Institutional Holders (2026 Q1)
316 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NPO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | AGMAN CAPITAL LLC | 4.74% | 23,741 | $6.0M |
| 2 | WASATCH ADVISORS LP | 1.51% | 909,882 | $228.1M |
| 3 | Leeward Investments, LLC - MA | 1.33% | 107,376 | $26.9M |
| 4 | Phocas Financial Corp. | 0.96% | 24,437 | $6.1M |
| 5 | CONGRESS ASSET MANAGEMENT CO | 0.72% | 398,431 | $99.9M |
| 6 | MRA Advisory Group | 0.50% | 4,860 | $1.2M |
| 7 | Conestoga Capital Advisors, LLC | 0.40% | 80,350 | $20.1M |
| 8 | Legacy Wealth Asset Management, LLC | 0.29% | 4,808 | $1.2M |
| 9 | AZZAD ASSET MANAGEMENT INC /ADV | 0.22% | 8,606 | $2.2M |
| 10 | R Squared Ltd | 0.15% | 1,089 | $273K |
| 11 | Bayforest Capital Ltd | 0.14% | 483 | $121K |
| 12 | Horrell Capital Management, Inc. | 0.13% | 1,115 | $279K |
| 13 | Heritage Family Offices, LLP | 0.13% | 1,137 | $285K |
| 14 | NJ State Employees Deferred Compensation Plan | 0.12% | 5,000 | $1.1M |
| 15 | Verum Partners LLC | 0.11% | 2,276 | $570K |
| 16 | Trust Point Inc. | 0.07% | 3,249 | $814K |
| 17 | Castle Rock Wealth Management, LLC | 0.07% | 1,280 | $323K |
| 18 | Prentice Wealth Management LLC | 0.07% | 1,194 | $299K |
| 19 | COOKSON PEIRCE & CO INC | 0.07% | 6,186 | $1.6M |
| 20 | Abel Hall, LLC | 0.06% | 1,157 | $290K |
| 21 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 0.06% | 3,177 | $796K |
| 22 | Inspire Investing, LLC | 0.04% | 2,075 | $520K |
| 23 | Louisiana State Employees Retirement System | 0.04% | 9,300 | $2K |
| 24 | Oakworth Capital, Inc. | 0.04% | 3,044 | $763K |
| 25 | OPPENHEIMER ASSET MANAGEMENT INC. | 0.04% | 13,243 | $3.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|