Institutional Holders (2026 Q1)
36 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPBU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Transcendent Capital Group LLC | 7.66% | 618,856 | $16.8M |
| 2 | Optima Capital LLC | 3.19% | 252,742 | $6.9M |
| 3 | Core Wealth Advisors, Inc. | 1.20% | 184,766 | $5.0M |
| 4 | Stonebridge Financial Group, LLC / MO | 1.08% | 47,137 | $1.3M |
| 5 | Guardian Capital, LLC | 0.66% | 25,335 | $688K |
| 6 | Patriot Financial Group Insurance Agency, LLC | 0.26% | 167,588 | $4.6M |
| 7 | CGN Advisors LLC | 0.19% | 88,212 | $2.4M |
| 8 | Madrona Financial Services, LLC | 0.19% | 31,712 | $862K |
| 9 | Strategic Financial Concepts, LLC | 0.14% | 21,003 | $571K |
| 10 | Savant Capital, LLC | 0.13% | 1,005,270 | $27.3M |
| 11 | SageGuard Financial Group, LLC | 0.09% | 21,711 | $590K |
| 12 | Harbour Investments, INC. | 0.07% | 176,861 | $4.8M |
| 13 | Advisory Services Network, LLC | 0.07% | 204,205 | $5.5M |
| 14 | Capital Investment Advisory Services, LLC | 0.05% | 26,082 | $709K |
| 15 | Discipline Wealth Solutions, LLC | 0.05% | 16,034 | $436K |
| 16 | Clear Creek Financial Management, LLC | 0.03% | 14,520 | $395K |
| 17 | Allianz Se | 0.02% | 53,132 | $1.4M |
| 18 | Osaic Holdings, INC. | 0.01% | 339,849 | $9.2M |
| 19 | Commonwealth Equity Services, LLC | 0.01% | 268,466 | $7.3M |
| 20 | Stephens Inc /Ar/ | 0.01% | 25,280 | $687K |
| 21 | Cetera Investment Advisers | 0.01% | 207,000 | $5.6M |
| 22 | Old Mission Capital LLC | 0.01% | 12,484 | $339K |
| 23 | AE Wealth Management LLC | 0.00% | 19,868 | $540K |
| 24 | MAI Capital Management | 0.00% | 14,923 | $405K |
| 25 | Mml Investors Services, LLC | 0.00% | 26,408 | $718K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|