Institutional Holders (2026 Q1)
49 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TEQI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Lantz Financial LLC | 1.14% | 122,306 | $5.5M |
| 2 | Landaas & Co /Wi /Adv | 1.13% | 114,587 | $5.2M |
| 3 | Aprio Wealth Management, LLC | 0.99% | 401,681 | $18.1M |
| 4 | Asset One Wealth Management LLC | 0.51% | 97,974 | $4.6M |
| 5 | Triangle Securities Wealth Management | 0.19% | 18,704 | $842K |
| 6 | Bond & Devick Financial Network, Inc. | 0.08% | 6,472 | $291K |
| 7 | Dynamic Advisor Solutions LLC | 0.08% | 53,313 | $2.4M |
| 8 | Glass Jacobson Investment Advisors llc | 0.06% | 3,792 | $171K |
| 9 | Core Wealth Advisors, Inc. | 0.06% | 5,346 | $241K |
| 10 | Associated Banc-Corp | 0.05% | 37,809 | $1.7M |
| 11 | Oarsman Capital, INC. | 0.04% | 6,661 | $300K |
| 12 | Ascentis Independent Advisors | 0.03% | 10,141 | $457K |
| 13 | Merit Financial Group, LLC | 0.02% | 66,504 | $3.0M |
| 14 | Integrity Alliance, LLC. | 0.02% | 11,190 | $504K |
| 15 | Cwm, LLC | 0.01% | 78,773 | $3.5M |
| 16 | Brooklyn Investment Group | 0.01% | 4,933 | $222K |
| 17 | Harbour Investments, INC. | 0.01% | 9,301 | $419K |
| 18 | Archer Investment Corp | 0.01% | 557 | $25K |
| 19 | Jones Financial Companies Lllp | 0.01% | 246,692 | $10.9M |
| 20 | Kestra Advisory Services, LLC | 0.00% | 22,245 | $1.0M |
| 21 | D.A. Davidson & CO. | 0.00% | 13,497 | $608K |
| 22 | CENTRAL TRUST Co | 0.00% | 3,755 | $169K |
| 23 | Capital Investment Advisory Services, LLC | 0.00% | 950 | $43K |
| 24 | Cetera Investment Advisers | 0.00% | 43,180 | $1.9M |
| 25 | Waverly Advisors, LLC | 0.00% | 5,983 | $269K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|