DaveManuel.com · Institutional Ownership · 13F Holdings
All filers
Every institutional manager that has filed a Form 13F. A firm can appear more than once: each SEC filer identity has its own CIK, and a group that restructures stops filing under one and starts under another. Page 42 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Robbie L. Kennerson P.A., Inc. | 1965657 | $98.6M | 31 | last filed Q4 2022 |
| Millrace Asset Group, Inc. | 1604831 | $98.4M | 70 | last filed Q3 2024 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 846788 | $98.4M | 14 | last filed Q4 2024 |
| Soditic Asset Management LLP | 1852688 | $98.4M | 12 | last filed Q3 2024 |
| October Effect Ltd | 2078353 | $98.3M | 62 | Q3 2026 |
| Professional Financial Management, Inc. | 2130270 | $98.2M | 22 | Q3 2026 |
| Thinkbetter Group LLC | 1914983 | $98.1M | 6 | last filed Q3 2021 |
| MONTCHANIN ASSET MANAGEMENT, LLC | 1940660 | $98.1M | 62 | last filed Q2 2026 |
| WILEN INVESTMENT MANAGEMENT CORP. | 902614 | $98.1M | 87 | last filed Q3 2022 |
| Zinnia Wealth Advisory, LLC | 2073676 | $98.1M | 97 | last filed Q2 2026 |
| August Group Capital Ltd | 2107394 | $98.0M | 101 | Q3 2026 |
| SPHINX TRADING, LP | 857956 | $98.0M | 138 | last filed Q4 2021 |
| VIMA LLC | 2012155 | $97.9M | 351 | Q3 2026 |
| Linker Capital Management Inc. | 1905644 | $97.9M | 39 | last filed Q2 2023 |
| Terra Alpha Investments LLC | 2055566 | $97.7M | 32 | last filed Q4 2025 |
| Elevation Advisory Partners LLC | 2124354 | $97.7M | 48 | last filed Q2 2026 |
| PIPER SANDLER & CO. | 724683 | $97.6M | 15 | Q3 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | 1125243 | $97.6M | 106 | Q3 2026 |
| HS Investments IV Ltd | 2065165 | $97.5M | 2 | Q3 2026 |
| Kam Lawrence | 1802765 | $97.4M | 7 | last filed Q4 2019 |
| Golden Green, Inc. | 1839419 | $97.4M | 79 | last filed Q3 2023 |
| Schrum Private Wealth Management LLC | 1914987 | $97.3M | 109 | last filed Q2 2026 |
| RICHELIEU GESTION SA | 1916690 | $97.3M | 63 | last filed Q1 2024 |
| Page Arthur B | 1592615 | $97.2M | 44 | last filed Q1 2024 |
| Lloyd Harbor Capital Management, LLC | 1847935 | $97.2M | 16 | last filed Q2 2026 |
| ASK CAPITAL INVESTMENT MANAGERS, LLC | 2157918 | $97.1M | 28 | Q3 2026 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 2009885 | $97.0M | 8 | last filed Q2 2026 |
| Skyview Financial Group LLC | 2111890 | $96.9M | 57 | last filed Q4 2025 |
| OPTIMAS CAPITAL Ltd | 1750585 | $96.9M | 15 | last filed Q2 2026 |
| SARISSA CONSULTING LLC | 1915870 | $96.9M | 51 | last filed Q3 2022 |
| SkyTop Capital Management LLC | 1512690 | $96.8M | 17 | last filed Q1 2020 |
| Vantis Investment Advisers L.P. | 1686278 | $96.6M | 26 | last filed Q4 2021 |
| University of Cambridge Investment Management Ltd | 2103357 | $96.4M | 1 | Q3 2026 |
| DB&C Advisors, LLC | 2107377 | $96.3M | 76 | Q3 2026 |
| Kore Advisors LP | 1971339 | $96.2M | 17 | last filed Q2 2026 |
| Glacier Peak Capital LLC | 1567397 | $96.2M | 72 | last filed Q3 2019 |
| INKWELL CAPITAL LLC | 2050138 | $96.2M | 31 | last filed Q2 2026 |
