Institutional Holders (2026 Q1)
469 + 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 | Warm Springs Advisors Inc. | 0.79% | 136,100 | $935K |
| 3 | BURR FINANCIAL SERVICES, LLC | 0.49% | 90,179 | $620K |
| 4 | BIRCH FINANCIAL GROUP, LLC | 0.44% | 110,039 | $756K |
| 5 | IFC & Insurance Marketing, Inc. | 0.26% | 35,828 | $246K |
| 6 | KERR FINANCIAL PLANNING Corp | 0.19% | 19,000 | $153K |
| 7 | Torrey Growth & Income Advisors | 0.17% | 64,050 | $409K |
| 8 | Alessandra Capital Management, LLC | 0.15% | 17,179 | $171K |
| 9 | COMMONS CAPITAL, LLC | 0.14% | 25,073 | $172K |
| 10 | Trueblood Wealth Management, LLC | 0.11% | 41,200 | $283K |
| 11 | Rakuten Securities, Inc. | 0.11% | 38,546 | $265K |
| 12 | M.E. ALLISON & CO., INC. | 0.09% | 18,900 | $130K |
| 13 | Cane Capital Partners, LLC | 0.09% | 68,000 | $197K |
| 14 | Accel Wealth Management | 0.08% | 45,248 | $311K |
| 15 | R Squared Ltd | 0.07% | 18,860 | $130K |
| 16 | Genesee Capital Advisors, LLC | 0.07% | 24,641 | $169K |
| 17 | STEINBERGANNA WEALTH MANAGEMENT | 0.07% | 20,475 | $141K |
| 18 | TICINO WEALTH | 0.06% | 26,199 | $180K |
| 19 | Cane Capital Partners, LLC | 0.06% | 19,583 | $135K |
| 20 | AssuredPartners Investment Advisors, LLC | 0.05% | 71,493 | $479K |
| 21 | Abel Hall, LLC | 0.05% | 34,306 | $236K |
| 22 | Kessler Investment Group, LLC | 0.05% | 15,286 | $105K |
| 23 | FIRETHORN WEALTH PARTNERS, LLC | 0.05% | 19,000 | $131K |
| 24 | Sterling Investment Counsel, LLC | 0.04% | 22,787 | $157K |
| 25 | Capstone Wealth Management Group LLC | 0.04% | 10,235 | $70K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|