Institutional Holders (2026 Q1)
585 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VIGI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | GEN Financial Management, INC. | 11.11% | 202,792 | $17.9M |
| 2 | Clarion Wealth Managment Partners, LLC | 8.08% | 100,764 | $8.9M |
| 3 | Madson Wealth Advisors Inc | 7.10% | 96,543 | $8.5M |
| 4 | Tilia Fiduciary Partners, INC. | 6.09% | 125,318 | $11.1M |
| 5 | Navalign, LLC | 5.77% | 258,797 | $22.9M |
| 6 | Ackerman Capital Advisors, LLC | 5.63% | 310,912 | $27.5M |
| 7 | Opus Financial Solutions LLC | 5.51% | 66,145 | $5.9M |
| 8 | American Financial Advisors, LLC | 5.35% | 453,226 | $40.1M |
| 9 | Capital Advantage, Inc. | 5.04% | 435,687 | $38.5M |
| 10 | Keystone Financial Group, Inc. | 4.72% | 102,741 | $9.1M |
| 11 | Ariston Services Group | 4.52% | — | $7.6M |
| 12 | Silver Lake Advisory, LLC | 4.46% | 127,017 | $11.2M |
| 13 | VeraBank, N.A. | 4.43% | 273,590 | $24.2M |
| 14 | J. Mark Nickell & Co. | 4.08% | 44,481 | $3.9M |
| 15 | Bristlecone Value Partners, LLC | 4.01% | 51,553 | $4.6M |
| 16 | B & T Capital Management DBA Alpha Capital Management | 3.95% | 308,271 | $27.3M |
| 17 | SWAN Capital LLC | 3.94% | 121,164 | $10.7M |
| 18 | Buttonwood Financial Advisors Inc. | 3.76% | 127,170 | $11.2M |
| 19 | Keeler & Nadler Financial Planning & Wealth Management | 3.62% | 120,568 | $10.7M |
| 20 | Smith Partners Wealth Management, LLC | 3.43% | 43,228 | $3.8M |
| 21 | Red Mountain Financial, LLC | 3.20% | 38,375 | $3.4M |
| 22 | EP Wealth Advisors, LLC | 3.15% | 7,239,592 | $640.4M |
| 23 | Landmark Wealth Management, LLC | 2.96% | 125,044 | $11.1M |
| 24 | Financial Perspectives, Inc | 2.73% | 110,433 | $9.8M |
| 25 | Dagco, INC. | 2.68% | 139,728 | $12.4M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|