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Ownership

Overview​

The Ownership profile focuses on institutional participation, public float availability, and company structure by highlighting share distribution and reported investor activity. This view is valuable for understanding liquidity constraints, institutional demand, and potential crowding risks that may influence volatility, sentiment, or future price action.

It combines live ownership data with technical and fundamental overlays to help identify stocks with changing levels of institutional engagement or unusually concentrated ownership profiles.

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This profile is updated in real time and filters only common shares across all market sessions.

Strategy Focus​

  • Measure institutional conviction through percentage ownership and total investment dollars.
  • Track investor engagement trends using the count of institutional holders.
  • Assess liquidity and tradability through free float and shares outstanding.
  • Identify low float stocks that may be prone to volatility or high responsiveness to volume.
  • Evaluate company structure and labor size using employee counts.
  • Monitor real-time accumulation or distribution activity using behavioral scoring.

Filters Applied​

  • Ticker Type = Common Shares: Ensures that all metrics apply to standard equity securities and exclude ETFs, SPACs, and derivatives.

Metrics Used​

Price & Market Size​

  • Last Price ($): Current trading price for reference.
  • Market Capitalization ($): Total equity value of the company, used to contextualize the scale of institutional investment. Larger caps typically attract more institutional capital, while smaller caps may indicate early-stage accumulation.
  • Relative Strength 1 Year: Long-term price performance compared to peers. Helps evaluate whether institutions are investing in leaders with sustained momentum or taking positions in potential turnarounds.

Ownership Structure​

  • Institutional Ownership (%): Percentage of shares held by institutions. High ownership suggests strong institutional confidence but may also reduce float and increase crowding risk. Low ownership may indicate overlooked opportunities.
  • Institutional Investors: Number of institutional holders based on filings. A high count implies broad conviction among asset managers, while a low count may signal niche interest or limited discovery.
  • Institutional Investment ($): Total dollar value held by institutions, combining ownership size and price. Reflects the magnitude of institutional commitment and can help distinguish between deep conviction and shallow positions.
  • Shares Free Float (%): Portion of shares available for public trading. Crucial for understanding liquidity and float constraints, especially when paired with high institutional ownership.
  • Shares Outstanding: Total number of issued shares, including insider holdings. Useful for understanding total equity structure and float proportion.
  • Total Shares Float: Absolute number of publicly tradable shares. Important for assessing liquidity, potential price impact, and whether institutional ownership has materially reduced effective supply.

Organizational Context​

  • Employees Full Time: Total number of full-time employees. Indicates company size and operational scale, offering additional context when comparing ownership data across firms.

Sentiment & Support​

  • Accumulation/Distribution Score: Measures recent institutional buying or selling pressure based on volume and price action. Useful for identifying whether institutions are actively accumulating or distributing shares.
  • 52 Week High (%): Distance from the 52-week high. Helps gauge positioning behavior — whether institutions are buying close to highs or establishing early positions far from peak prices.
  • MarketAlpha Rating: Composite score reflecting technical and fundamental strength. High ratings alongside strong institutional ownership may signal conviction-driven setups with high-quality characteristics.

Default Sorting Logic​

This profile is sorted by Market Capitalization (DESC), prioritizing large-cap stocks with extensive institutional exposure or public float.

Practical Use Cases​

  • Identify heavily institutionally backed names with strong conviction or crowding risk.
  • Track emerging institutional interest by watching investor count increases.
  • Spot low float stocks that may experience outsized moves on volume surges.
  • Filter for potential squeeze setups based on float scarcity and high ownership.
  • Assess long-term interest vs. recent behavior by combining ownership with Acc/Dis Scores.
  • Layer with other profiles for insights into ownership concentration vs. performance.