Institutional Holders (2026 Q2)
119 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QDEC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sacks & Associates, LLC | 1.89% | 79,656 | $2.8M |
| 2 | Luken Investment Analytics, LLC | 1.60% | 128,292 | $4.6M |
| 3 | FWG Investments, LLC. | 1.32% | 70,119 | $2.5M |
| 4 | Sequent Planning LLC | 1.13% | 148,608 | $5.3M |
| 5 | Mission Financial Group, LLC | 0.89% | 30,241 | $1.1M |
| 6 | Grantvest Financial Group LLC | 0.71% | 34,550 | $1.2M |
| 7 | SMART Wealth LLC | 0.60% | 77,903 | $2.8M |
| 8 | Benson Wealth Management INC | 0.49% | 13,611 | $485K |
| 9 | Purus Wealth Management, LLC | 0.44% | 44,815 | $1.6M |
| 10 | Outlook Wealth Advisors, LLC | 0.36% | 46,715 | $1.7M |
| 11 | Faithward Advisors, LLC | 0.34% | 78,114 | $2.8M |
| 12 | First Heartland Consultants, Inc. | 0.33% | 142,252 | $5.1M |
| 13 | Harvest Investment Services, LLC | 0.29% | 52,607 | $1.9M |
| 14 | Keystone Wealth Services, LLC | 0.28% | 42,970 | $1.5M |
| 15 | 1776 Wealth LLC | 0.27% | 21,540 | $767K |
| 16 | DHJJ Financial Advisors, Ltd. | 0.26% | 25,718 | $916K |
| 17 | Winnacle Wealth LLC | 0.25% | 10,244 | $365K |
| 18 | Uptick Partners, LLC | 0.25% | 44,482 | $1.6M |
| 19 | Maia Wealth LLC | 0.22% | 42,578 | $1.5M |
| 20 | Ignite Planners, LLC | 0.20% | 41,364 | $1.5M |
| 21 | Global Assets Advisory, LLC | 0.18% | 23,772 | $844K |
| 22 | Legacy Solutions, LLC | 0.17% | 5,777 | $206K |
| 23 | Pitti Group Wealth Management, LLC | 0.16% | 6,219 | $221K |
| 24 | Share Andrew L. | 0.12% | 6,300 | $224K |
| 25 | Cornerstone Wealth, LLC/TN | 0.11% | 6,214 | $221K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|