Institutional Holders (2026 Q2)
21 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WSBK. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Northstar Financial Companies, Inc. | 0.62% | 70,000 | $920K |
| 2 | Oppenheimer & Close, LLC | 0.41% | 50,000 | $657K |
| 3 | Mangrove Partners IM, LLC | 0.16% | 186,201 | $2.4M |
| 4 | Sachetta, LLC | 0.05% | 8,000 | $105K |
| 5 | RFG - Bristol Wealth Advisors, LLC | 0.03% | 10,158 | $133K |
| 6 | EagleClaw Capital Managment, LLC | 0.03% | 16,000 | $210K |
| 7 | Integrated Wealth Concepts LLC | 0.01% | 82,000 | $1.1M |
| 8 | Steward Partners Investment Advisory, LLC | 0.00% | 19,127 | $251K |
| 9 | Eastern Bank | 0.00% | 4,000 | $53K |
| 10 | Renaissance Technologies LLC | 0.00% | 31,400 | $413K |
| 11 | Alliancebernstein L.P. | 0.00% | 24,656 | $313K |
| 12 | Raymond James Financial Inc | 0.00% | 20,000 | $263K |
| 13 | Vanguard Fiduciary Trust Co | 0.00% | 22,708 | $298K |
| 14 | Tower Research Capital LLC (TRC) | 0.00% | 157 | $2K |
| 15 | Vanguard Capital Management LLC | 0.00% | 178,941 | $2.4M |
| 16 | LPL Financial LLC | 0.00% | 15,500 | $204K |
| 17 | Royal Bank of Canada | 0.00% | 2,000 | $26K |
| 18 | BlackRock, Inc. | 0.00% | 14,202 | $187K |
| 19 | Osaic Holdings, INC. | 0.00% | 16 | — |
| 20 | UBS Group AG | 0.00% | 18 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|