Institutional Holders (2026 Q1)
45 + 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 | 5.56% | 1,450,990 | $52.8M |
| 2 | S&T Bank/Pa | 2.97% | 218,418 | $8.0M |
| 3 | Meriwether Wealth & Planning, LLC | 2.56% | 128,484 | $4.7M |
| 4 | K2 Financial Inc. | 1.80% | 64,103 | $2.5M |
| 5 | WPG Advisers, LLC | 0.45% | 16,826 | $613K |
| 6 | Compass Capital Corp /Ma/ /Adv | 0.29% | 20,851 | $819K |
| 7 | Cassady Wealth & Retirement Planning, LLC | 0.28% | 10,867 | $423K |
| 8 | Sei Investments Co | 0.28% | 8,212,136 | $299.0M |
| 9 | Lynx Investment Advisory | 0.20% | 11,376 | $414K |
| 10 | Accelerate Investment Advisors LLC | 0.14% | 5,692 | $207K |
| 11 | Stewardship Advisors, LLC | 0.11% | 13,222 | $481K |
| 12 | United Advisor Group, LLC | 0.10% | 23,382 | $851K |
| 13 | Cahill Financial Advisors Inc | 0.08% | 20,358 | $741K |
| 14 | Csenge Advisory Group | 0.06% | 36,320 | $1.3M |
| 15 | Whipplewood Advisors, LLC | 0.06% | 2,911 | $106K |
| 16 | Diversified Enterprises, LLC | 0.05% | 25,178 | $917K |
| 17 | Silver Grove Financial Group, Inc. | 0.04% | 1,380 | $50K |
| 18 | Merit Financial Group, LLC | 0.04% | 146,412 | $5.3M |
| 19 | Ameritas Advisory Services, LLC | 0.04% | 27,358 | $996K |
| 20 | Exencial Wealth Advisors, LLC | 0.03% | 29,077 | $1.1M |
| 21 | Beacon Pointe Advisors, LLC | 0.03% | 147,753 | $5.4M |
| 22 | Rossby Financial, LCC | 0.02% | 2,173 | $79K |
| 23 | Perigon Wealth Management, LLC | 0.01% | 20,722 | $754K |
| 24 | Apella Capital, LLC | 0.01% | 20,896 | $808K |
| 25 | Truist Financial Corp | 0.01% | 152,525 | $5.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|