Institutional Investors

Institution Portfolio value Positions Avg position As of
Maj Invest Holding A/S $2,199,343 38 $57,877 June 30, 2026
P.A.W. CAPITAL CORP $2,206,975 1 $2,206,975 June 30, 2026
Newport Asia LLC $2,209,049 1 $2,209,049 Dec. 31, 2025 Stale
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC $2,267,339 7 $323,906 Dec. 31, 2024 Stale
Harvest Fund Management Co., Ltd $2,348,172 544 $4,316 March 31, 2026 Previous quarter
Intermede Investment Partners Ltd $2,375,721 30 $79,191 June 30, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $2,395,806 174 $13,769 June 30, 2026
FLOW TRADERS U.S. LLC $2,434,411 979 $2,487 June 30, 2026
Khan Imran $2,448,674 1 $2,448,674 June 30, 2026
Blue Pool Management Ltd. $2,460,084 1 $2,460,084 March 31, 2026 Previous quarter
West Oak Capital, LLC $2,520,895 279 $9,035 Sept. 30, 2025 Stale
CENTAURUS FINANCIAL, INC. $2,587,633 1,112 $2,327 June 30, 2026
Stonepeak GP Investors Holdings Manager LLC $2,594,866 1 $2,594,866 Sept. 30, 2025 Stale
BASS SID R $2,596,148 1 $2,596,148 June 30, 2026
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD $2,609,020 2 $1,304,510 June 30, 2026
OLD REPUBLIC INTERNATIONAL CORP $2,667,863 54 $49,405 June 30, 2026
Livelsberger Financial Advisory $2,683,978 6 $447,330 Sept. 30, 2025 Stale
Greenwich Wealth Management LLC $2,743,160 296 $9,267 June 30, 2026
CHICKASAW CAPITAL MANAGEMENT LLC $2,780,444 97 $28,664 June 30, 2026
AMERICAN INTERNATIONAL GROUP, INC. $2,928,454 1 $2,928,454 June 30, 2026
COMPASS GROUP LLC $2,953,243 3 $984,414 Sept. 30, 2025 Stale
HARBERT FUND ADVISORS, LLC $3,028,072 2 $1,514,036 March 31, 2026 Previous quarter
Van Berkom & Associates Inc. $3,103,420 67 $46,320 June 30, 2026
Daiichi Life International Holdings LLC $3,154,816 9 $350,535 June 30, 2026
Virtu Financial LLC $3,176,623 1,548 $2,052 June 30, 2026
Bollard Group LLC $3,285,836 309 $10,634 June 30, 2026
Main Management ETF Advisors, LLC $3,303,035 103 $32,068 June 30, 2026
Gramercy Funds Management LLC $3,367,241 1 $3,367,241 June 30, 2026
CX Institutional $3,464,766 1,568 $2,210 June 30, 2026
BLACK POINT WEALTH MANAGEMENT $3,496,807 5 $699,361 June 30, 2025 Stale
HERITAGE INVESTORS MANAGEMENT CORP $3,613,488 257 $14,060 June 30, 2026
FACTORIAL MANAGEMENT Ltd $3,618,054 3 $1,206,018 June 30, 2026
INGALLS & SNYDER LLC $3,664,692 478 $7,667 June 30, 2026
TrinityBridge Ltd $3,756,245 269 $13,964 June 30, 2026
WEDBUSH SECURITIES INC $3,875,620 1,309 $2,961 June 30, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD $3,980,041 908 $4,383 June 30, 2026
CapitalatWork S.A. $3,989,938 93 $42,903 June 30, 2026
Achmea Investment Management B.V. $3,996,155 115 $34,749 June 30, 2026
GLAZER CAPITAL, LLC $3,996,221 562 $7,111 June 30, 2026
Eurizon Asset Management Slovakia, sprav. spol., a.s. $4,006,436 5 $801,287 June 30, 2026
Analyst IMS Investment Management Services Ltd. $4,009,450 152 $26,378 June 30, 2026
Vestcor Inc $4,045,062 1,189 $3,402 June 30, 2026
Compound Global Advisors, LLC $4,049,285 38 $106,560 June 30, 2026
PGGM Investments $4,064,582 59 $68,891 June 30, 2026
IA Venture Strategies Fund II, LP $4,079,137 2 $2,039,569 Dec. 31, 2025 Stale
PayPay Securities Corp $4,098,466 296 $13,846 June 30, 2026
C WorldWide Group Holding A/S $4,146,911 97 $42,752 June 30, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC $4,212,878 115 $36,634 June 30, 2026
Corebridge Financial, Inc. $4,248,795 1 $4,248,795 June 30, 2026
AKO CAPITAL LLP $4,292,009 22 $195,091 June 30, 2026
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