IR Superintel — Institutional Ownership Intelligence

Institutional Holders — Q2 2026

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Wealthspire Advisors, LLC7,414

0.0% of portfolio$476.3K

Ethos Financial Group, LLC3,515

0.0% of portfolio$227.5K

Dempze Nancy E3,254

0.1% of portfolio$209.0K

Financial Gravity Companies, Inc.643

0.0% of portfolio$41.3K

				Style	Turnover	Location	Filed
Wealthspire Advisors, LLC	7,414	$476.3K	0.0%	Index	Very Low	New York, NY	2026-08-11
Ethos Financial Group, LLC	3,515	$227.5K	0.0%	ETF	Medium	King Of Prussia, PA	2026-08-07
Dempze Nancy E	3,254	$209.0K	0.1%	Growth	Low	Boston, MA	2026-08-13
Financial Gravity Companies, Inc.	643	$41.3K	0.0%	Core	N/A	Lakeway, TX	2026-08-05