Institutional Holders (2026 Q1)
104 + 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 | Sequent Planning LLC | 3.69% | 485,639 | $15.3M |
| 2 | Luken Investment Analytics, LLC | 1.75% | 145,710 | $4.6M |
| 3 | FWG Investments, LLC. | 1.41% | 70,371 | $2.2M |
| 4 | SMART Wealth LLC | 1.13% | 122,965 | $3.9M |
| 5 | Mission Financial Group, LLC | 0.95% | 32,591 | $1.0M |
| 6 | Grantvest Financial Group LLC | 0.71% | 34,674 | $1.1M |
| 7 | Purus Wealth Management, LLC | 0.63% | 62,616 | $2.0M |
| 8 | Benson Wealth Management INC | 0.58% | 13,547 | $426K |
| 9 | Faithward Advisors, LLC | 0.35% | 78,680 | $2.5M |
| 10 | Harvest Investment Services, LLC | 0.34% | 59,822 | $1.9M |
| 11 | First Heartland Consultants, Inc. | 0.33% | 138,475 | $4.4M |
| 12 | Outlook Wealth Advisors, LLC | 0.33% | 42,678 | $1.3M |
| 13 | Keystone Wealth Services, LLC | 0.31% | 45,663 | $1.4M |
| 14 | Uptick Partners, LLC | 0.28% | 44,448 | $1.4M |
| 15 | DHJJ Financial Advisors, Ltd. | 0.27% | 25,983 | $817K |
| 16 | 1776 Wealth LLC | 0.27% | 21,540 | $678K |
| 17 | Winnow Wealth LLC | 0.25% | 10,484 | $330K |
| 18 | Maia Wealth LLC | 0.23% | 43,074 | $1.4M |
| 19 | Ignite Planners, LLC | 0.22% | 44,775 | $1.4M |
| 20 | Pitti Group Wealth Management, LLC | 0.17% | 6,504 | $205K |
| 21 | Cornerstone Wealth, LLC/TN | 0.13% | 6,714 | $228K |
| 22 | Clear Creek Financial Management, LLC | 0.11% | 45,287 | $1.4M |
| 23 | Diligent Investors, LLC | 0.11% | 13,500 | $425K |
| 24 | Grant Street Asset Management, Inc. | 0.10% | 16,678 | $525K |
| 25 | Anfield Capital Management, LLC | 0.09% | 10,056 | $316K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|