Institutional Holders (2026 Q1)
80 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STK. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | PMG Family Office LLC | 3.25% | 76,670 | $2.9M |
| 2 | Shaker Financial Services, LLC | 1.33% | 100,908 | $3.8M |
| 3 | Advisory Advocates, LLC | 1.25% | 34,264 | $1.3M |
| 4 | Thomas J. Herzfeld Advisors, Inc. | 0.85% | 66,224 | $2.5M |
| 5 | Smith Asset Management Co., LLC | 0.52% | 16,070 | $610K |
| 6 | David J Yvars Group | 0.39% | 18,583 | $705K |
| 7 | Compass Planning Associates Inc | 0.25% | 10,190 | $387K |
| 8 | Alteri Wealth LLC | 0.22% | 18,010 | $683K |
| 9 | Karpus Management, Inc. | 0.22% | 186,368 | $7.1M |
| 10 | Aviance Capital Partners, LLC | 0.20% | 44,424 | $1.7M |
| 11 | Laurel Oak Wealth Management, LLC | 0.14% | 21,649 | $821K |
| 12 | International Assets Investment Management, LLC | 0.08% | 29,254 | $1.1M |
| 13 | 1607 Capital Partners, LLC | 0.07% | 23,955 | $909K |
| 14 | LVZ, Inc. | 0.06% | 13,890 | $527K |
| 15 | Mosaic Family Wealth Partners, LLC | 0.03% | 7,247 | $275K |
| 16 | Meridian Wealth Management, LLC | 0.02% | 17,747 | $673K |
| 17 | IHT Wealth Management, LLC | 0.02% | 22,183 | $841K |
| 18 | Nbc Securities, INC. | 0.02% | 6,654 | $252K |
| 19 | Rhl Group, LLC | 0.02% | 575 | $22K |
| 20 | HUB Investment Partners, LLC | 0.02% | 19,000 | $721K |
| 21 | Wolverine Asset Management LLC | 0.02% | 44,831 | $1.7M |
| 22 | Wealth Preservation Advisors, LLC | 0.02% | 518 | $20K |
| 23 | Kingsview Wealth Management, LLC | 0.02% | 29,450 | $1.1M |
| 24 | Advisors Asset Management, Inc. | 0.01% | 23,503 | $891K |
| 25 | World Investment Advisors | 0.01% | 23,466 | $890K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|