Institutional Investors

Institution Portfolio value Positions Avg position As of
MERIDIAN MANAGEMENT CO $445,123,291 84 $5,299,087 June 30, 2026
SEARLE & CO. $445,134,298 194 $2,294,507 June 30, 2026
Legacy Wealth Partners, LLC $445,256,866 189 $2,355,856 June 30, 2026
Howard Hughes Medical Institute $445,360,854 30 $14,845,362 June 30, 2026
Tyro Capital Management LLC $445,668,368 15 $29,711,225 June 30, 2026
Maniro Ltd $445,714,145 29 $15,369,453 June 30, 2026
CHANNEL WEALTH LLC $445,885,805 188 $2,371,733 June 30, 2026
Fosun International Ltd $446,237,185 73 $6,112,838 June 30, 2026
Wellington Shields & Co., LLC $446,454,160 329 $1,357,004 June 30, 2026
Bath Savings Trust Co $446,460,149 177 $2,522,374 June 30, 2026
RIPOSTE CAPITAL LLC $446,549,900 27 $16,538,885 June 30, 2026
WORLD EQUITY GROUP, INC. $446,619,752 375 $1,190,986 June 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC $446,685,751 484 $922,904 June 30, 2026
Quadrant Private Wealth Management, LLC $446,765,137 177 $2,524,097 June 30, 2026
Ironwood Wealth Management, LLC. $446,853,715 54 $8,275,069 June 30, 2026
O'Neil Global Advisors, Inc. $447,107,623 62 $7,211,413 June 30, 2026
Flagstone Financial Management $447,163,961 77 $5,807,324 June 30, 2026
BROWN WEALTH MANAGEMENT, LLC $447,180,367 134 $3,337,167 June 30, 2026
Dynamic Technology Lab Private Ltd $447,386,000 632 $707,889 June 30, 2026
Watchman Group, Inc. $447,407,604 73 $6,128,871 June 30, 2026
Level Financial Advisors $447,535,251 95 $4,710,897 June 30, 2026
Wealthspring Capital LLC $447,567,318 208 $2,151,766 June 30, 2026
WealthTrust Axiom LLC $447,622,046 302 $1,482,192 June 30, 2026
Mudrick Capital Management, L.P. $447,928,109 4 $111,982,027 June 30, 2026
Windmill Hill Asset Management Ltd $448,093,707 21 $21,337,796 June 30, 2026
Warren Street Wealth Advisors, LLC $448,145,521 156 $2,872,728 June 30, 2026
Hartford Financial Management Inc. $448,177,323 349 $1,284,176 June 30, 2026
Pacific Center for Financial Services $448,187,750 500 $896,376 June 30, 2026
HOME FEDERAL BANK OF TENNESSEE $448,219,062 114 $3,931,746 June 30, 2026
PCG Wealth Advisors, LLC $448,236,766 180 $2,490,204 June 30, 2026
CONTINENTAL GRAIN CO $448,262,427 4 $112,065,607 June 30, 2026
GARDNER LEWIS ASSET MANAGEMENT L P $448,901,257 75 $5,985,350 June 30, 2026
Bregal Sagemount IV General Partner Jersey Ltd $448,960,617 1 $448,960,617 June 30, 2026
Cincinnati Specialty Underwriters Insurance CO $448,986,174 45 $9,977,471 June 30, 2026
Diligent Investors, LLC $449,050,757 357 $1,257,845 June 30, 2026
Strengthening Families & Communities, LLC $449,561,747 845 $532,026 June 30, 2026
KELLY FINANCIAL GROUP LLC $450,059,536 107 $4,206,164 June 30, 2026
WealthPLAN Partners, LLC $450,090,109 227 $1,982,776 June 30, 2026
Anchorage Capital Group, L.L.C. $450,457,456 3 $150,152,485 June 30, 2026
BARD ASSOCIATES INC $450,533,424 292 $1,542,923 June 30, 2026
CWS Financial Advisors, LLC $450,648,914 171 $2,635,374 June 30, 2026
LPWM LLC $450,719,615 98 $4,599,180 June 30, 2026
ENDEAVOUR CAPITAL ADVISORS INC $450,807,531 35 $12,880,215 June 30, 2026
Endure Capital Management, LLC $450,829,001 50 $9,016,580 June 30, 2026
Remedium Capital Partners, LLC $451,627,235 6 $75,271,206 June 30, 2026
Freedom Day Solutions, LLC $451,965,697 134 $3,372,878 June 30, 2026
Leverty Financial Group, LLC $451,992,392 44 $10,272,554 March 31, 2026 Previous quarter
Brand Asset Management Group, Inc. $452,367,548 223 $2,028,554 June 30, 2026
Bulldog Investors, LLP $452,559,454 225 $2,011,375 June 30, 2026
BOSTON RESEARCH & MANAGEMENT INC $452,634,705 121 $3,740,783 June 30, 2026
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