Institutional Holders (2026 Q2)
203 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFFA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Melia Wealth LLC | 17.31% | 1,461,685 | $30.1M |
| 2 | Anderson Financial Strategies, LLC | 4.36% | 397,868 | $8.4M |
| 3 | Fig Financial Advisory Services Inc /Adv | 2.74% | 184,059 | $4.0M |
| 4 | Future Financial Wealth Managment LLC | 2.39% | 187,587 | $3.8M |
| 5 | Urban Wealth Management, LLC | 2.01% | 112,207 | $2.3M |
| 6 | Fund Advisors of America Inc/FL | 1.80% | 96,297 | $2.0M |
| 7 | Foguth Wealth Management, LLC. | 1.54% | 654,919 | $13.5M |
| 8 | TT Capital Management LLC | 1.38% | 86,150 | $1.8M |
| 9 | Investment Partners Asset Management, Inc. | 1.32% | 115,046 | $2.4M |
| 10 | Burnham & Co LLC | 0.99% | 59,609 | $1.2M |
| 11 | Adapt Wealth Advisors, LLC | 0.74% | 110,650 | $2.3M |
| 12 | Atlas Wealth Partners, LLC | 0.68% | 30,400 | $625K |
| 13 | Guilbault Capital LLC | 0.61% | 29,766 | $612K |
| 14 | TradeWell Securities, LLC. | 0.60% | 81,913 | $1.7M |
| 15 | Samalin Investment Counsel, LLC | 0.54% | 84,571 | $1.7M |
| 16 | Signature Equity Partners, LLC | 0.52% | 55,288 | $1.1M |
| 17 | OxenFree Capital LLC | 0.46% | 48,261 | $1.0M |
| 18 | Empire Financial Management Company, LLC | 0.46% | 56,449 | $1.2M |
| 19 | Black Swift Group, LLC | 0.45% | 150,615 | $3.1M |
| 20 | Wealthstar Advisors, LLC | 0.42% | 70,789 | $1.5M |
| 21 | JCSD Capital, LLC | 0.42% | 14,000 | $288K |
| 22 | Rhodes Investment Advisors Inc /Adv | 0.40% | 26,525 | $546K |
| 23 | Hedeker Wealth, LLC | 0.38% | 96,469 | $2.0M |
| 24 | Mezzasalma Advisors, LLC | 0.37% | 89,891 | $1.8M |
| 25 | World Equity Group, INC. | 0.37% | 79,787 | $1.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|