Institutional Holders (2026 Q1)
114 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QFLR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Liberty Atlantic Advisors LLC | 12.51% | 439,440 | $14.6M |
| 2 | Davies Financial Advisors, Inc. | 7.92% | 25,978 | $865K |
| 3 | ATX Financial Planning, LLC | 7.90% | 312,132 | $10.4M |
| 4 | HFG Wealth Management, LLC | 7.43% | 405,358 | $13.5M |
| 5 | COFG Advisors, LLC | 6.40% | 777,559 | $25.9M |
| 6 | VanWeelden Wealth Management, LLC | 4.56% | 171,717 | $5.7M |
| 7 | Pinnacle Wealth Management Group, Inc. | 4.10% | 250,577 | $8.3M |
| 8 | Holos Integrated Wealth LLC | 2.68% | 156,981 | $5.3M |
| 9 | October Effect Ltd | 2.57% | 66,940 | $2.2M |
| 10 | Winnow Wealth LLC | 2.55% | 99,102 | $3.3M |
| 11 | Ccg Wealth Management, LLC | 1.47% | 162,740 | $5.4M |
| 12 | Triumph Capital Management | 0.93% | 137,607 | $4.6M |
| 13 | Red Reef Advisors LLC | 0.90% | 25,922 | $889K |
| 14 | Compass Capital Corp /Ma/ /Adv | 0.85% | 66,720 | $2.4M |
| 15 | Outlook Wealth Advisors, LLC | 0.83% | 103,212 | $3.4M |
| 16 | Evolution Wealth Management INC. | 0.76% | 31,287 | $1.0M |
| 17 | Diligent Investors, LLC | 0.62% | 74,793 | $2.5M |
| 18 | Southland Equity Partners LLC | 0.60% | 92,620 | $3.1M |
| 19 | Delta Investment Management, LLC | 0.54% | 91,016 | $3.0M |
| 20 | IMG Wealth Management, Inc. | 0.54% | 25,241 | $841K |
| 21 | Simplicity Wealth,LLC | 0.53% | 279,966 | $9.3M |
| 22 | Whipplewood Advisors, LLC | 0.53% | 30,494 | $1.0M |
| 23 | Bright Futures Wealth Management, LLC. | 0.47% | 20,762 | $691K |
| 24 | 4J Wealth Management LLC | 0.41% | 21,910 | $730K |
| 25 | Gwn Securities INC. | 0.39% | 61,850 | $2.1M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|