IR Superintel — Institutional Ownership Intelligence

Institutional Holders — Q3 2026

Sort by

Stonekeep Investments, LLC2,203

0.5% of portfolio$863.5K

Fulton Bank, N.A.2,041

0.0% of portfolio$800.2K

Williams Jones Wealth Management, Llc.1,300

0.0% of portfolio$509.5K

Coston, McIsaac & Partners595

0.0% of portfolio$233.3K

				Style	Turnover	Location	Filed
Stonekeep Investments, LLC	2,203	$863.5K	0.5%	ETF	Low	Sante Fe, NM	2026-10-15
Fulton Bank, N.A.	2,041	$800.2K	0.0%	Core	Low	Lancaster, PA	2026-10-14
Williams Jones Wealth Management, Llc.	1,300	$509.5K	0.0%	Growth	Low	New York, NY	2026-11-05
Coston, McIsaac & Partners	595	$233.3K	0.0%	Value	Low	Bar Harbor, ME	2026-11-06