Institutional Holders (2026 Q1)
54 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LQTI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Rise Advisors, LLC | 6.42% | 936,647 | $18.2M |
| 2 | Sulzberger Capital Advisors, Inc. | 3.60% | 179,981 | $3.5M |
| 3 | Guardian Wealth Advisors, LLC / Nc | 2.54% | 2,058,213 | $40.3M |
| 4 | Prosperity Financial Group, Inc. | 1.31% | 181,250 | $3.5M |
| 5 | LexAurum Advisors, LLC | 0.78% | 307,144 | $6.0M |
| 6 | Independent Wealth Network Inc. | 0.67% | 115,504 | $2.3M |
| 7 | Delta Investment Management, LLC | 0.65% | 186,183 | $3.6M |
| 8 | Creative Financial Designs Inc /Adv | 0.56% | 470,162 | $9.2M |
| 9 | Insight Advisors, LLC/ PA | 0.51% | 135,888 | $2.7M |
| 10 | SageGuard Financial Group, LLC | 0.48% | 157,172 | $3.1M |
| 11 | Balboa Wealth Partners | 0.32% | 98,795 | $1.9M |
| 12 | Aptus Capital Advisors, LLC | 0.32% | 2,058,213 | $40.3M |
| 13 | Forefront Wealth Partners, LLC | 0.27% | 33,197 | $650K |
| 14 | Quad-Cities Investment Group, LLC | 0.19% | 24,023 | $470K |
| 15 | 1776 Wealth LLC | 0.17% | 22,382 | $438K |
| 16 | PSI Advisors, LLC | 0.11% | 22,802 | $446K |
| 17 | Private Client Services, LLC | 0.10% | 17,713 | $347K |
| 18 | American Financial Advisors, LLC | 0.10% | 37,675 | $738K |
| 19 | Stenger Family Office, LLC | 0.09% | 25,502 | $499K |
| 20 | Capital Investment Advisory Services, LLC | 0.08% | 55,878 | $1.1M |
| 21 | Great Valley Advisor Group, INC. | 0.08% | 217,958 | $4.3M |
| 22 | IFP Advisors, Inc | 0.07% | 171,027 | $3.3M |
| 23 | Ferguson Shapiro LLC | 0.06% | 10,304 | $202K |
| 24 | Maridea Wealth Management LLC | 0.05% | 19,175 | $375K |
| 25 | Independent Financial Group, LLC | 0.05% | 82,628 | $1.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|