Institutional Holders (2026 Q2)
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 | Uptick Partners, LLC | 0.12% | 32,664 | $793K |
| 2 | VestGen Advisors, LLC | 0.11% | 151,388 | $3.7M |
| 3 | Harvest Investment Services, LLC | 0.08% | 21,883 | $532K |
| 4 | Comprehensive Financial Consultants Institutional, Inc. | 0.08% | 12,636 | $307K |
| 5 | Diligent Investors, LLC | 0.06% | 10,600 | $257K |
| 6 | StoneX Group Inc. | 0.02% | 15,500 | $377K |
| 7 | Harbour Investments, INC. | 0.01% | 29,282 | $711K |
| 8 | DHJJ Financial Advisors, Ltd. | 0.01% | 1,313 | $32K |
| 9 | Oppenheimer & Co Inc | 0.01% | 32,259 | $784K |
| 10 | Old Mission Capital LLC | 0.01% | 14,727 | $358K |
| 11 | Savvy Advisors, Inc. | 0.01% | 10,047 | $244K |
| 12 | Mgo One Seven LLC | 0.00% | 9,676 | $235K |
| 13 | Topsail Wealth Management, LLC | 0.00% | 1,200 | $29K |
| 14 | Waverly Advisors, LLC | 0.00% | 23,000 | $559K |
| 15 | Private Advisor Group, LLC | 0.00% | 26,900 | $653K |
| 16 | Cetera Investment Advisers | 0.00% | 131,568 | $3.2M |
| 17 | Kestra Advisory Services, LLC | 0.00% | 34,982 | $850K |
| 18 | Fiduciary Financial Advisors | 0.00% | 1,000 | $24K |
| 19 | HighTower Advisors, LLC | 0.00% | 82,420 | $2.0M |
| 20 | Commonwealth Equity Services, LLC | 0.00% | 56,650 | $1.4M |
| 21 | LPL Financial LLC | 0.00% | 306,127 | $7.4M |
| 22 | Scotia Capital INC. | 0.00% | 9,091 | $221K |
| 23 | NewEdge Advisors, LLC | 0.00% | 10,690 | $260K |
| 24 | Raymond James Financial Inc | 0.00% | 68,091 | $1.7M |
| 25 | Creative Financial Designs Inc /Adv | 0.00% | 100 | $2K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|