Institutional Holders (2026 Q1)
39 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NPV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Northwest Financial Advisors | 1.06% | 48,417 | $549K |
| 2 | Realta Investment Advisors | 0.20% | 51,669 | $585K |
| 3 | Canal Capital Management, LLC | 0.04% | 27,039 | $306K |
| 4 | DAVENPORT & Co LLC | 0.02% | 311,404 | $3.5M |
| 5 | Cornerstone Advisory, LLC | 0.02% | 15,390 | $174K |
| 6 | CARY STREET PARTNERS FINANCIAL LLC | 0.01% | 44,961 | $509K |
| 7 | Wealthcare Advisory Partners LLC | 0.01% | 29,713 | $337K |
| 8 | Spire Wealth Management | 0.00% | 12,007 | $136K |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | 0.00% | 3,413 | $39K |
| 10 | TRUIST FINANCIAL CORP | 0.00% | 135,750 | $1.5M |
| 11 | Private Advisor Group, LLC | 0.00% | 33,681 | $382K |
| 12 | Cambridge Investment Research Advisors, Inc. | 0.00% | 58,747 | — |
| 13 | Janney Montgomery Scott LLC | 0.00% | 50,661 | — |
| 14 | D.A. DAVIDSON & CO. | 0.00% | 19,089 | $216K |
| 15 | HIGHLINE WEALTH PARTNERS LLC | 0.00% | 425 | $5K |
| 16 | FNY Investment Advisers, LLC | 0.00% | 200 | — |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 124,950 | $1.4M |
| 18 | Geneos Wealth Management Inc. | 0.00% | 1,000 | $11K |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 14,992 | $170K |
| 20 | LPL Financial LLC | 0.00% | 20,895 | $237K |
| 21 | UBS Group AG | 0.00% | 16,564 | $188K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|