Institutional Investors

Institution Portfolio value Positions Avg position As of
GARDNER LEWIS ASSET MANAGEMENT L P $448,901,257 75 $5,985,350 June 30, 2026
CONTINENTAL GRAIN CO $448,262,427 4 $112,065,607 June 30, 2026
PCG Wealth Advisors, LLC $448,236,766 180 $2,490,204 June 30, 2026
HOME FEDERAL BANK OF TENNESSEE $448,219,062 114 $3,931,746 June 30, 2026
Pacific Center for Financial Services $448,187,750 500 $896,376 June 30, 2026
Hartford Financial Management Inc. $448,177,323 349 $1,284,176 June 30, 2026
Warren Street Wealth Advisors, LLC $448,145,521 156 $2,872,728 June 30, 2026
Windmill Hill Asset Management Ltd $448,093,707 21 $21,337,796 June 30, 2026
Mudrick Capital Management, L.P. $447,928,109 4 $111,982,027 June 30, 2026
WealthTrust Axiom LLC $447,622,046 302 $1,482,192 June 30, 2026
Wealthspring Capital LLC $447,567,318 208 $2,151,766 June 30, 2026
Level Financial Advisors $447,535,251 95 $4,710,897 June 30, 2026
Watchman Group, Inc. $447,407,604 73 $6,128,871 June 30, 2026
Dynamic Technology Lab Private Ltd $447,386,000 632 $707,889 June 30, 2026
BROWN WEALTH MANAGEMENT, LLC $447,180,367 134 $3,337,167 June 30, 2026
Flagstone Financial Management $447,163,961 77 $5,807,324 June 30, 2026
O'Neil Global Advisors, Inc. $447,107,623 62 $7,211,413 June 30, 2026
Ironwood Wealth Management, LLC. $446,853,715 54 $8,275,069 June 30, 2026
Quadrant Private Wealth Management, LLC $446,765,137 177 $2,524,097 June 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC $446,685,751 484 $922,904 June 30, 2026
WORLD EQUITY GROUP, INC. $446,619,752 375 $1,190,986 June 30, 2026
RIPOSTE CAPITAL LLC $446,549,900 27 $16,538,885 June 30, 2026
Bath Savings Trust Co $446,460,149 177 $2,522,374 June 30, 2026
Wellington Shields & Co., LLC $446,454,160 329 $1,357,004 June 30, 2026
Fosun International Ltd $446,237,185 73 $6,112,838 June 30, 2026
CHANNEL WEALTH LLC $445,885,805 188 $2,371,733 June 30, 2026
Maniro Ltd $445,714,145 29 $15,369,453 June 30, 2026
Tyro Capital Management LLC $445,668,368 15 $29,711,225 June 30, 2026
Howard Hughes Medical Institute $445,360,854 30 $14,845,362 June 30, 2026
Legacy Wealth Partners, LLC $445,256,866 189 $2,355,856 June 30, 2026
SEARLE & CO. $445,134,298 194 $2,294,507 June 30, 2026
MERIDIAN MANAGEMENT CO $445,123,291 84 $5,299,087 June 30, 2026
LITTLE HOUSE CAPITAL LLC $445,104,037 113 $3,938,974 June 30, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC $445,052,620 204 $2,181,630 June 30, 2026
CGC Financial Services, LLC $444,659,863 337 $1,319,465 June 30, 2026
Dodds Wealth, LLC $444,568,976 56 $7,938,732 June 30, 2026
United Wealth Management, LLC $444,406,496 24 $18,516,937 June 30, 2026
Arjuna Capital $444,304,218 113 $3,931,896 June 30, 2026
Wakefield Asset Management LLLP $444,233,453 225 $1,974,371 June 30, 2026
Tidemark, LLC $444,205,946 935 $475,087 June 30, 2026
Venator Management LLC $444,042,160 27 $16,446,006 June 30, 2026
Empirical Asset Management, LLC $444,014,115 448 $991,103 June 30, 2026
SK Wealth Management, LLC $443,989,645 80 $5,549,871 June 30, 2026
Venturi Wealth Management, LLC $443,900,348 632 $702,374 June 30, 2026
VANCE WEALTH, LLC $443,707,879 137 $3,238,744 June 30, 2026
Duncan Williams Asset Management, LLC $443,610,227 172 $2,579,129 June 30, 2026
TrueWealth Advisors, LLC $443,553,666 235 $1,887,462 June 30, 2026
PRINCETON CAPITAL MANAGEMENT LLC $443,398,881 145 $3,057,923 June 30, 2026
Peak Planning Group, LLC $443,130,265 128 $3,461,955 June 30, 2026
Schechter Investment Advisors, LLC $443,051,737 636 $696,622 March 31, 2025 Stale
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