Institutional Holders (2026 Q2)
604 + 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. | 11.39% | 203,882 | $19.0M |
| 2 | Clarion Wealth Managment Partners, LLC | 6.72% | 89,143 | $8.3M |
| 3 | Madson Wealth Advisors Inc | 6.11% | 96,283 | $9.0M |
| 4 | Tilia Fiduciary Partners, INC. | 5.28% | 119,232 | $11.1M |
| 5 | Ackerman Capital Advisors, LLC | 5.28% | 280,585 | $26.2M |
| 6 | American Financial Advisors, LLC | 5.25% | 467,369 | $43.6M |
| 7 | Keystone Financial Group, Inc. | 5.15% | 105,057 | $9.8M |
| 8 | Capital Advantage, Inc. | 4.92% | 431,472 | $40.3M |
| 9 | Opus Financial Solutions LLC | 4.65% | 61,793 | $5.8M |
| 10 | Genesis Wealth Advisors, LLC | 4.49% | 80,470 | $7.5M |
| 11 | Ariston Services Group | 4.40% | 85,423 | $8.0M |
| 12 | SWAN Capital LLC | 4.30% | 134,663 | $12.6M |
| 13 | Silver Lake Advisory, LLC | 4.20% | 125,809 | $11.7M |
| 14 | J. Mark Nickell & Co. | 4.12% | 55,320 | $5.2M |
| 15 | VeraBank, N.A. | 3.96% | 256,504 | $24.0M |
| 16 | Buttonwood Financial Advisors Inc. | 3.88% | 136,583 | $12.8M |
| 17 | Bristlecone Value Partners, LLC | 3.87% | 51,562 | $4.8M |
| 18 | B & T Capital Management DBA Alpha Capital Management | 3.78% | 311,596 | $29.1M |
| 19 | Addison Advisors LLC | 3.50% | 79,461 | $7.4M |
| 20 | Red Mountain Financial, LLC | 3.09% | 39,428 | $3.7M |
| 21 | EP Wealth Advisors, LLC | 2.94% | 8,253,048 | $770.7M |
| 22 | Landmark Wealth Management, LLC | 2.89% | 129,206 | $12.1M |
| 23 | Smith Partners Wealth Management, LLC | 2.84% | 38,210 | $3.6M |
| 24 | Revisor Wealth Management LLC | 2.69% | 119,706 | $11.2M |
| 25 | 21 West Wealth Management LLC | 2.54% | 31,802 | $3.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|