Institutional Holders (2026 Q1)
45 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TAFM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | LVW Advisors, LLC | 2.35% | 977,159 | $24.7M |
| 2 | FSM Wealth Advisors, LLC | 1.73% | 531,658 | $13.4M |
| 3 | Advisory Resource Group | 0.53% | 121,992 | $3.1M |
| 4 | NorthRock Partners, LLC | 0.51% | 1,242,535 | $31.4M |
| 5 | Barnes Pettey Financial Advisors, LLC | 0.41% | 37,369 | $945K |
| 6 | PMG Wealth Management, Inc. | 0.34% | 18,550 | $468K |
| 7 | Leverty Financial Group, LLC | 0.31% | 56,182 | $1.4M |
| 8 | Legacy Capital Wealth Partners, LLC | 0.23% | 43,298 | $1.1M |
| 9 | Ausdal Financial Partners, Inc. | 0.17% | 155,459 | $3.9M |
| 10 | Capital Investment Counsel, Inc | 0.11% | 35,464 | $897K |
| 11 | Alliancebernstein L.P. | 0.09% | 11,035,495 | $280.5M |
| 12 | Steward Partners Investment Advisory, LLC | 0.09% | 697,077 | $17.6M |
| 13 | First American Trust, Fsb | 0.06% | 36,641 | $927K |
| 14 | BOS Asset Management, LLC | 0.05% | 8,085 | $205K |
| 15 | Huntleigh Advisors, Inc. | 0.04% | 9,700 | $245K |
| 16 | Dynasty Wealth Management, LLC | 0.04% | 170,335 | $4.3M |
| 17 | Beacon Pointe Advisors, LLC | 0.03% | 237,052 | $6.0M |
| 18 | Concurrent Investment Advisors, LLC | 0.02% | 85,867 | $2.2M |
| 19 | NewEdge Advisors, LLC | 0.02% | 14,160 | $495K |
| 20 | HighTower Advisors, LLC | 0.02% | 601,015 | $15.2M |
| 21 | Sagespring Wealth Partners, LLC | 0.01% | 31,980 | $809K |
| 22 | Cresset Asset Management, LLC | 0.01% | 131,263 | $3.3M |
| 23 | Advisory Services Network, LLC | 0.01% | 35,242 | $891K |
| 24 | Great Valley Advisor Group, INC. | 0.01% | 23,440 | $593K |
| 25 | Truist Financial Corp | 0.01% | 298,993 | $7.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|