| Baymount Management LP | 1803679 | $96.1M | 4 | last filed Q1 2024 |
| John & Kathleen Schreiber Foundation | 1910790 | $95.8M | 4 | last filed Q2 2026 |
| SCHALLER INVESTMENT GROUP INC | 1315889 | $95.7M | 34 | last filed Q4 2019 |
| AH Equity Partners LSV II, L.L.C. | 1829384 | $95.6M | 4 | last filed Q3 2023 |
| Holland Advisory Services, Inc. | 1890183 | $95.6M | 50 | Q3 2026 |
| Meadowbrook Wealth Management, LLC | 2090468 | $95.4M | 72 | Q3 2026 |
| Canvas GP 1, L.L.C. | 1846773 | $95.3M | 1 | last filed Q4 2021 |
| One Wealth Management Investment & Advisory Services, LLC | 2009427 | $95.3M | 53 | last filed Q2 2026 |
| RAMIUS ADVISORS LLC | 1275893 | $95.2M | 69 | last filed Q1 2023 |
| AIP, LLC | 1714498 | $95.2M | 2 | last filed Q2 2026 |
| ARMSTRONG SHAW ASSOCIATES INC/CT | 1034550 | $95.2M | 44 | last filed Q3 2023 |
| York GP, Ltd. | 1289994 | $95.2M | 3 | Q3 2026 |
| Section 32 GP 1, LLC | 1691437 | $95.1M | 2 | last filed Q3 2025 |
| FORMULATE FINANCIAL LLC | 2093400 | $95.0M | 26 | last filed Q2 2026 |
| AH Equity Partners Bio III, L.L.C. | 1799478 | $95.0M | 1 | last filed Q3 2022 |
| CA Family Wealth, LLC | 1804673 | $94.9M | 42 | last filed Q1 2020 |
| American Assets Capital Advisers, LLC | 1626691 | $94.7M | 36 | last filed Q3 2025 |
| Treynor Bancshares, Inc. | 1873063 | $94.7M | 50 | last filed Q4 2024 |
| Concourse Capital Management, LLC | 1595852 | $94.6M | 22 | last filed Q4 2019 |
| Weatherstone Capital Management | 1535578 | $94.5M | 84 | last filed Q1 2019 |
| WealthSpring Partners, LLC | 1961292 | $94.4M | 74 | Q3 2026 |
| EDBI Pte Ltd | 1913506 | $94.4M | 14 | last filed Q4 2024 |
| In-Depth Partners, LLC | 1908316 | $94.3M | 9 | last filed Q3 2025 |
| SkyKnight Capital, L.P. | 1842707 | $94.1M | 3 | last filed Q2 2026 |
| Divco West Real Estate Services, LLC | 1561877 | $94.0M | 4 | last filed Q2 2026 |
| MITCHELL GROUP INC | 1190327 | $94.0M | 31 | last filed Q1 2019 |
| Eurizon Asset Management Hungary Ltd. | 2110593 | $93.9M | 21 | last filed Q2 2026 |
| 734 Agriculture, LLC | 1591442 | $93.8M | 1 | last filed Q4 2018 |
| Measured Risk Portfolios, Inc. | 1576704 | $93.8M | 64 | Q3 2026 |
| WD Thunder CV Ultimate GP LLC | 2051763 | $93.5M | 1 | last filed Q2 2026 |
| Peak Capital Management LLC | 1710524 | $93.5M | 19 | last filed Q1 2020 |
| Square Wave Partners, L.P. | 1947907 | $93.4M | 8 | last filed Q1 2025 |
| Sonoma Private Wealth LLC | 1965757 | $93.1M | 72 | last filed Q2 2026 |
| BIVIN & ASSOCIATES, INC. | 1911156 | $93.1M | 314 | last filed Q2 2022 |
| SECOND CURVE CAPITAL LLC | 1136704 | $93.1M | 26 | last filed Q4 2021 |
| Millennium TVP Management Co., LLC | 1599955 | $93.1M | 6 | last filed Q4 2021 |
| Charles Carroll Financial Partners, LLC | 1899059 | $93.0M | 38 | last filed Q4 2023 |
| Wellment Financial | 1940000 | $92.9M | 39 | Q3 2026 |
| Covey Capital Advisors, LLC | 1568891 | $92.9M | 42 | last filed Q2 2025 |
| Capitol Family Office, Inc. | 1863768 | $92.9M | 37 | Q3 2026 |
| VALENTINE VENTURES LLC | 1025948 | $92.9M | 15 | last filed Q3 2019 |
