4 | 46 Peaks LLC | 0.89% | 14,347 | $1.4M |
| 5 | Mattson Financial Services, LLC | 0.72% | 38,341 | $3.4M |
| 6 | Gradient Investments LLC | 0.36% | 264,367 | $26.1M |
| 7 | Paladin Wealth, LLC | 0.28% | 4,946 | $487K |
| 8 | Authentikos Wealth Advisory, LLC | 0.24% | 3,799 | $374K |
| 9 | Gts Securities LLC | 0.11% | 53,693 | $5.3M |
| 10 | Brown Financial Advisors | 0.10% | 2,895 | $285K |
| 11 | Triumph Capital Management | 0.06% | 3,089 | $304K |
| 12 | Aventus Investment Advisors, Inc. | 0.03% | 381 | $38K |
| 13 | Marshall & Sterling Wealth Advisors Inc. | 0.02% | 423 | $42K |
| 14 | NWF Advisory Services Inc. | 0.02% | 2,130 | $210K |
| 15 | Dorsey & Whitney Trust CO LLC | 0.02% | 4,000 | $394K |
| 16 | Evolution Wealth Management INC. | 0.02% | 315 | $31K |
| 17 | Mission Wealth Management, LP | 0.02% | 13,170 | $1.3M |
| 18 | FAS Wealth Partners, Inc. | 0.02% | 3,041 | $300K |
| 19 | Snowden Capital Advisors LLC | 0.01% | 4,505 | $444K |
| 20 | Sigma Planning Corp | 0.01% | 3,827 | $377K |
| 21 | Capital Investment Advisory Services, LLC | 0.01% | 1,488 | $147K |
| 22 | Integrity Alliance, LLC. | 0.01% | 2,515 | $248K |
| 23 | Creative Financial Designs Inc /Adv | 0.01% | 1,100 | $108K |
| 24 | Mcguire Capital Advisors Inc | 0.00% | 89 | $9K |
| 25 | Royal Bank of Canada | 0.00% | 261,623 | $25.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|