Institutional Holders (2026 Q1)
432 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PULS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Lakeshore Financial Planning, Inc. | 13.80% | 768,939 | $38.1M |
| 2 | M Wealth Management, LLC | 11.76% | 282,182 | $14.0M |
| 3 | Blue Water Asset Management | 11.71% | 684,685 | $33.9M |
| 4 | LeClair Wealth Partners LLC | 11.71% | 684,685 | $33.9M |
| 5 | Crane Advisory, LLC | 11.42% | 1,537,220 | $76.3M |
| 6 | Pine Harbor Wealth Management, LLC | 10.15% | 685,513 | $33.9M |
| 7 | Bulwark Capital Corp | 9.82% | 321,880 | $15.9M |
| 8 | Main Street Group, LTD | 9.59% | 659,316 | $32.6M |
| 9 | Ironwood Wealth Management, INC. | 9.34% | 420,392 | $20.8M |
| 10 | Good Steward Wealth Advisors,LLC | 8.93% | 280,457 | $13.9M |
| 11 | Peak Planning Group, LLC | 8.08% | 589,238 | $29.2M |
| 12 | TABR Capital Management, LLC | 7.99% | 175,446 | $8.7M |
| 13 | AMJ Financial Wealth Management | 7.73% | 662,171 | $32.8M |
| 14 | Afg Fiduciary Services Limited Partnership | 7.41% | 255,779 | $12.7M |
| 15 | Vickerman Investment Advisors, Inc. | 7.14% | 686,116 | $34.0M |
| 16 | Clark Wealth Partners | 7.03% | 210,803 | $10.5M |
| 17 | Navigation Group, LLC | 6.78% | 585,168 | $29.0M |
| 18 | Seed Wealth Management, Inc. | 5.79% | 169,959 | $8.4M |
| 19 | Live Oak Investment Partners | 5.76% | 197,188 | $9.8M |
| 20 | Mbm Wealth Consultants, LLC | 5.73% | 503,937 | $24.9M |
| 21 | WESPAC Advisors, LLC | 5.59% | 206,166 | $10.2M |
| 22 | Clearwave Capital, LLC | 5.28% | 155,999 | $7.7M |
| 23 | Innovative Wealth Building LLC | 5.22% | 150,042 | $7.4M |
| 24 | 1 North Wealth Services LLC | 4.99% | 279,119 | $13.8M |
| 25 | Client First Investment Management LLC | 4.17% | 161,880 | $8.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|