Institutional Investors

Institution Portfolio value Positions Avg position As of
WEDBUSH SECURITIES INC $3,875,620 1,309 $2,961 June 30, 2026
TrinityBridge Ltd $3,756,245 269 $13,964 June 30, 2026
INGALLS & SNYDER LLC $3,664,692 478 $7,667 June 30, 2026
FACTORIAL MANAGEMENT Ltd $3,618,054 3 $1,206,018 June 30, 2026
HERITAGE INVESTORS MANAGEMENT CORP $3,613,488 257 $14,060 June 30, 2026
BLACK POINT WEALTH MANAGEMENT $3,496,807 5 $699,361 June 30, 2025 Stale
CX Institutional $3,464,766 1,568 $2,210 June 30, 2026
Gramercy Funds Management LLC $3,367,241 1 $3,367,241 June 30, 2026
Main Management ETF Advisors, LLC $3,303,035 103 $32,068 June 30, 2026
Bollard Group LLC $3,285,836 309 $10,634 June 30, 2026
Virtu Financial LLC $3,176,623 1,548 $2,052 June 30, 2026
Daiichi Life International Holdings LLC $3,154,816 9 $350,535 June 30, 2026
Van Berkom & Associates Inc. $3,103,420 67 $46,320 June 30, 2026
HARBERT FUND ADVISORS, LLC $3,028,072 2 $1,514,036 March 31, 2026 Previous quarter
Harvest Fund Management Co., Ltd $3,019,587 454 $6,651 June 30, 2026
COMPASS GROUP LLC $2,953,243 3 $984,414 Sept. 30, 2025 Stale
AMERICAN INTERNATIONAL GROUP, INC. $2,928,454 1 $2,928,454 June 30, 2026
CHICKASAW CAPITAL MANAGEMENT LLC $2,780,444 97 $28,664 June 30, 2026
Greenwich Wealth Management LLC $2,743,160 296 $9,267 June 30, 2026
Livelsberger Financial Advisory $2,683,978 6 $447,330 Sept. 30, 2025 Stale
OLD REPUBLIC INTERNATIONAL CORP $2,667,863 54 $49,405 June 30, 2026
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD $2,609,020 2 $1,304,510 June 30, 2026
BASS SID R $2,596,148 1 $2,596,148 June 30, 2026
Stonepeak GP Investors Holdings Manager LLC $2,594,866 1 $2,594,866 Sept. 30, 2025 Stale
CENTAURUS FINANCIAL, INC. $2,587,633 1,112 $2,327 June 30, 2026
West Oak Capital, LLC $2,520,895 279 $9,035 Sept. 30, 2025 Stale
Blue Pool Management Ltd. $2,460,084 1 $2,460,084 March 31, 2026 Previous quarter
Khan Imran $2,448,674 1 $2,448,674 June 30, 2026
FLOW TRADERS U.S. LLC $2,434,411 979 $2,487 June 30, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $2,395,806 174 $13,769 June 30, 2026
Intermede Investment Partners Ltd $2,375,721 30 $79,191 June 30, 2026
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC $2,267,339 7 $323,906 Dec. 31, 2024 Stale
Newport Asia LLC $2,209,049 1 $2,209,049 Dec. 31, 2025 Stale
P.A.W. CAPITAL CORP $2,206,975 1 $2,206,975 June 30, 2026
Maj Invest Holding A/S $2,199,343 38 $57,877 June 30, 2026
Bank of Italy $2,196,449 8 $274,556 June 30, 2026
DUPONT CAPITAL MANAGEMENT CORP $2,179,231 41 $53,152 June 30, 2026
FOSTER & MOTLEY INC $2,172,892 405 $5,365 June 30, 2026
Founders Fund V Management, LLC $2,162,907 2 $1,081,454 Dec. 31, 2025 Stale
NWI MANAGEMENT LP $2,160,758 55 $39,287 June 30, 2026
Money Design Co.,Ltd. $2,140,880 72 $29,734 June 30, 2025 Stale
THOROUGHBRED FINANCIAL SERVICES, LLC $2,084,105 624 $3,340 June 30, 2026
UNC Management Company, Inc. $2,068,100 6 $344,683 June 30, 2026
Creekmur Asset Management LLC $2,066,711 6 $344,452 June 30, 2026
YALE UNIVERSITY $2,054,861 4 $513,715 Sept. 30, 2025 Stale
Founders Fund VII Management, LLC $2,028,956 2 $1,014,478 Dec. 31, 2025 Stale
Reynders McVeigh Capital Management, LLC $1,982,095 195 $10,165 March 31, 2026 Previous quarter
Wesleyan Assurance Society $1,978,076 109 $18,147 June 30, 2026
Evensky & Katz LLC $1,936,263 72 $26,893 June 30, 2026
MVM Partners, LLC $1,911,206 1 $1,911,206 June 30, 2026
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