Institutional Holders (2026 Q2)
295 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPGP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Campbell Deegan Wealth Management, LLC | 17.14% | 197,674 | $24.2M |
| 2 | Longview Financial Advisors, Inc. | 8.12% | 113,518 | $13.9M |
| 3 | Darrow Company, Inc. | 5.40% | 113,925 | $13.9M |
| 4 | Howard Financial Services, LTD. | 4.00% | 327,925 | $40.1M |
| 5 | Grange Capital, LLC | 3.95% | 35,063 | $4.3M |
| 6 | Elevation Capital Advisory, LLC | 3.78% | 80,162 | $9.8M |
| 7 | Cedar Wealth Management, LLC | 3.17% | 100,836 | $12.3M |
| 8 | WESCAP Management Group, Inc. | 2.60% | 113,777 | $13.9M |
| 9 | Alhambra Investment Management LLC | 2.48% | 46,553 | $5.7M |
| 10 | Johnson & White Wealth Management, LLC | 2.30% | 50,271 | $6.1M |
| 11 | Finward Bancorp | 1.84% | 19,789 | $2.4M |
| 12 | Tme Financial, INC. | 1.33% | 17,596 | $2.2M |
| 13 | First United Bank & Trust | 1.27% | 36,039 | $4.4M |
| 14 | Baron Financial Group, LLC | 1.04% | 17,775 | $2.2M |
| 15 | Beacon Financial Planning, Inc | 1.00% | 24,028 | $2.9M |
| 16 | WealthTrak Capital Management LLC | 0.93% | 11,612 | $1.4M |
| 17 | Pine Harbor Wealth Management, LLC | 0.77% | 23,646 | $2.9M |
| 18 | Financial Alternatives, Inc | 0.74% | 12,301 | $1.5M |
| 19 | Genesis Private Wealth, LLC | 0.72% | 20,843 | $2.5M |
| 20 | Schrum Private Wealth Management LLC | 0.66% | 6,241 | $641K |
| 21 | Marble Wealth, LLC | 0.64% | 33,955 | $4.2M |
| 22 | Centerpoint Advisory Group | 0.57% | 7,388 | $903K |
| 23 | Hudock, Inc. | 0.57% | 36,350 | $4.4M |
| 24 | Milestone Investment Advisors LLC | 0.52% | 19,857 | $2.4M |
| 25 | Flagship Harbor Advisors, LLC | 0.52% | 110,158 | $13.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|