Institutional Holders (2026 Q1)
449 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SOUN. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Kieckhefer Group LLC | 0.82% | 254,000 | $1.7M |
| 2 | Themes Management Co LLC | 0.81% | 191,444 | $1.3M |
| 3 | Warm Springs Advisors Inc. | 0.79% | 136,100 | $935K |
| 4 | AlphaCentric Advisors LLC | 0.51% | 75,000 | $515K |
| 5 | Burr Financial Services, LLC | 0.49% | 90,179 | $620K |
| 6 | Birch Financial Group, LLC | 0.44% | 110,039 | $756K |
| 7 | Scientech Research LLC | 0.42% | 72,826 | $500K |
| 8 | Defiance ETFs, LLC | 0.38% | 3,836,136 | $26.4M |
| 9 | Havemeyer Place LP | 0.28% | 349,494 | $2.4M |
| 10 | IFC & Insurance Marketing, Inc. | 0.26% | 35,828 | $246K |
| 11 | Bayesian Capital Management, LP | 0.19% | 23,100 | $159K |
| 12 | KERR FINANCIAL PLANNING Corp | 0.19% | 19,000 | $153K |
| 13 | Headlands Technologies LLC | 0.18% | 224,126 | $1.5M |
| 14 | Torrey Growth & Income Advisors | 0.17% | 64,050 | $409K |
| 15 | Wealth Management Associates, Inc. | 0.17% | 70,445 | $484K |
| 16 | Alessandra Capital Management, LLC | 0.15% | 17,179 | $171K |
| 17 | Crawford Fund Management, LLC | 0.15% | 112,000 | $769K |
| 18 | Commons Capital, LLC | 0.14% | 25,073 | $172K |
| 19 | Keynote Financial Services LLC | 0.14% | 37,321 | $256K |
| 20 | Fieldview Capital Management, LLC | 0.14% | 67,861 | $466K |
| 21 | Trueblood Wealth Management, LLC | 0.11% | 41,200 | $283K |
| 22 | Rakuten Securities, Inc. | 0.11% | 38,546 | $265K |
| 23 | Concorde Asset Management, LLC | 0.10% | 30,860 | $212K |
| 24 | Authentikos Wealth Advisory, LLC | 0.10% | 22,262 | $153K |
| 25 | Voloridge Investment Management, LLC | 0.10% | 3,650,272 | $25.1M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|