Institutional Holders (2026 Q1)
203 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PDP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Strid Group, LLC | 1.60% | 107,131 | $12.9M |
| 2 | JBR Co Financial Management Inc | 1.42% | 29,153 | $3.4M |
| 3 | NewSquare Capital LLC | 1.13% | 108,116 | $13.1M |
| 4 | MTM Investment Management, LLC | 1.11% | 28,978 | $3.5M |
| 5 | PMG Wealth Management, Inc. | 0.85% | 9,705 | $1.2M |
| 6 | Wagner Wealth Management, Corp | 0.64% | 5,885 | $711K |
| 7 | Institute for Wealth Management, LLC. | 0.55% | 42,769 | $5.2M |
| 8 | Redwood Family Wealth LLC | 0.51% | 4,283 | $517K |
| 9 | Tradition Wealth Management, LLC | 0.43% | 50,219 | $6.1M |
| 10 | Second Half Financial Partners, LLC | 0.41% | 7,460 | $901K |
| 11 | Millennium Capital Advisors, LLC | 0.39% | 5,262 | $636K |
| 12 | LJI Wealth Management, LLC | 0.37% | 19,199 | $2.3M |
| 13 | Sovereign Financial Group, Inc. | 0.35% | 16,767 | $2.0M |
| 14 | Calton & Associates, INC. | 0.34% | 19,822 | $2.4M |
| 15 | Eagle Bay Advisors LLC | 0.34% | 3,181 | $384K |
| 16 | Kelly Financial Group LLC | 0.33% | 10,913 | $1.3M |
| 17 | Summit Financial, LLC | 0.32% | 210,653 | $25.4M |
| 18 | Heirloom Wealth Management | 0.32% | 14,882 | $1.8M |
| 19 | MorganRosel Wealth Management, LLC | 0.29% | 6,042 | $730K |
| 20 | Kiker Wealth Management, LLC | 0.28% | 4,819 | $582K |
| 21 | Mullooly Asset Management, Inc. | 0.28% | 6,189 | $747K |
| 22 | Prospera Financial Services Inc | 0.27% | 139,817 | $16.9M |
| 23 | Nbc Securities, INC. | 0.26% | 28,591 | $3.5M |
| 24 | Prosperity Financial Group, Inc. | 0.23% | 5,165 | $624K |
| 25 | Golden Road Advisors LLC | 0.22% | 3,175 | $383K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|