Institutional Investors

Institution Portfolio value Positions Avg position As of
FNY Investment Advisers, LLC $278,208 981 $284 June 30, 2026
Forum Finance Group S.A. $277,993 344 $808 June 30, 2026
Cloud Capital Management, LLC $274,124 126 $2,176 June 30, 2026
Verde Servicos Internacionais S.A. $272,933 48 $5,686 June 30, 2026
Evolution Advisers, Inc. $272,066 942 $289 June 30, 2026
BEDDOW CAPITAL MANAGEMENT INC $271,259 55 $4,932 Sept. 30, 2025 Stale
Peloton Wealth Strategists $270,546 91 $2,973 June 30, 2026
Packer & Co Ltd $267,409 10 $26,741 March 31, 2026 Previous quarter
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD $264,474 22 $12,022 June 30, 2025 Stale
Wayfinding Financial, LLC $264,035 171 $1,544 June 30, 2026
Krensavage Asset Management, LLC $263,223 18 $14,624 June 30, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL $263,004 90 $2,922 June 30, 2026
TEALWOOD ASSET MANAGEMENT INC $260,510 121 $2,153 June 30, 2026
PFC CAPITAL GROUP, INC. $260,092 89 $2,922 June 30, 2026
Silver Oak Advisory Group, Inc. $253,628 86 $2,949 June 30, 2026
EMC Capital Management $253,284 53 $4,779 June 30, 2026
Cunning Capital Partners, LP $247,764 55 $4,505 June 30, 2026
Elite Financial, Inc. $247,569 55 $4,501 June 30, 2026
Warburton Capital Management, LLC $245,870 75 $3,278 June 30, 2026
Beaton Management Co. Inc. $245,442 157 $1,563 June 30, 2026
R. W. Roge & Company, Inc. $239,051 69 $3,465 June 30, 2026
ASO GROUP Ltd $235,879 56 $4,212 June 30, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV $235,611 36 $6,545 June 30, 2026
AlphaMark Advisors, LLC $231,038 642 $360 Dec. 31, 2024 Stale
Cairn Investment Group, Inc. $226,748 65 $3,488 June 30, 2026
Ashburton (Jersey) Ltd $226,670 52 $4,359 Dec. 31, 2024 Stale
Coston, McIsaac & Partners $223,595 944 $237 June 30, 2026
Citadel Investment Advisory, Inc. $220,258 76 $2,898 June 30, 2026
Bull Street Advisors, LLC $219,020 95 $2,305 June 30, 2026
DELTA CAPITAL MANAGEMENT LLC $217,159 108 $2,011 June 30, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. $215,236 95 $2,266 June 30, 2026
Lipe & Dalton $215,132 94 $2,289 June 30, 2026
Sowa Financial Group, Inc. $214,514 29 $7,397 June 30, 2026
Industrial Alliance Investment Management Inc. $212,465 8 $26,558 June 30, 2026
Keyframe Capital Partners, L.P. $202,466 1 $202,466 June 30, 2026
AOZORA BANK, LTD. $198,507 1 $198,507 June 30, 2026
Bullseye Asset Management LLC $196,719 56 $3,513 June 30, 2026
LBJ Family Wealth Advisors, Ltd. $196,131 28 $7,005 June 30, 2026
CHB Investment Group, LLC $196,096 69 $2,842 June 30, 2025 Stale
Trust Co of Kansas $194,954 59 $3,304 June 30, 2026
Old North State Trust, LLC $194,496 151 $1,288 June 30, 2026
Pensionfund PDN $194,355 76 $2,557 June 30, 2026
Navigoe, LLC $191,236 1,224 $156 June 30, 2026
SANDER CAPITAL ADVISORS INC $189,045 13 $14,542 June 30, 2026
Columbia River Financial Group, LLC $186,171 58 $3,210 June 30, 2026
MENLO ADVISORS LLC $185,571 29 $6,399 June 30, 2025 Stale
Empirical Capital Management, LLC $183,800 17 $10,812 June 30, 2026
Motiv8 Investments LLC $183,360 1,065 $172 Dec. 31, 2025 Stale
SANTA MONICA PARTNERS LP $179,142 13 $13,780 March 31, 2026 Previous quarter
Cota Capital Management, LLC $177,230 1 $177,230 June 30, 2025 Stale
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