Institutional Holders (2026 Q1)
66 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YSEP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sterling Manor Financial, LLC | 5.60% | 342,177 | $9.0M |
| 2 | LM Advisors LLC | 3.18% | 5,268 | $201K |
| 3 | Avantra Family Wealth, Inc. | 1.10% | 56,587 | $1.5M |
| 4 | SOA Wealth Advisors, LLC. | 0.45% | 90,227 | $2.4M |
| 5 | Wealthgarden F.S. LLC | 0.44% | 24,656 | $645K |
| 6 | Noble Wealth Management PBC | 0.42% | 32,237 | $844K |
| 7 | Winnow Wealth LLC | 0.25% | 12,339 | $323K |
| 8 | Five Pine Wealth Management | 0.24% | 15,044 | $394K |
| 9 | Legacy Solutions, LLC | 0.22% | 8,955 | $234K |
| 10 | Grantvest Financial Group LLC | 0.17% | 10,040 | $263K |
| 11 | 1776 Wealth LLC | 0.13% | 12,339 | $323K |
| 12 | Benson Wealth Management INC | 0.13% | 3,533 | $92K |
| 13 | Ignite Planners, LLC | 0.12% | 28,921 | $757K |
| 14 | Clear Creek Financial Management, LLC | 0.11% | 54,281 | $1.4M |
| 15 | Modern Wealth Management, LLC | 0.10% | 217,773 | $5.7M |
| 16 | Diligent Investors, LLC | 0.08% | 12,350 | $323K |
| 17 | Silver Oak Securities, Incorporated | 0.07% | 38,110 | $997K |
| 18 | Anfield Capital Management, LLC | 0.06% | 7,710 | $202K |
| 19 | NorthCrest Asset Manangement, LLC | 0.05% | 65,025 | $1.7M |
| 20 | DHJJ Financial Advisors, Ltd. | 0.05% | 5,249 | $137K |
| 21 | Kintra Wealth, LLC | 0.04% | 22,606 | $592K |
| 22 | Sunbelt Securities, Inc. | 0.04% | 23,641 | $619K |
| 23 | Integrity Financial Corp /WA | 0.04% | 2,885 | $76K |
| 24 | Whipplewood Advisors, LLC | 0.03% | 2,193 | $57K |
| 25 | Signature Equity Partners, LLC | 0.02% | 1,565 | $41K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|