Institutional Holders (2026 Q1)
23 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NMS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Artesa Financial Group, LLC | 0.14% | 12,113 | $148K |
| 2 | ACCESS FINANCIAL SERVICES, INC. | 0.13% | 30,797 | $375K |
| 3 | Vermillion Wealth Management, Inc. | 0.09% | 18,517 | $226K |
| 4 | Redhawk Wealth Advisors, Inc. | 0.04% | 32,780 | $400K |
| 5 | Focus Financial Network, Inc. | 0.04% | 97,371 | $1.2M |
| 6 | SIT INVESTMENT ASSOCIATES INC | 0.02% | 71,621 | — |
| 7 | Curi Capital, LLC | 0.01% | 35,960 | $441K |
| 8 | First PREMIER Bank | 0.00% | 1,600 | — |
| 9 | HIGHLINE WEALTH PARTNERS LLC | 0.00% | 1,200 | $15K |
| 10 | &PARTNERS | 0.00% | 32,745 | $399K |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 49,633 | $605K |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00% | 26,760 | $325K |
| 13 | Cetera Investment Advisers | 0.00% | 44,534 | $543K |
| 14 | Creative Planning | 0.00% | 28,645 | $349K |
| 15 | Mariner, LLC | 0.00% | 13,312 | $162K |
| 16 | AdvisorNet Financial, Inc | 0.00% | 247 | $3K |
| 17 | RAYMOND JAMES FINANCIAL INC | 0.00% | 33,727 | $411K |
| 18 | OSAIC HOLDINGS, INC. | 0.00% | 4,894 | $60K |
| 19 | WELLS FARGO & COMPANY/MN | 0.00% | 29,568 | $360K |
| 20 | MORGAN STANLEY | 0.00% | 63,697 | $776K |
| 21 | LPL Financial LLC | 0.00% | 13,588 | $166K |
| 22 | UBS Group AG | 0.00% | 21,991 | $268K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|