Institutional Holders (2026 Q2)
184 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RECS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Three Cord True Wealth Management, LLC | 14.57% | 707,539 | $30.6M |
| 2 | Tower Wealth Partners, Inc. | 10.93% | 511,314 | $22.1M |
| 3 | Spectrum Wealth Advisory Group, LLC | 10.56% | 856,938 | $37.1M |
| 4 | Drake & Associates, LLC | 9.13% | 1,252,310 | $54.2M |
| 5 | Mason & Associates Inc | 7.05% | 1,008,482 | $43.6M |
| 6 | Scarborough Advisors, LLC | 5.97% | 1,202,547 | $52.0M |
| 7 | Amplius Wealth Advisors, LLC | 5.31% | 1,675,097 | $72.5M |
| 8 | Retirement Management Systems Inc. | 4.37% | 493,262 | $21.3M |
| 9 | Retirement Planning Group, LLC / Ny | 4.05% | 171,662 | $7.4M |
| 10 | Bogart Wealth, LLC | 3.47% | 2,339,266 | $101.2M |
| 11 | Stratos Investment Management, LLC | 3.35% | 2,139,839 | $92.6M |
| 12 | BlueStem Wealth Partners, LLC | 3.30% | 765,762 | $33.1M |
| 13 | Byrne Financial Freedom, LLC | 3.25% | 192,408 | $8.3M |
| 14 | Stadion Money Management, LLC | 2.95% | 791,168 | $34.2M |
| 15 | Arq Wealth Advisors, LLC | 2.58% | 468,514 | $20.8M |
| 16 | Snider Financial Group | 2.49% | 225,697 | $9.8M |
| 17 | Alchemi Wealth, LLC | 2.40% | 118,445 | $5.1M |
| 18 | R2 Capital Strategies, LLC | 2.37% | 120,862 | $5.2M |
| 19 | KWB Wealth | 2.35% | 635,710 | $27.5M |
| 20 | Paladin Wealth, LLC | 2.34% | 93,151 | $4.0M |
| 21 | WealthCare Investment Partners, LLC | 2.08% | 197,881 | $8.6M |
| 22 | First Growth Capital LLC | 1.82% | 55,371 | $2.4M |
| 23 | Brown Financial Advisors | 1.74% | 114,939 | $5.0M |
| 24 | Whitaker-Myers Wealth Managers, LTD. | 1.71% | 236,456 | $10.2M |
| 25 | IAG Wealth Partners, LLC | 1.49% | 347,443 | $15.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|