Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Fund Advisors of America Inc/FL | $110,178,743 | 120 | $918,156 | June 30, 2026 |
| Thayer Financial, L.L.C. | $110,028,811 | 33 | $3,334,206 | June 30, 2026 |
| FourWorld Capital Management LLC | $109,922,426 | 24 | $4,580,101 | June 30, 2026 |
| DECISION INVESTMENTS, INC | $109,847,919 | 149 | $737,234 | June 30, 2026 |
| SRN Advisors, LLC | $109,750,972 | 98 | $1,119,908 | June 30, 2025 Stale |
| SYCAMORE PARTNERS MANAGEMENT, L.P. | $109,698,176 | 2 | $54,849,088 | June 30, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | $109,660,185 | 93 | $1,179,142 | June 30, 2026 |
| Q Fund Management (Hong Kong) Ltd | $109,548,369 | 26 | $4,213,399 | June 30, 2026 |
| Briggs Wealth Management, Inc | $109,542,680 | 61 | $1,795,782 | June 30, 2026 |
| Revelation Capital Management, LLC | $109,537,163 | 2 | $54,768,582 | June 30, 2026 |
| Seven Six Capital Management, LLC | $109,517,634 | 26 | $4,212,217 | June 30, 2026 |
| Rangeley Capital, LLC | $109,429,323 | 183 | $597,974 | June 30, 2026 |
| Gumshoe Capital Management LLC | $109,403,129 | 6 | $18,233,855 | June 30, 2026 |
| Amitell Capital Pte Ltd | $109,347,234 | 26 | $4,205,663 | June 30, 2026 |
| Sensenig Capital Advisors, Inc | $109,252,314 | 36 | $3,034,787 | June 30, 2026 |
| Sparta 24 Ltd. | $109,000,663 | 20 | $5,450,033 | June 30, 2026 |
| Heronetta Management, L.P. | $108,933,129 | 15 | $7,262,209 | June 30, 2026 |
| LSP Investment Advisors, LLC | $108,870,422 | 18 | $6,048,357 | June 30, 2026 |
| Samara Investment Management, LLC | $108,680,926 | 71 | $1,530,717 | June 30, 2026 |
| PMG Family Office LLC | $108,501,093 | 114 | $951,764 | June 30, 2026 |
| Unified Investment Management | $108,479,540 | 145 | $748,135 | June 30, 2026 |
| SCP Investment, LP | $108,478,756 | 47 | $2,308,059 | June 30, 2026 |
| Grange Capital, LLC | $108,476,680 | 54 | $2,008,827 | June 30, 2026 |
| Corient IA LP | $108,436,572 | 249 | $435,488 | June 30, 2026 |
| RED REEF ADVISORS LLC | $108,428,371 | 183 | $592,505 | June 30, 2026 |
| Barden Capital Management, Inc. | $108,401,258 | 53 | $2,045,307 | June 30, 2026 |
| Yanni & Associates Investment Advisors, LLC | $108,372,906 | 34 | $3,187,438 | June 30, 2026 |
| Unify Financial Advisors | $108,291,353 | 90 | $1,203,237 | June 30, 2026 |
| SPWM Advisors LLC | $108,249,756 | 90 | $1,202,775 | June 30, 2026 |
| Michelson Medical Research Foundation, Inc. | $108,220,489 | 21 | $5,153,357 | June 30, 2026 |
| Bayforest Capital Ltd | $108,190,029 | 917 | $117,983 | June 30, 2026 |
| LAWOOD & CO | $108,157,708 | 95 | $1,138,502 | June 30, 2026 |
| Yorktown Energy Partners XI, L.P. | $108,094,466 | 4 | $27,023,617 | June 30, 2026 |
| Yu Fan | $107,920,350 | 8 | $13,490,044 | June 30, 2026 |
| Walsky Investment Management, Inc. | $107,689,225 | 52 | $2,070,947 | June 30, 2026 |
| Aspirean Wealth, LLC | $107,596,202 | 20 | $5,379,810 | June 30, 2026 |
| Finward Bancorp | $107,575,099 | 107 | $1,005,375 | June 30, 2026 |
| KRAFT ASSET MANAGEMENT, LLC | $107,510,078 | 41 | $2,622,197 | June 30, 2025 Stale |
| Bedminster, LLC | $107,483,458 | 53 | $2,027,990 | March 31, 2026 Previous quarter |
| Retireful, LLC | $107,471,924 | 81 | $1,326,814 | June 30, 2026 |
| Marathon Partners Equity Management, LLC | $107,159,128 | 17 | $6,303,478 | June 30, 2026 |
| Centricity Wealth Management, LLC | $107,127,666 | 454 | $235,964 | Dec. 31, 2024 Stale |
| Quest 10 Wealth Builders, Inc. | $107,126,240 | 776 | $138,049 | June 30, 2026 |
| BRC-Global BAH Investments Ltd. | $107,035,375 | 1 | $107,035,375 | March 31, 2026 Previous quarter |
| Burkett Asset Management Ltd | $106,983,340 | 59 | $1,813,277 | June 30, 2026 |
| Fullerton Advisors, LLC | $106,926,671 | 54 | $1,980,124 | June 30, 2026 |
| Lord & Richards Wealth Management, LLC | $106,668,971 | 49 | $2,176,918 | June 30, 2026 |
| Intentional Wealth Strategies, LLC | $106,653,180 | 68 | $1,568,429 | June 30, 2026 |
| American Wealth Advisors, LLC | $106,566,698 | 42 | $2,537,302 | June 30, 2026 |
| Ebert Capital Management Inc. | $106,560,826 | 28 | $3,805,744 | June 30, 2026 |
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