Institutional Investors

Institution Portfolio value Positions Avg position As of
CANNELL CAPITAL LLC $149,123,084 36 $4,142,308 June 30, 2026
Green Alpha Advisors, LLC $149,052,519 113 $1,319,049 June 30, 2026
Cravens & Co Advisors, LLC $148,962,211 67 $2,223,317 June 30, 2026
SEVEN MILE ADVISORY $148,941,433 158 $942,667 June 30, 2026
Vested Financial Planning, LLC $148,875,659 29 $5,133,643 June 30, 2026
Oder Investment Management, LLC $148,853,385 113 $1,317,287 June 30, 2026
Pine Haven Investment Counsel, Inc $148,811,406 116 $1,282,857 June 30, 2026
J2 Capital Management Inc $148,735,778 123 $1,209,234 June 30, 2026
Sage Investment Advisers LLC $148,665,023 98 $1,516,990 June 30, 2026
Forty-three Eighteen Advisors, LLC $148,627,694 74 $2,008,482 June 30, 2026
FIDUCIARY ADVISORS, INC. $148,627,407 155 $958,886 June 30, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC $148,601,710 70 $2,122,882 June 30, 2026
HAMILTON LANE ADVISORS LLC $148,587,496 14 $10,613,393 June 30, 2026
Whipplewood Advisors, LLC $148,578,807 636 $233,614 June 30, 2026
HOERTKORN RICHARD CHARLES $148,561,704 71 $2,092,418 June 30, 2026
swisspartners Advisors Ltd $148,440,675 23 $6,453,942 June 30, 2026
Northstar Financial Companies, Inc. $148,410,595 117 $1,268,467 June 30, 2026
Morgan Creek Capital Management, LLC $148,406,335 15 $9,893,756 June 30, 2026
Tuttle Capital Management, LLC $148,402,518 116 $1,279,332 June 30, 2026
MONETTA FINANCIAL SERVICES INC $148,398,320 59 $2,515,226 June 30, 2026
Ivory Union Consulting Ltd $148,398,204 3 $49,466,068 June 30, 2026
Bank & Trust Co $148,391,573 304 $488,130 March 31, 2026 Previous quarter
Phil A. Younker & Associates, Ltd. $148,389,053 29 $5,116,864 June 30, 2026
Accordant Advisory Group Inc $148,270,881 242 $612,690 June 30, 2026
Perissos Private Wealth Management, LLC $148,259,580 79 $1,876,704 June 30, 2026
Vertex Investment Solutions Co., Ltd. $148,213,300 26 $5,700,512 June 30, 2026
Nolet Wealth Management, LLC $148,207,149 92 $1,610,947 March 31, 2026 Previous quarter
Peapod Lane Capital LLC $148,196,061 61 $2,429,444 June 30, 2026
Nitor Capital Management LLC $148,145,118 24 $6,172,713 June 30, 2026
9823 Capital, L.P. $148,084,394 33 $4,487,406 June 30, 2026
MOON CAPITAL MANAGEMENT LP $148,079,206 14 $10,577,086 June 30, 2026
NORTHLAND SECURITIES, INC. $148,074,379 117 $1,265,593 June 30, 2026
Harbour Wealth Management Group, Inc. $147,953,492 89 $1,662,399 June 30, 2026
Ahara Advisors LLC $147,883,031 55 $2,688,782 June 30, 2026
Total Wealth Planning & Management, Inc. $147,876,048 215 $687,796 June 30, 2026
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. $147,874,564 12 $12,322,880 June 30, 2026
Blake Schutter Theil Wealth Advisors, LLC $147,836,731 110 $1,343,970 June 30, 2026
Taconic Capital Advisors LP $147,826,472 14 $10,559,034 June 30, 2026
Brown Miller Wealth Management, LLC $147,804,205 204 $724,530 June 30, 2026
Alcosta Capital Management, Inc. $147,795,774 22 $6,717,990 June 30, 2026
RF&L WEALTH MANAGEMENT, LLC $147,784,227 50 $2,955,685 June 30, 2026
BISLETT MANAGEMENT, LLC $147,608,586 18 $8,200,477 June 30, 2026
Vanguard Capital Wealth Advisors $147,599,713 132 $1,118,180 June 30, 2026
LiftPoint Family Wealth Advisors LLC $147,575,561 69 $2,138,776 June 30, 2026
Tepp RIA, LLC $147,476,830 49 $3,009,731 June 30, 2026
Dorato Capital Management $147,459,198 254 $580,548 June 30, 2026
Summit Financial Consulting LLC $147,413,640 49 $3,008,442 June 30, 2026
RED TREE MANAGEMENT, LLC $147,284,336 3 $49,094,779 June 30, 2026
IDG China Venture Capital Fund IV Associates L.P. $147,267,998 4 $36,817,000 June 30, 2026
Coquina Private Wealth LLC $147,257,380 101 $1,457,994 June 30, 2026
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