Institutional Holders (2026 Q1)
39 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MPA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.49% | 894,459 | $9.9M |
| 2 | Logan Stone Capital, LLC | 0.04% | 14,404 | $159K |
| 3 | SIT INVESTMENT ASSOCIATES INC | 0.04% | 164,957 | $2K |
| 4 | Santori & Peters, Inc. | 0.03% | 10,000 | $110K |
| 5 | Breakwater Capital Group | 0.03% | 19,726 | $218K |
| 6 | Aviance Capital Partners, LLC | 0.02% | 16,915 | $187K |
| 7 | Ethos Financial Group, LLC | 0.02% | 25,000 | $277K |
| 8 | Sovereign Financial Group, Inc. | 0.02% | 10,013 | $110K |
| 9 | SHUFRO ROSE & CO LLC | 0.02% | 25,000 | $276K |
| 10 | Faithward Advisors, LLC | 0.02% | 11,787 | $130K |
| 11 | Summit Trail Advisors, LLC | 0.01% | 39,193 | $432K |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.00% | 2,651 | $29K |
| 13 | Fiera Capital Corp | 0.00% | 89,827 | $991K |
| 14 | JOURNEY STRATEGIC WEALTH LLC | 0.00% | 10,833 | $119K |
| 15 | Merit Financial Group, LLC | 0.00% | 29,412 | $324K |
| 16 | Curi Capital, LLC | 0.00% | 10,728 | $119K |
| 17 | WELLS FARGO & COMPANY/MN | 0.00% | 877,467 | $9.7M |
| 18 | OSAIC HOLDINGS, INC. | 0.00% | 100,730 | $1.1M |
| 19 | HIGHLINE WEALTH PARTNERS LLC | 0.00% | 500 | $6K |
| 20 | WOLVERINE ASSET MANAGEMENT LLC | 0.00% | 12,221 | $135K |
| 21 | Janney Montgomery Scott LLC | 0.00% | 36,757 | — |
| 22 | LPL Financial LLC | 0.00% | 257,641 | $2.8M |
| 23 | CNB Bank | 0.00% | 100 | $1K |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 25,670 | $283K |
| 25 | Cetera Investment Advisers | 0.00% | 29,720 | $328K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|