Institutional Holders (2026 Q1)
236 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MLPA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Madrid Financial Services | 14.97% | 470,703 | $25.4M |
| 2 | Matrix Private Capital Group LLC | 3.68% | 141,841 | $7.6M |
| 3 | Legacy Wealth Asset Management, LLC | 2.99% | 227,812 | $12.3M |
| 4 | Point Nemo Capital, LLC | 2.48% | 69,793 | $3.8M |
| 5 | Barry Investment Advisors, LLC | 2.43% | 205,014 | $11.0M |
| 6 | Wiser Advisor Group LLC | 2.35% | 36,009 | $1.9M |
| 7 | Guild Investment Management, Inc. | 1.58% | 40,970 | $2.2M |
| 8 | Meixler Investment Management, Ltd. | 1.45% | 50,283 | $2.7M |
| 9 | Prevail Innovative Wealth Advisors, LLC | 1.40% | 153,980 | $8.3M |
| 10 | Columbus Macro, LLC | 0.99% | 172,567 | $9.3M |
| 11 | Almanack Investment Partners, LLC. | 0.99% | 108,630 | $5.9M |
| 12 | APS Management Group, Inc. | 0.90% | 19,580 | $1.1M |
| 13 | Naviter Wealth, LLC | 0.89% | 132,300 | $7.1M |
| 14 | Jaffetilchin Investment Partners, LLC | 0.87% | 272,694 | $14.7M |
| 15 | Clear Trail Advisors, LLC | 0.83% | 92,373 | $5.0M |
| 16 | Greenspring Advisors, LLC | 0.82% | 248,283 | $13.4M |
| 17 | Anfield Capital Management, LLC | 0.81% | 54,758 | $2.9M |
| 18 | Tectonic Advisors LLC | 0.77% | 270,264 | $14.6M |
| 19 | LFG Wealth Partners, LLC | 0.74% | 22,673 | $1.2M |
| 20 | TT Capital Management LLC | 0.73% | 16,400 | $883K |
| 21 | Strong Tower Advisory Services | 0.71% | 69,569 | $3.7M |
| 22 | MBL Wealth, LLC | 0.60% | 146,259 | $7.9M |
| 23 | Oregon Pacific Wealth Management, LLC | 0.58% | 10,345 | $557K |
| 24 | Evergreen Capital Management LLC | 0.55% | 475,437 | $25.6M |
| 25 | Cascade Financial Partners, LLC | 0.53% | 94,920 | $5.1M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|