Institutional Holders (2026 Q1)
84 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YYY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | LJI Wealth Management, LLC | 3.14% | 1,779,584 | $19.6M |
| 2 | Thrive Capital Management, LLC | 1.31% | 539,955 | $6.0M |
| 3 | NWF Advisory Services Inc. | 0.84% | 671,945 | $7.4M |
| 4 | Oakmont Advisory Group, LLC | 0.62% | 50,221 | $578K |
| 5 | Independent Wealth Network Inc. | 0.60% | 182,217 | $2.0M |
| 6 | Intrua Financial, LLC | 0.47% | 415,255 | $4.6M |
| 7 | Seaview Investment Managers LLC | 0.29% | 71,992 | $794K |
| 8 | International Assets Investment Management, LLC | 0.28% | 371,346 | $4.1M |
| 9 | Strategic Financial Concepts, LLC | 0.11% | 39,850 | $440K |
| 10 | Oxinas Partners, LLC | 0.10% | 20,094 | $222K |
| 11 | Certior Financial Group, LLC | 0.10% | 13,988 | $154K |
| 12 | Ignite Planners, LLC | 0.09% | 55,471 | $612K |
| 13 | IFG Advisory, LLC | 0.09% | 2,711 | $30K |
| 14 | Larson Financial Group LLC | 0.08% | 223,493 | $2.5M |
| 15 | Samalin Investment Counsel, LLC | 0.07% | 18,490 | $204K |
| 16 | First Heartland Consultants, Inc. | 0.06% | 68,063 | $751K |
| 17 | Sage Capital Management, LLC | 0.06% | 11,000 | $121K |
| 18 | Key Client Fiduciary Advisors, LLC | 0.05% | 13,880 | $153K |
| 19 | Bison Wealth, LLC | 0.05% | 44,345 | $513K |
| 20 | ODonnell Financial Services, LLC | 0.05% | 12,958 | $143K |
| 21 | Ausdal Financial Partners, Inc. | 0.05% | 93,504 | $1.0M |
| 22 | J.W. Cole Advisors, INC. | 0.04% | 113,629 | $1.3M |
| 23 | Tidemark, LLC | 0.04% | 14,689 | $162K |
| 24 | LFA - Lugano Financial Advisors SA | 0.04% | 6,400 | $70K |
| 25 | CreativeOne Wealth, LLC | 0.04% | 136,863 | $1.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|