Institutional Investors

Institution Portfolio value Positions Avg position As of
A. D. Beadell Investment Counsel, Inc. $156,245 104 $1,502 June 30, 2026
Aurora Private Wealth, Inc. $157,578 177 $890 June 30, 2026
Aurora Investment Managers, LLC. $163,534 52 $3,145 June 30, 2026
McGinn Penninger Investment Management, Inc. $164,458 38 $4,328 June 30, 2026
Lancaster Investment Management $165,411 10 $16,541 June 30, 2026
Old North State Trust, LLC $168,392 150 $1,123 March 31, 2026 Previous quarter
Little Harbor Advisors, LLC $168,438 4 $42,110 March 31, 2026 Previous quarter
Banco de Sabadell, S.A $170,387 61 $2,793 June 30, 2026
Columbia River Financial Group, LLC $172,266 58 $2,970 March 31, 2026 Previous quarter
Bullseye Asset Management LLC $172,697 59 $2,927 March 31, 2026 Previous quarter
SANTA MONICA PARTNERS LP $179,142 13 $13,780 March 31, 2026 Previous quarter
Ring Mountain Capital, LLC $182,844 95 $1,925 March 31, 2026 Previous quarter
Forum Finance Group S.A. $184,447 321 $575 March 31, 2026 Previous quarter
Cederberg Capital Ltd $186,321 11 $16,938 March 31, 2026 Previous quarter
SANDER CAPITAL ADVISORS INC $189,045 13 $14,542 June 30, 2026
Navigoe, LLC $191,236 1,224 $156 June 30, 2026
Pensionfund PDN $194,355 76 $2,557 June 30, 2026
Trust Co of Kansas $194,954 59 $3,304 June 30, 2026
LBJ Family Wealth Advisors, Ltd. $196,131 28 $7,005 June 30, 2026
Cunning Capital Partners, LP $196,547 56 $3,510 March 31, 2026 Previous quarter
STONEHILL CAPITAL MANAGEMENT LLC $197,276 15 $13,152 March 31, 2026 Previous quarter
AOZORA BANK, LTD. $198,507 1 $198,507 June 30, 2026
HORIZON BANCORP INC /IN/ $207,864 206 $1,009 March 31, 2026 Previous quarter
Industrial Alliance Investment Management Inc. $212,465 8 $26,558 June 30, 2026
Sowa Financial Group, Inc. $214,514 29 $7,397 June 30, 2026
Lipe & Dalton $215,132 94 $2,289 June 30, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. $215,236 95 $2,266 June 30, 2026
DELTA CAPITAL MANAGEMENT LLC $217,159 108 $2,011 June 30, 2026
Bull Street Advisors, LLC $219,020 95 $2,305 June 30, 2026
Citadel Investment Advisory, Inc. $220,258 76 $2,898 June 30, 2026
Elite Financial, Inc. $223,062 54 $4,131 March 31, 2026 Previous quarter
Beaton Management Co. Inc. $224,571 146 $1,538 March 31, 2026 Previous quarter
Cairn Investment Group, Inc. $226,748 65 $3,488 June 30, 2026
PFC CAPITAL GROUP, INC. $226,812 90 $2,520 March 31, 2026 Previous quarter
Yong Rong (HK) Asset Management Ltd $227,020 10 $22,702 March 31, 2026 Previous quarter
Keyframe Capital Partners, L.P. $229,168 1 $229,168 March 31, 2026 Previous quarter
Cloud Capital Management, LLC $229,414 105 $2,185 March 31, 2026 Previous quarter
ASSET PLANNING SERVICES INC /LA/ /ADV $235,611 36 $6,545 June 30, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL $237,077 89 $2,664 March 31, 2026 Previous quarter
ASO GROUP Ltd $237,122 56 $4,234 March 31, 2026 Previous quarter
R. W. Roge & Company, Inc. $239,051 69 $3,465 June 30, 2026
Warburton Capital Management, LLC $245,870 75 $3,278 June 30, 2026
EMC Capital Management $253,284 53 $4,779 June 30, 2026
Silver Oak Advisory Group, Inc. $253,628 86 $2,949 June 30, 2026
Krensavage Asset Management, LLC $255,697 20 $12,785 March 31, 2026 Previous quarter
Palisades Hudson Asset Management, L.P. $256,556 108 $2,376 March 31, 2026 Previous quarter
AMS Capital Ltda $257,486 15 $17,166 March 31, 2026 Previous quarter
TEALWOOD ASSET MANAGEMENT INC $260,510 121 $2,153 June 30, 2026
Packer & Co Ltd $267,409 10 $26,741 March 31, 2026 Previous quarter
Evolution Advisers, Inc. $272,066 942 $289 June 30, 2026
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