Institutional Holders (2026 Q1)
36 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QMFE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Northeast Planning Associates, INC. / Nh / | 0.18% | 11,973 | $266K |
| 2 | VestGen Advisors, LLC | 0.10% | 151,588 | $3.6M |
| 3 | Uptick Partners, LLC | 0.09% | 19,709 | $437K |
| 4 | Comprehensive Financial Consultants Institutional, Inc. | 0.07% | 11,284 | $250K |
| 5 | Diligent Investors, LLC | 0.05% | 9,600 | $213K |
| 6 | Clear Creek Financial Management, LLC | 0.05% | 29,945 | $664K |
| 7 | Jaffetilchin Investment Partners, LLC | 0.03% | 22,092 | $490K |
| 8 | StoneX Group Inc. | 0.02% | 17,200 | $381K |
| 9 | Harbour Investments, INC. | 0.01% | 29,282 | $649K |
| 10 | Oppenheimer & Co Inc | 0.01% | 36,154 | $802K |
| 11 | DHJJ Financial Advisors, Ltd. | 0.01% | 1,313 | $29K |
| 12 | Sunbelt Securities, Inc. | 0.01% | 6,746 | $150K |
| 13 | Savvy Advisors, Inc. | 0.01% | 11,828 | $262K |
| 14 | Legacy Wealth Managment, LLC/ID | 0.00% | 443 | $10K |
| 15 | Mgo One Seven LLC | 0.00% | 9,727 | $216K |
| 16 | Topsail Wealth Management, LLC | 0.00% | 1,200 | $27K |
| 17 | Waverly Advisors, LLC | 0.00% | 23,000 | $510K |
| 18 | Cetera Investment Advisers | 0.00% | 113,127 | $2.5M |
| 19 | Kestra Advisory Services, LLC | 0.00% | 31,350 | $695K |
| 20 | Private Advisor Group, LLC | 0.00% | 21,978 | $487K |
| 21 | HighTower Advisors, LLC | 0.00% | 83,252 | $1.8M |
| 22 | Commonwealth Equity Services, LLC | 0.00% | 62,626 | $1.4M |
| 23 | Scotia Capital INC. | 0.00% | 11,616 | $258K |
| 24 | Lido Advisors, LLC | 0.00% | 11,000 | $244K |
| 25 | Raymond James Financial Inc | 0.00% | 106,456 | $2.4M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|