Institutional Holders (2026 Q1)
27 + 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 | UPTICK PARTNERS, LLC | 0.09% | 19,709 | $437K |
| 3 | Diligent Investors, LLC | 0.05% | 9,600 | $213K |
| 4 | Clear Creek Financial Management, LLC | 0.05% | 29,945 | $664K |
| 5 | OPPENHEIMER & CO INC | 0.01% | 36,154 | $802K |
| 6 | DHJJ Financial Advisors, Ltd. | 0.01% | 1,313 | $29K |
| 7 | Legacy Wealth Managment, LLC/ID | 0.00% | 443 | $10K |
| 8 | Topsail Wealth Management, LLC | 0.00% | 1,200 | $27K |
| 9 | Kestra Advisory Services, LLC | 0.00% | 31,350 | $695K |
| 10 | Cambridge Investment Research Advisors, Inc. | 0.00% | 42,876 | — |
| 11 | Private Advisor Group, LLC | 0.00% | 21,978 | $487K |
| 12 | HighTower Advisors, LLC | 0.00% | 83,252 | $1.8M |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 62,626 | $1.4M |
| 14 | LPL Financial LLC | 0.00% | 62,071 | $1.4M |
| 15 | SIGNATUREFD, LLC | 0.00% | 857 | $19K |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.00% | 100 | $2K |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 9,122 | $202K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|