Institutional Holders (2026 Q2)
128 + 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 | 4.33% | 33,636 | $2.3M |
| 2 | Zenith Solutions, INC. | 2.33% | 37,311 | $2.6M |
| 3 | WCG Wealth Advisors LLC | 1.29% | 792,172 | $54.5M |
| 4 | Retirement Capital Strategies | 1.20% | 50,281 | $3.5M |
| 5 | Alaska Wealth Advisors, LLC | 1.15% | 153,671 | $10.6M |
| 6 | Basso Capital Management, L.P. | 0.79% | 54,115 | $3.7M |
| 7 | Warner Group LLC | 0.69% | 40,650 | $2.8M |
| 8 | Palladiem, LLC | 0.62% | 9,326 | $642K |
| 9 | GenWealth Group, Inc. | 0.56% | 51,937 | $3.6M |
| 10 | Sage Advisory Services, Ltd.Co. | 0.52% | 15,251 | $1.1M |
| 11 | Fsa Wealth Partners, INC. | 0.51% | 29,830 | $2.1M |
| 12 | Insight Wealth Partners, LLC | 0.50% | 54,015 | $3.7M |
| 13 | Sonoma Allocations LLC | 0.38% | 17,761 | $1.2M |
| 14 | Sheets Smith Wealth Management | 0.31% | 45,112 | $3.1M |
| 15 | Balance Wealth Partners LLC | 0.29% | 15,910 | $1.1M |
| 16 | Weinberger Asset Management, Inc | 0.28% | 12,875 | $883K |
| 17 | Heirloom Wealth Management | 0.17% | 17,172 | $1.2M |
| 18 | Mason & Associates Inc | 0.17% | 14,927 | $1.0M |
| 19 | Veridan Wealth LLC | 0.16% | 7,029 | $484K |
| 20 | Cantor Fitzgerald Investment Advisors L.P. | 0.13% | 28,236 | $1.9M |
| 21 | Abound Financial, LLC | 0.12% | 4,498 | $310K |
| 22 | Potentia Wealth | 0.12% | 4,321 | $298K |
| 23 | Corundum Group, Inc. | 0.12% | 5,852 | $403K |
| 24 | West Bancorporation Inc | 0.12% | 4,035 | $278K |
| 25 | Old Peak Finance LLC | 0.11% | 3,192 | $220K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|