Institutional Holders (2026 Q1)
64 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SKOR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Cornerstone National Bank & Trust Co | 6.44% | 360,483 | $17.5M |
| 2 | Finward Bancorp | 6.43% | 165,547 | $8.0M |
| 3 | Anderson Financial Strategies, LLC | 6.00% | 225,020 | $10.9M |
| 4 | Cottonwood Capital Advisors, LLC | 1.66% | 48,383 | $2.4M |
| 5 | Harbour Trust & Investment Management Co | 1.59% | 308,684 | $15.0M |
| 6 | Herold Advisors, Inc. | 1.05% | 98,157 | $4.8M |
| 7 | Boltwood Capital Management | 0.95% | 76,597 | $3.7M |
| 8 | Rainier Family Wealth Inc | 0.78% | 23,768 | $1.2M |
| 9 | Tounjian Advisory Partners, LLC | 0.73% | 41,856 | $2.0M |
| 10 | Premier Private Wealth Management LLC | 0.54% | 10,451 | $508K |
| 11 | VestGen Investment Management | 0.38% | 14,038 | $683K |
| 12 | CAP Partners, LLC | 0.36% | 13,254 | $644K |
| 13 | AE Wealth Management LLC | 0.36% | 1,367,312 | $66.5M |
| 14 | Elevated Capital Advisors, LLC | 0.28% | 22,759 | $1.1M |
| 15 | WealthCare Investment Partners, LLC | 0.22% | 16,313 | $791K |
| 16 | Elevated Financial Group LLC | 0.19% | 12,164 | $591K |
| 17 | Cherry Tree Wealth Management, LLC | 0.18% | 17,343 | $843K |
| 18 | Triad Wealth Partners, LLC | 0.16% | 42,563 | $2.1M |
| 19 | Cerity Partners LLC | 0.16% | 2,370,787 | $115.3M |
| 20 | Invst, LLC | 0.11% | 20,301 | $987K |
| 21 | Birchwood Financial Partners, Inc. | 0.08% | 1,800 | $88K |
| 22 | Trilogy Capital Inc. | 0.08% | 37,327 | $1.8M |
| 23 | Pinnacle Financial Partners, Inc. | 0.05% | 141,346 | $6.9M |
| 24 | Kestra Private Wealth Services, LLC | 0.03% | 56,242 | $2.7M |
| 25 | Nations Financial Group Inc, /Ia/ /Adv | 0.03% | 10,989 | $534K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|