Institutional Holders (2026 Q2)
344 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MLPX. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | School Employees Retirement Board of Ohio | 8.77% | 330,585 | $24.4M |
| 2 | Payne Capital Management, LLC | 8.26% | 420,592 | $31.0M |
| 3 | Decker Wealth Management LLC | 5.80% | 371,036 | $27.3M |
| 4 | Presidio Capital Management, LLC | 5.40% | 293,435 | $21.6M |
| 5 | Madrid Financial Services | 4.51% | 115,817 | $8.5M |
| 6 | Rational Advisors, INC. | 4.51% | 667,709 | $49.2M |
| 7 | Curran Financial Partners, LLC | 3.66% | 333,537 | $24.6M |
| 8 | Thor Investment Management Inc /Oh/ /Adv | 3.30% | 84,724 | $3.8M |
| 9 | Fortis Advisors, LLC | 2.56% | 74,252 | $5.5M |
| 10 | Warner Group LLC | 2.35% | 129,447 | $9.5M |
| 11 | Legacy PCG, LLC | 2.10% | 5,916 | $435K |
| 12 | Fig Financial Advisory Services Inc /Adv | 1.81% | 43,901 | $2.7M |
| 13 | Collaborative Wealth Managment Inc. | 1.60% | 51,863 | $3.8M |
| 14 | Tenet Wealth Partners, LLC | 1.44% | 25,841 | $1.9M |
| 15 | Rooted Wealth Advisors, Inc. | 1.31% | 72,498 | $5.3M |
| 16 | Trinity Legacy Partners, LLC | 1.16% | 75,974 | $5.8M |
| 17 | Sharpepoint LLC | 1.14% | 30,981 | $2.3M |
| 18 | GenTrust, LLC | 1.08% | 382,918 | $28.2M |
| 19 | Horizon Financial Services, LLC | 1.08% | 38,101 | $2.8M |
| 20 | Ironsides Asset Advisors, LLC | 1.06% | 61,408 | $4.5M |
| 21 | Glassy Mountain Advisors, Inc. | 1.05% | 52,107 | $3.8M |
| 22 | Vectors Research Management, LLC | 0.87% | 45,477 | $3.3M |
| 23 | DDFG, Inc | 0.86% | 58,507 | $4.3M |
| 24 | WealthCare Investment Partners, LLC | 0.83% | 46,665 | $3.4M |
| 25 | Fund Evaluation Group, LLC | 0.81% | 406,672 | $30.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|