Institutional Investors

Institution Portfolio value Positions Avg position As of
HUSSMAN STRATEGIC ADVISORS, INC. $434,028,328 231 $1,878,911 June 30, 2026
Divisar Capital Management LLC $433,982,867 28 $15,499,388 June 30, 2026
Seafarer Capital Partners, LLC $433,944,162 9 $48,216,018 June 30, 2026
CLARK ESTATES INC/NY $433,712,042 90 $4,819,023 June 30, 2026
Bay Harbor Wealth Management, LLC $433,591,875 1,293 $335,338 June 30, 2026
BRC Group Holdings, Inc. $433,573,984 37 $11,718,216 June 30, 2026
Creative Capital Management Investments LLC $433,460,363 1,438 $301,433 June 30, 2026
Safeguard Investment Advisory Group, LLC $433,118,628 178 $2,433,251 June 30, 2026
HEIGHTS CAPITAL MANAGEMENT, INC $433,069,622 323 $1,340,773 June 30, 2026
Intergy Private Wealth, LLC $433,004,712 147 $2,945,610 June 30, 2026
Greenstone Partners & Co., LLC $432,596,197 8 $54,074,525 June 30, 2026
Ballast, Inc. $432,386,038 133 $3,251,023 March 31, 2026 Previous quarter
Cornerstone Planning, LLC $432,340,072 136 $3,178,971 June 30, 2026
Grandeur Peak Global Advisors, LLC $432,052,106 75 $5,760,695 June 30, 2026
MONIMUS CAPITAL MANAGEMENT, LP $431,796,008 56 $7,710,643 June 30, 2026
Gradient Capital Advisors, LLC $431,784,080 179 $2,412,202 June 30, 2026
Gibbs Wealth Management $431,752,027 328 $1,316,317 Sept. 30, 2025 Stale
Blueshift Asset Management, LLC $431,749,300 556 $776,528 June 30, 2026
Boundless Plain Holdings Ltd $431,609,098 11 $39,237,191 June 30, 2026
SIEMENS PENSION TRUST E V $431,290,974 1 $431,290,974 June 30, 2026
CCG WEALTH MANAGEMENT, LLC $431,111,866 150 $2,874,079 June 30, 2026
CAT ROCK CAPITAL MANAGEMENT LP $431,015,692 7 $61,573,670 June 30, 2026
Doma Perpetual Capital Management LLC $430,810,845 13 $33,139,296 June 30, 2026
BOS Asset Management, LLC $430,713,619 204 $2,111,341 June 30, 2026
GRAND JEAN CAPITAL MANAGEMENT INC $430,521,223 49 $8,786,147 Dec. 31, 2024 Stale
PSI Advisors, LLC $430,452,641 151 $2,850,680 June 30, 2026
Fusion Capital, LLC $430,432,653 112 $3,843,149 June 30, 2026
Luminvest Wealth Management LLC $430,335,397 58 $7,419,576 June 30, 2026
Investment Planning Advisors, Inc. $430,251,361 117 $3,677,362 June 30, 2026
Rakuten Securities, Inc. $430,206,301 914 $470,685 June 30, 2026
Generali Investments, Management Co LLC $429,904,597 162 $2,653,732 March 31, 2026 Previous quarter
Prostatis Group LLC $429,393,821 190 $2,259,967 June 30, 2026
Virtus Investment Advisers, LLC $429,237,907 463 $927,080 June 30, 2026
Navalign, LLC $429,112,891 132 $3,250,855 June 30, 2026
LEGACY FINANCIAL GROUP, INC. $428,533,906 104 $4,120,518 June 30, 2026
TRUEFG, LLC $428,224,299 75 $5,709,657 June 30, 2026
Private Wealth Management Group, LLC $428,143,917 1,455 $294,257 June 30, 2026
Straight Path Wealth Management $427,812,303 141 $3,034,130 June 30, 2026
BOONE CAPITAL MANAGEMENT LLC $427,536,296 16 $26,721,019 June 30, 2026
Dockside LLC $427,378,714 184 $2,322,710 June 30, 2026
DSC Meridian Capital LP $427,163,839 15 $28,477,589 June 30, 2026
Ironsides Asset Advisors, LLC $426,889,895 83 $5,143,252 June 30, 2026
Ruedi Wealth Management, Inc. $426,302,897 62 $6,875,853 June 30, 2026
AyurMaya Capital Management Company, LP $426,031,355 1 $426,031,355 June 30, 2026
Heartland Bank & Trust Co $425,627,683 211 $2,017,193 June 30, 2026
Lifelong Wealth Advisors, Inc. $425,622,985 99 $4,299,222 June 30, 2026
Ashoka WhiteOak Capital Pte Ltd $425,281,516 17 $25,016,560 June 30, 2026
BankPlus Trust Department $425,124,999 470 $904,521 June 30, 2026
Wealth Management Partners, LLC $425,003,141 154 $2,759,761 June 30, 2026
Sterling Investment Counsel, LLC $424,849,196 197 $2,156,595 June 30, 2026
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