Institutional Holders (2026 Q1)
96 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TAFI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Adapt Wealth Advisors, LLC | 1.88% | 206,338 | $5.2M |
| 2 | Fluent Financial, LLC | 1.39% | 150,790 | $3.8M |
| 3 | Strid Group, LLC | 1.21% | 388,457 | $9.8M |
| 4 | SevenBridge Financial Group, LLC | 1.10% | 277,815 | $7.0M |
| 5 | Whipplewood Advisors, LLC | 1.03% | 78,790 | $2.0M |
| 6 | URS Advisory LLC | 0.84% | 45,650 | $1.1M |
| 7 | ORBA Wealth Advisors, L.L.C. | 0.68% | 22,520 | $567K |
| 8 | Tme Financial, INC. | 0.62% | 35,750 | $900K |
| 9 | Juno Financial Group LLC | 0.59% | 59,494 | $1.5M |
| 10 | Kennedy Investment Group, INC. | 0.50% | 51,003 | $1.3M |
| 11 | Legacy Wealth Advisors, LLC | 0.43% | 33,799 | $851K |
| 12 | Evolve Private Wealth, LLC | 0.43% | 316,192 | $8.0M |
| 13 | Platform Technology Partners | 0.36% | 73,735 | $1.9M |
| 14 | Fourth Dimension Wealth, LLC | 0.32% | 33,169 | $835K |
| 15 | Farmers & Merchants Trust Co of Long Beach | 0.21% | 36,061 | $908K |
| 16 | Ausdal Financial Partners, Inc. | 0.19% | 166,510 | $4.2M |
| 17 | Alliancebernstein L.P. | 0.19% | 22,667,195 | $571.4M |
| 18 | Sagespring Wealth Partners, LLC | 0.18% | 390,975 | $9.8M |
| 19 | Quotient Wealth Partners, LLC | 0.16% | 236,419 | $6.0M |
| 20 | Embree Financial Group | 0.16% | 52,755 | $1.3M |
| 21 | Legacy Capital Wealth Partners, LLC | 0.16% | 29,931 | $754K |
| 22 | Encompass Wealth Advisors, LLC | 0.16% | 17,700 | $446K |
| 23 | Elequin Capital, LP | 0.14% | 64,429 | $1.6M |
| 24 | IHT Wealth Management, LLC | 0.11% | 193,769 | $4.9M |
| 25 | Alliance Wealth Advisors, LLC | 0.11% | 10,100 | $254K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|