Institutional Holders (2026 Q1)
39 + 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 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 0.41% | 37,369 | $945K |
| 4 | PMG Wealth Management, Inc. | 0.34% | 18,550 | $468K |
| 5 | Leverty Financial Group, LLC | 0.31% | 56,182 | $1.4M |
| 6 | Capital Investment Counsel, Inc | 0.11% | 35,464 | $897K |
| 7 | BOS Asset Management, LLC | 0.05% | 8,085 | $205K |
| 8 | Huntleigh Advisors, Inc. | 0.04% | 9,700 | $245K |
| 9 | Concurrent Investment Advisors, LLC | 0.02% | 85,867 | $2.2M |
| 10 | HighTower Advisors, LLC | 0.02% | 601,015 | $15.2M |
| 11 | SAGESPRING WEALTH PARTNERS, LLC | 0.01% | 31,980 | $809K |
| 12 | TRUIST FINANCIAL CORP | 0.01% | 298,993 | $7.6M |
| 13 | Private Advisor Group, LLC | 0.01% | 73,148 | $1.9M |
| 14 | CARY STREET PARTNERS FINANCIAL LLC | 0.01% | 11,887 | $301K |
| 15 | PRIVATE TRUST CO NA | 0.01% | 3,094 | $78K |
| 16 | LPL Financial LLC | 0.01% | 843,329 | $21.3M |
| 17 | Kestra Advisory Services, LLC | 0.00% | 46,873 | $1.2M |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 85,963 | $2.2M |
| 19 | MML INVESTORS SERVICES, LLC | 0.00% | 42,328 | $1.1M |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 281,262 | $7.1M |
| 21 | Cambridge Investment Research Advisors, Inc. | 0.00% | 23,247 | — |
| 22 | Sanctuary Advisors, LLC | 0.00% | 10,198 | $258K |
| 23 | FIFTH THIRD BANCORP | 0.00% | 3,530 | $89K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|