Institutional Holders (2026 Q3)
45 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TTEQ. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | 4J Wealth Management LLC | 4.87% | 236,985 | $10.5M |
| 2 | SageGuard Financial Group, LLC | 1.59% | 257,695 | $11.5M |
| 3 | Integrity Wealth Partners, LLC | 1.42% | 41,240 | $1.8M |
| 4 | RM Financial Services, LLC | 0.43% | 12,674 | $563K |
| 5 | PCG Wealth Advisors, LLC | 0.22% | 23,312 | $1.0M |
| 6 | Wealthcare Capital Partners, LLC | 0.20% | 11,330 | $504K |
| 7 | Bluesphere Advisors LLC | 0.20% | 14,346 | $638K |
| 8 | United Advisor Group, LLC | 0.19% | 45,082 | $2.0M |
| 9 | Clear Harbor Asset Management, LLC | 0.16% | 61,014 | $2.7M |
| 10 | Tandem Capital Management Corp /Adv | 0.11% | 5,746 | $255K |
| 11 | Requisite Capital Management, LLC | 0.10% | 14,441 | $642K |
| 12 | Independent Financial Group, LLC | 0.09% | 110,518 | $4.9M |
| 13 | Asio Capital, LLC | 0.09% | 16,040 | $713K |
| 14 | Family Office Research LLC | 0.08% | 4,675 | $208K |
| 15 | Gladstone Institutional Advisory LLC | 0.08% | 59,874 | $2.7M |
| 16 | Berbice Capital Management LLC | 0.06% | 2,800 | $124K |
| 17 | Cora Capital Advisors LLC | 0.06% | 4,835 | $215K |
| 18 | Joel Isaacson & Co., LLC | 0.05% | 35,700 | $1.6M |
| 19 | Western Wealth Management, LLC | 0.02% | 14,090 | $626K |
| 20 | Realta Investment Advisors | 0.02% | 1,425 | $63K |
| 21 | Essex Financial Services, Inc. | 0.01% | 6,972 | $310K |
| 22 | LPL Financial LLC | 0.01% | 1,431,467 | $63.6M |
| 23 | Baird Financial Group, Inc. | 0.01% | 223,304 | $9.9M |
| 24 | OneDigital Investment Advisors LLC | 0.01% | 36,327 | $1.6M |
| 25 | Sax Wealth Advisors, LLC | 0.01% | 6,425 | $286K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|