Institutional Holders (2026 Q1)
75 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in POWA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Delos Wealth Advisors, LLC | 2.10% | 42,644 | $3.7M |
| 2 | Elevation Capital Advisory, LLC | 1.78% | 48,569 | $4.2M |
| 3 | Avant Capital LLC | 0.97% | 16,029 | $1.4M |
| 4 | Partners Wealth Management, LLC | 0.80% | 9,043 | $779K |
| 5 | Pacific Sun Financial Corp | 0.64% | 15,417 | $1.3M |
| 6 | Hyundai Investments Co., Ltd. | 0.49% | 5,140 | $436K |
| 7 | 1900 Wealth Management LLC | 0.42% | 75,387 | $6.5M |
| 8 | Solstein Capital, LLC | 0.20% | 5,572 | $480K |
| 9 | Fearless Solutions, LLC dba Best Invest | 0.17% | 3,250 | $280K |
| 10 | Symphony Financial Services, Inc. | 0.15% | 3,472 | $299K |
| 11 | Castle Wealth Management LLC | 0.14% | 5,137 | $443K |
| 12 | Jaffetilchin Investment Partners, LLC | 0.14% | 26,690 | $2.3M |
| 13 | Capital Investment Advisory Services, LLC | 0.11% | 17,704 | $1.5M |
| 14 | TopTier Wealth Management, LLC | 0.11% | 2,017 | $174K |
| 15 | Minot DeBlois Advisors LLC | 0.08% | 1,000 | $86K |
| 16 | S.A. Mason LLC | 0.05% | 1,450 | $125K |
| 17 | Trek Financial, LLC | 0.04% | 9,507 | $819K |
| 18 | Moneco Advisors, LLC | 0.03% | 4,381 | $377K |
| 19 | Mosley Wealth Management | 0.03% | 703 | $64K |
| 20 | Caprock Group, LLC | 0.02% | 11,458 | $987K |
| 21 | Sigma Planning Corp | 0.02% | 9,382 | $808K |
| 22 | Mercer Global Advisors Inc /Adv | 0.02% | 142,415 | $12.3M |
| 23 | IHT Wealth Management, LLC | 0.02% | 8,034 | $692K |
| 24 | Level Four Advisory Services, LLC | 0.01% | 4,873 | $420K |
| 25 | Advisory Alpha, LLC | 0.01% | 4,630 | $399K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|