Institutional Investors

Institution Portfolio value Positions Avg position As of
RICHARDSON FINANCIAL SERVICES INC. $67,687,039 607 $111,511 June 30, 2026
Main Street Group, LTD $68,011,951 863 $78,809 June 30, 2026
Children's Medical Center Corp $68,231,344 1 $68,231,344 June 30, 2026
Evergreen Venture Partners Ltd. $68,410,114 1 $68,410,114 Sept. 30, 2025 Stale
Varde Management, L.P. $68,419,316 5 $13,683,863 June 30, 2026
Tikehau Investment Management $68,445,021 19 $3,602,370 Sept. 30, 2025 Stale
ATOMVEST Ltd $68,475,354 4 $17,118,839 Sept. 30, 2025 Stale
JCSD Capital, LLC $68,618,797 19 $3,611,516 June 30, 2026
Blue Barn Wealth, LLC $68,659,559 46 $1,492,599 Dec. 31, 2025 Stale
Yost Capital Management, L.L.C. $68,908,702 13 $5,300,669 Dec. 31, 2025 Stale
IVY LANE CAPITAL MANAGEMENT, LLC $69,037,650 14 $4,931,261 June 30, 2026
Clayton Financial Group LLC $69,237,963 65 $1,065,199 June 30, 2026
CTC Alternative Strategies, Ltd. $69,332,091 83 $835,326 June 30, 2026
Altium Investment Strategies LLC $69,443,584 20 $3,472,179 June 30, 2026
Spectrum Asset Management, Inc. $69,629,715 4 $17,407,429 June 30, 2026
Benefit Street Partners LLC $69,643,698 21 $3,316,367 June 30, 2026
Flaharty Asset Management, LLC $69,867,579 52 $1,343,607 June 30, 2026
QP WEALTH MANAGEMENT, LLC $70,105,934 71 $987,408 June 30, 2026
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO $70,676,367 67 $1,054,871 March 31, 2025 Stale
REVOLUTION GROWTH MANAGEMENT COMPANY, INC. $70,795,336 1 $70,795,336 March 31, 2025 Stale
1060 Capital, LLC $70,854,267 10 $7,085,427 June 30, 2026
Blossom Wealth Management $70,970,153 72 $985,697 June 30, 2026
Harrison Street Private Wealth LLC $70,984,876 21 $3,380,232 June 30, 2026
Incentive AS $71,292,940 1 $71,292,940 Dec. 31, 2025 Stale
University of Pittsburgh - Of the Commonwealth System of Higher Education $71,316,110 2 $35,658,055 June 30, 2026
Omnitrust Wealth Management, Inc $71,317,224 64 $1,114,332 March 31, 2026 Previous quarter
13D Management LLC $71,335,118 11 $6,485,011 June 30, 2026
Axim Planning & Wealth $71,548,463 92 $777,701 June 30, 2026
Kidder Stephen W $71,739,453 76 $943,940 March 31, 2026 Previous quarter
NCP Inc. $71,870,931 78 $921,422 June 30, 2026
H Capital V GP, L.P. $71,898,000 1 $71,898,000 June 30, 2026
KDT Advisors, LLC $72,261,431 73 $989,883 June 30, 2026
MWG Caph Ltd $72,368,189 3 $24,122,730 Dec. 31, 2025 Stale
Myriad Asset Management US LP $72,404,000 52 $1,392,385 June 30, 2026
Norwood Investment Partners, LP $72,413,656 14 $5,172,404 June 30, 2026
Navigation Wealth Management, Inc. $72,590,922 33 $2,199,725 June 30, 2026
John A. Wolfe & Associates, Inc. $72,598,087 42 $1,728,526 June 30, 2026
FINANCIAL COUNSELORS INC $72,659,241 13 $5,589,172 June 30, 2026
IFS Group,LLC $72,835,752 87 $837,193 June 30, 2026
EMPOWER HARVEST MANAGEMENT SERVICES, INC. $72,838,536 1 $72,838,536 June 30, 2026
NATIXIS ADVISORS, LLC $73,026,840 1,819 $40,147 June 30, 2026
Sullivan Wood Capital Management LLC $73,027,742 23 $3,175,119 June 30, 2026
Oregon Pacific Wealth Management, LLC $73,110,190 115 $635,741 June 30, 2026
Worth Asset Management, LLC $73,300,391 212 $345,757 June 30, 2026
Hickory Point Bank & Trust $73,335,105 442 $165,917 June 30, 2026
Mowery & Schoenfeld Wealth Management, LLC $73,383,604 363 $202,159 June 30, 2026
IDG China Capital Fund GP III Associates Ltd. $73,480,471 2 $36,740,236 June 30, 2026
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE $73,584,751 14 $5,256,054 March 31, 2026 Previous quarter
TCG Capital Management, LP $73,620,887 1 $73,620,887 June 30, 2026
Wallace Advisory Group, LLC $73,626,922 134 $549,455 June 30, 2026
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