Institutional Investors

Institution Portfolio value Positions Avg position As of
Verus Advisory, Inc. $8 8 $1 March 31, 2026 Previous quarter
Parafestas Anastasios $657 2 $329 March 31, 2026 Previous quarter
Svenska Handelsbanken AB (publ) $1,382 1 $1,382 March 31, 2026 Previous quarter
University of Maryland Foundation, Inc. $5,101 2 $2,551 March 31, 2026 Previous quarter
TradeLink Capital LLC $13,232 25 $529 March 31, 2026 Previous quarter
Davies Financial Advisors, Inc. $14,133 1 $14,133 June 30, 2026
Honeycomb Asset Management LP $19,442 4 $4,861 March 31, 2026 Previous quarter
Altai Capital Management, L.P. $35,031 5 $7,006 March 31, 2026 Previous quarter
TLS Advisors LLC $42,139 16 $2,634 March 31, 2026 Previous quarter
Alken Asset Management Ltd. $55,510 35 $1,586 March 31, 2026 Previous quarter
TANAKA CAPITAL MANAGEMENT INC $59,887 43 $1,393 March 31, 2026 Previous quarter
Kepos Capital LP $61,295 149 $411 March 31, 2026 Previous quarter
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ $62,789 100 $628 June 30, 2026
COURAGE CAPITAL MANAGEMENT LLC $70,624 14 $5,045 March 31, 2026 Previous quarter
RD Finance Ltd $88,134 29 $3,039 March 31, 2026 Previous quarter
Pensionfund Sabic $93,517 76 $1,230 June 30, 2026
MONTCHANIN ASSET MANAGEMENT, LLC $98,128 62 $1,583 June 30, 2026
USCF Advisers LLC $99,876 1 $99,876 June 30, 2026
Ampfield Management, L.P. $100,234 5 $20,047 June 30, 2026
DELPHI MANAGEMENT INC /MA/ $102,283 83 $1,232 June 30, 2026
Envision Financial Transparency, LLC $102,911 56 $1,838 March 31, 2026 Previous quarter
Paradigm Capital Management, LLC/NV $109,127 59 $1,850 March 31, 2026 Previous quarter
Q Global Advisors, LLC $113,385 49 $2,314 March 31, 2026 Previous quarter
Merrithew & Thorsten Inc $117,404 108 $1,087 June 30, 2026
Stillwater Private Wealth, LLC $118,176 78 $1,515 March 31, 2026 Previous quarter
GLOBAL STRATEGIC MANAGEMENT INC $120,438 25 $4,818 March 31, 2026 Previous quarter
Platt Wealth Management LLC $124,376 57 $2,182 June 30, 2026
Strategic Wealth Advisors LLC $124,674 267 $467 March 31, 2026 Previous quarter
Delaware Ladera Management Company, Inc. $128,667 1 $128,667 March 31, 2026 Previous quarter
Sivik Global Healthcare LLC $131,686 34 $3,873 June 30, 2026
Aquamarine Zurich AG $135,303 7 $19,329 March 31, 2026 Previous quarter
Ulland Investment Advisors, LLC $135,560 227 $597 June 30, 2026
Ferguson Johnson Wealth Management Inc $137,151 38 $3,609 June 30, 2026
STONERIDGE INVESTMENT PARTNERS LLC $138,271 128 $1,080 March 31, 2026 Previous quarter
Lesa Sroufe & Co $140,214 67 $2,093 June 30, 2026
MOSAIC FINANCIAL GROUP, LLC $140,872 126 $1,118 March 31, 2026 Previous quarter
Ball & Co Wealth Management Inc. $141,019 73 $1,932 June 30, 2026
Orographic Financial Advisors, LLC $141,051 106 $1,331 March 31, 2026 Previous quarter
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA $141,186 83 $1,701 March 31, 2026 Previous quarter
PIN OAK INVESTMENT ADVISORS INC $141,397 503 $281 March 31, 2026 Previous quarter
Rye Brook Capital LLC $142,600 40 $3,565 June 30, 2026
Covestor Ltd $144,344 2,831 $51 March 31, 2026 Previous quarter
SENTRY INVESTMENT MANAGEMENT LLC $145,741 1 $145,741 March 31, 2026 Previous quarter
Cygnus Capital Advisors, LLC $146,324 111 $1,318 March 31, 2026 Previous quarter
Pinnacle West Asset Management, Inc. $147,128 114 $1,291 March 31, 2026 Previous quarter
Lakehouse Capital Pty Ltd $148,249 13 $11,404 March 31, 2026 Previous quarter
MAGNOLIA CAPITAL MANAGEMENT LTD $148,333 74 $2,005 March 31, 2026 Previous quarter
CROWN ADVISORS MANAGEMENT, INC. $150,656 40 $3,766 March 31, 2026 Previous quarter
DOHENY ASSET MANAGEMENT /CA $153,403 60 $2,557 March 31, 2026 Previous quarter
MOUNT VERNON ASSOCIATES INC /MD/ $153,418 62 $2,474 June 30, 2026
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