Institutional Holders (2026 Q1)
28 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPBW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Evolution Wealth Management INC. | 2.49% | 125,237 | $3.4M |
| 2 | Independent Financial Group, LLC | 0.13% | 159,012 | $4.3M |
| 3 | Castle Rock Wealth Management, LLC | 0.12% | 20,100 | $549K |
| 4 | BridgePort Financial Solutions, LLC | 0.09% | 11,843 | $322K |
| 5 | Allianz Se | 0.08% | 277,080 | $7.5M |
| 6 | AE Wealth Management LLC | 0.07% | 446,281 | $12.1M |
| 7 | Strategic Financial Concepts, LLC | 0.06% | 8,353 | $227K |
| 8 | Centaurus Financial, INC. | 0.03% | 23,454 | $638K |
| 9 | Patriot Financial Group Insurance Agency, LLC | 0.02% | 15,072 | $410K |
| 10 | Kestra Advisory Services, LLC | 0.02% | 179,794 | $4.9M |
| 11 | Compound Planning, Inc. | 0.02% | 20,929 | $570K |
| 12 | Old Mission Capital LLC | 0.02% | 35,735 | $973K |
| 13 | Mosley Wealth Management | 0.01% | 1,048 | $28K |
| 14 | Huntington National Bank | 0.01% | 80,642 | $2.2M |
| 15 | CreativeOne Wealth, LLC | 0.01% | 16,926 | $461K |
| 16 | Key Capital Management, INC | 0.00% | 257 | $7K |
| 17 | Diversify Wealth Management, LLC | 0.00% | 9,150 | $258K |
| 18 | Harbour Investments, INC. | 0.00% | 4,964 | $135K |
| 19 | IFP Advisors, Inc | 0.00% | 2,595 | $71K |
| 20 | Cetera Investment Advisers | 0.00% | 46,985 | $1.3M |
| 21 | Osaic Holdings, INC. | 0.00% | 29,878 | $813K |
| 22 | Commonwealth Equity Services, LLC | 0.00% | 20,787 | $566K |
| 23 | Mml Investors Services, LLC | 0.00% | 8,891 | $242K |
| 24 | Envestnet Asset Management Inc | 0.00% | 29,735 | $809K |
| 25 | Raymond James Financial Inc | 0.00% | 9,148 | $249K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|