Institutional Holders (2026 Q1)
42 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SIHY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Croban | 4.22% | 200,152 | $9.0M |
| 2 | WT Wealth Management | 1.68% | 125,948 | $5.6M |
| 3 | BlueStem Wealth Partners, LLC | 1.29% | 258,668 | $11.6M |
| 4 | Pictet North America Advisors SA | 1.15% | 257,422 | $11.5M |
| 5 | Beta Wealth Group, Inc. | 0.82% | 44,184 | $2.0M |
| 6 | Flagship Harbor Advisors, LLC | 0.14% | 70,153 | $3.1M |
| 7 | SK Wealth Management, LLC | 0.12% | 9,931 | $445K |
| 8 | Independence Asset Advisors, LLC | 0.10% | 6,258 | $279K |
| 9 | LongView Wealth Management | 0.09% | 7,524 | $342K |
| 10 | Greenwood Capital Associates LLC | 0.06% | 12,450 | $558K |
| 11 | Proactive Wealth Strategies LLC | 0.04% | 4,468 | $200K |
| 12 | IFP Advisors, Inc | 0.03% | 35,989 | $1.6M |
| 13 | Archford Capital Strategies, LLC | 0.03% | 5,000 | $224K |
| 14 | 1620 Investment Advisors, INC. | 0.02% | 823 | $37K |
| 15 | Integrated Wealth Concepts LLC | 0.02% | 53,024 | $2.4M |
| 16 | Bar Harbor Wealth Management | 0.01% | 4,876 | $218K |
| 17 | Banque Pictet & Cie SA | 0.01% | 31,600 | $1.4M |
| 18 | Private Advisor Group, LLC | 0.01% | 40,192 | $1.8M |
| 19 | Independent Advisor Alliance | 0.01% | 14,910 | $668K |
| 20 | Toth Financial Advisory Corp | 0.01% | 1,361 | $61K |
| 21 | Stratos Wealth Partners, LTD. | 0.01% | 12,239 | $548K |
| 22 | Mml Investors Services, LLC | 0.00% | 29,429 | $1.3M |
| 23 | International Assets Investment Management, LLC | 0.00% | 1,162 | $52K |
| 24 | Osaic Holdings, INC. | 0.00% | 50,394 | $2.3M |
| 25 | Equitable Holdings, Inc. | 0.00% | 10,753 | $491K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|