Institutional Holders (2026 Q1)
119 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SNPE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Investment Counsel Co of Nevada | 4.53% | 33,820 | $2.0M |
| 2 | WCG Wealth Advisors LLC | 1.60% | 958,234 | $57.1M |
| 3 | Alaska Wealth Advisors, LLC | 1.14% | 159,889 | $9.5M |
| 4 | Retirement Capital Strategies | 0.86% | 38,395 | $2.3M |
| 5 | Warner Group LLC | 0.80% | 20,475 | $1.2M |
| 6 | GenWealth Group, Inc. | 0.54% | 52,993 | $3.2M |
| 7 | Palladiem, LLC | 0.53% | 9,326 | $555K |
| 8 | Insight Wealth Partners, LLC | 0.43% | 51,197 | $3.0M |
| 9 | Sonoma Allocations LLC | 0.33% | 15,871 | $957K |
| 10 | Balance Wealth, LLC | 0.33% | 17,657 | $1.1M |
| 11 | Sheets Smith Wealth Management | 0.31% | 46,703 | $2.8M |
| 12 | Weinberger Asset Management, Inc | 0.28% | 12,610 | $751K |
| 13 | Rf&L Wealth Management, LLC | 0.21% | 4,697 | $280K |
| 14 | Mason & Associates Inc | 0.17% | 14,927 | $864K |
| 15 | Veridan Wealth LLC | 0.16% | 7,442 | $443K |
| 16 | Heirloom Wealth Management | 0.16% | 15,077 | $898K |
| 17 | Cantor Fitzgerald Investment Advisors L.P. | 0.12% | 28,192 | $1.7M |
| 18 | West Bancorporation Inc | 0.12% | 4,035 | $240K |
| 19 | Abound Financial, LLC | 0.12% | 4,497 | $268K |
| 20 | Corundum Group, Inc. | 0.12% | 5,799 | $345K |
| 21 | Grey Ledge Advisors, LLC | 0.10% | 7,308 | $435K |
| 22 | Gateway Wealth Partners, LLC | 0.09% | 40,858 | $2.4M |
| 23 | Jupiter Wealth Management LLC | 0.09% | 3,324 | $226K |
| 24 | MJT & Associates Financial Advisory Group, Inc. | 0.09% | 1,974 | $118K |
| 25 | Choreo, LLC | 0.08% | 108,206 | $6.4M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|