Institutional Investors

Institution Portfolio value Positions Avg position As of
Heritage Wealth Partners, LLC $65,593,370 65 $1,009,129 March 31, 2025 Stale
Kinnevik AB (publ) $65,558,755 1 $65,558,755 Sept. 30, 2025 Stale
Maiden Cove Capital, LLC $65,407,302 66 $991,020 Dec. 31, 2024 Stale
Owlhouse Capital LP $65,179,867 40 $1,629,497 June 30, 2026
nVerses Capital, LLC $65,038,566 281 $231,454 June 30, 2026
State of New Jersey Common Pension Fund E $64,895,525 1 $64,895,525 June 30, 2026
Mithril II GP LP $64,477,068 3 $21,492,356 Sept. 30, 2025 Stale
CLEAR INVESTMENT RESEARCH, LLC $64,235,996 57 $1,126,947 June 30, 2026
FIRST UNITED BANK & TRUST $64,143,650 420 $152,723 June 30, 2026
Atlas Financial Advisors, Inc. $64,056,822 40 $1,601,421 Dec. 31, 2024 Stale
Fourier Capital Management Ltd $63,990,861 9 $7,110,096 June 30, 2026
NORTHWESTERN UNIVERSITY $63,334,595 5 $12,666,919 June 30, 2026
KHALL LLC $63,311,825 1 $63,311,825 June 30, 2026
PhiloSmith Capital Corp $63,298,746 23 $2,752,119 June 30, 2026
COHEN & STEERS, INC. $63,234,826 442 $143,065 June 30, 2026
MAS Advisors LLC $63,173,843 67 $942,893 Sept. 30, 2025 Stale
LENNAR CORP /NEW/ $63,168,153 4 $15,792,038 June 30, 2026
Praxis Capital Management LLC $63,096,949 29 $2,175,757 June 30, 2026
Bestgate Wealth Advisors, LLC $62,776,935 45 $1,395,043 June 30, 2026
CANADA LIFE ASSURANCE Co $62,707,798 1,810 $34,645 June 30, 2026
PMC FIG Opportunities LLC $62,680,611 33 $1,899,412 June 30, 2026
Firsthand Capital Management, Inc. $62,562,405 54 $1,158,563 June 30, 2026
Rip Road Capital Partners LP $62,548,920 14 $4,467,780 Dec. 31, 2025 Stale
Charles Schwab Trust Bank $62,249,711 1 $62,249,711 June 30, 2026
BIGLARI, SARDAR $62,238,300 10 $6,223,830 June 30, 2026
Groupe Bruxelles Lambert $62,157,877 1 $62,157,877 June 30, 2026
New Jersey Better Educational Savings Trust $62,152,541 4 $15,538,135 June 30, 2026
Bain Capital Public Equity Management II, LLC $62,073,900 3 $20,691,300 Dec. 31, 2025 Stale
Silchester International Investors LLP $62,038,950 4 $15,509,738 June 30, 2026
Andina Capital Management, LLC $61,955,388 70 $885,077 June 30, 2026
GLOBAL VALUE INVESTMENT CORP. $61,461,163 19 $3,234,798 Sept. 30, 2025 Stale
HCEP Management Ltd $61,331,166 4 $15,332,792 June 30, 2026
Corbin Capital Partners, L.P. $61,234,423 26 $2,355,170 Dec. 31, 2024 Stale
Florin Court Capital LLP $61,205,109 27 $2,266,856 June 30, 2026
LOCKERMAN FINANCIAL GROUP, INC. $60,874,422 90 $676,382 June 30, 2026
Maso Capital Partners Ltd $60,867,037 44 $1,383,342 Sept. 30, 2025 Stale
AREX Capital Management, LP $60,522,590 26 $2,327,792 March 31, 2026 Previous quarter
Kite Lake Capital Management (UK) LLP $60,083,146 9 $6,675,905 June 30, 2026
Connective Portfolio Management, LLC $60,050,267 39 $1,539,750 June 30, 2026
Phillip James Consulting Co. $59,998,673 332 $180,719 June 30, 2026
AlpInvest Partners B.V. $59,924,748 17 $3,524,985 June 30, 2026
Irth Capital Management LP $59,880,055 1 $59,880,055 June 30, 2026
PERRITT CAPITAL MANAGEMENT INC $59,810,711 79 $757,098 Dec. 31, 2025 Stale
Monashee Investment Management LLC $59,583,126 23 $2,590,571 June 30, 2026
Gullane Capital, LLC $59,185,170 5 $11,837,034 June 30, 2026
Betterment LLC $59,125,356 675 $87,593 June 30, 2026
SL ADVISORS, LLC $59,071,969 32 $1,845,999 March 31, 2026 Previous quarter
Wise Wealth Partners $58,837,407 43 $1,368,312 June 30, 2026
Chan Zuckerberg Initiative, LLC $58,486,614 1 $58,486,614 June 30, 2026
IDG Technology Venture Investment IV, LLC $58,340,546 1 $58,340,546 Sept. 30, 2025 Stale
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