Institutional Holders (2026 Q1)
50 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NIM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Blake Schutter Theil Wealth Advisors, LLC | 1.40% | 181,427 | $1.7M |
| 2 | Whipplewood Advisors, LLC | 0.75% | 153,276 | $1.4M |
| 3 | Croban | 0.61% | 137,216 | $1.3M |
| 4 | 1607 Capital Partners, LLC | 0.54% | 794,382 | $7.5M |
| 5 | Tortoise Investment Management, LLC | 0.45% | 571,194 | $5.4M |
| 6 | Worthington Financial Partners, LLC | 0.24% | 28,969 | $274K |
| 7 | Hickory Point Bank & Trust | 0.17% | 26,500 | $250K |
| 8 | Schwarz Dygos Wheeler Investment Advisors LLC | 0.10% | 48,668 | $460K |
| 9 | Hennion & Walsh Asset Management, Inc. | 0.09% | 274,739 | $2.6M |
| 10 | Sightline Wealth Advisors, LLC | 0.06% | 14,765 | $140K |
| 11 | Uhlmann Price Securities, LLC | 0.06% | 92,138 | $871K |
| 12 | Ackerman Capital Advisors, LLC | 0.05% | 24,229 | $229K |
| 13 | Cerro Pacific Wealth Advisors LLC | 0.03% | 11,400 | $108K |
| 14 | Anchor Investment Management, LLC | 0.02% | 31,553 | $298K |
| 15 | Hilltop Holdings Inc. | 0.02% | 28,837 | $273K |
| 16 | Guggenheim Capital LLC | 0.02% | 305,270 | $2.9M |
| 17 | Barrett & Company, INC. | 0.02% | 6,000 | $57K |
| 18 | Dorsey & Whitney Trust CO LLC | 0.02% | 34,350 | $325K |
| 19 | NWF Advisory Services Inc. | 0.01% | 12,500 | $118K |
| 20 | Sax Wealth Advisors, LLC | 0.01% | 18,240 | $170K |
| 21 | Stephens Inc /Ar/ | 0.00% | 41,500 | $392K |
| 22 | IFP Advisors, Inc | 0.00% | 23,134 | $219K |
| 23 | Avior Wealth Management, LLC | 0.00% | 16,066 | $152K |
| 24 | Sigma Planning Corp | 0.00% | 10,911 | $103K |
| 25 | Horizon Kinetics Asset Management LLC | 0.00% | 21,500 | $203K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|