Institutional Holders (2026 Q2)
56 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SEIQ. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Summit Wealth Group LLC / Co | 5.37% | 1,645,704 | $64.9M |
| 2 | S&T Bank/Pa | 2.95% | 249,473 | $9.8M |
| 3 | K2 Financial Inc. | 1.90% | 66,846 | $2.7M |
| 4 | Petra Financial Advisors Inc | 0.45% | 24,551 | $968K |
| 5 | WPG Advisers, LLC | 0.38% | 16,519 | $651K |
| 6 | Compass Capital Corp /Ma/ /Adv | 0.36% | 26,085 | $1.1M |
| 7 | Sei Investments Co | 0.30% | 8,644,643 | $340.7M |
| 8 | Cassady Wealth & Retirement Planning, LLC | 0.21% | 11,508 | $454K |
| 9 | Lynx Investment Advisory | 0.15% | 11,789 | $465K |
| 10 | Accelerate Investment Advisors LLC | 0.13% | 5,692 | $224K |
| 11 | Stewardship Advisors, LLC | 0.11% | 13,560 | $534K |
| 12 | United Advisor Group, LLC | 0.10% | 23,679 | $933K |
| 13 | Cahill Financial Advisors Inc | 0.08% | 19,904 | $784K |
| 14 | Csenge Advisory Group | 0.06% | 36,775 | $1.4M |
| 15 | Whipplewood Advisors, LLC | 0.06% | 2,100 | $83K |
| 16 | Diversified Enterprises, LLC | 0.05% | 27,470 | $1.1M |
| 17 | Merit Financial Group, LLC | 0.05% | 197,588 | $7.8M |
| 18 | Silver Grove Financial Group, Inc. | 0.03% | 1,380 | $54K |
| 19 | Beacon Pointe Advisors, LLC | 0.03% | 151,625 | $6.0M |
| 20 | Global Retirement Partners, LLC | 0.02% | 41,412 | $1.6M |
| 21 | LexAurum Advisors, LLC | 0.02% | 5,130 | $202K |
| 22 | Rossby Financial, LCC | 0.02% | 2,672 | $105K |
| 23 | Perigon Wealth Management, LLC | 0.01% | 21,140 | $833K |
| 24 | TOP Private Wealth LLC. | 0.01% | 328 | $13K |
| 25 | Apella Capital, LLC | 0.01% | 17,620 | $713K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|