| MILES CAPITAL, INC. | 1276151 | $92.8M | 129 | last filed Q1 2020 |
| SUMMITPOINT CAPITAL MANAGEMENT | 2108283 | $92.8M | 39 | last filed Q2 2026 |
| Aflac Inc | 4977 | $92.6M | 4 | last filed Q2 2026 |
| Ground Swell Capital, LLC | 1534450 | $92.6M | 145 | last filed Q2 2026 |
| Tilt Investment Management Holdings, PBC | 1971111 | $92.6M | 112 | last filed Q4 2023 |
| Jackson Brooke LLC | 2125215 | $92.4M | 1 | last filed Q2 2026 |
| Deuterium Capital Management, LLC | 1860487 | $92.4M | 24 | last filed Q2 2026 |
| Sunstone Asset Management, LP | 2111996 | $92.4M | 57 | last filed Q2 2026 |
| Significant Wealth Partners LLC | 1964680 | $92.4M | 116 | last filed Q2 2026 |
| Hyundai Investments Co., Ltd. | 1892772 | $92.3M | 72 | last filed Q2 2026 |
| Spearhead Capital Advisors, LLC | 1718982 | $92.3M | 100 | last filed Q3 2022 |
| Forefront Analytics, LLC | 1696802 | $92.0M | 37 | last filed Q2 2026 |
| Ventas, Inc. | 740260 | $91.9M | 1 | last filed Q2 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | 1727612 | $91.9M | 25 | Q3 2026 |
| AXA S.A. | 898427 | $91.9M | 46 | last filed Q2 2026 |
| Barker Partnership L.P. | 1655975 | $91.8M | 3 | last filed Q1 2020 |
| Point Break Capital Management, LLC | 1631943 | $91.7M | 20 | last filed Q2 2026 |
| Crystal Cove Asset Management, LLC | 2129719 | $91.7M | 20 | last filed Q2 2026 |
| Atlas Wealth Partners, LLC | 1965798 | $91.6M | 64 | last filed Q2 2026 |
| Wiser Advisor Group LLC | 2011550 | $91.3M | 229 | last filed Q2 2026 |
| BREAKLINE CAPITAL LLC | 1702973 | $91.1M | 26 | last filed Q4 2022 |
| Genesis Investment Management, LLP | 1300979 | $91.1M | 14 | last filed Q4 2024 |
| Epic Trust Investment Advisors, LLC | 1875953 | $90.8M | 111 | last filed Q2 2024 |
| block.one | 1810737 | $90.7M | 3 | last filed Q4 2022 |
| Snow Lake Management LP | 1974834 | $90.7M | 2 | last filed Q4 2023 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 315038 | $90.6M | 76 | last filed Q2 2026 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1316466 | $90.5M | 119 | last filed Q4 2021 |
| Tibra Equities Europe Ltd | 1729684 | $90.4M | 30 | last filed Q1 2022 |
| Artha Asset Management LLC | 1846784 | $90.3M | 21 | last filed Q3 2022 |
| Pacific Excel Wealth Advisors, Inc. | 2110884 | $90.1M | 116 | Q3 2026 |
| Aquila Investment Management LLC | 1610392 | $89.9M | 63 | last filed Q3 2024 |
| McGrath & Associates, Inc. | 2054701 | $89.8M | 44 | Q3 2026 |
| Accel Growth Fund V Associates L.L.C. | 1767987 | $89.8M | 2 | last filed Q2 2026 |
| QUANTUM CAPITAL MANAGEMENT | 1280511 | $89.7M | 222 | last filed Q3 2020 |
| Mowery & Schoenfeld Wealth Management, LLC | 2019946 | $89.6M | 365 | Q3 2026 |
| KERR FINANCIAL PLANNING Corp | 2095947 | $89.6M | 545 | last filed Q2 2026 |
| Lionsbridge Wealth Management LLC | 1800533 | $89.6M | 63 | Q3 2026 |
| Audent Global Asset Management, LLC | 1834874 | $89.6M | 46 | last filed Q2 2026 |
| MILESTONE WEALTH, LLC | 1904020 | $89.5M | 232 | last filed Q3 2022 |
| ERN LLC | 1929660 | $89.5M | 66 | last filed Q2 2022 |
| Invus Financial Advisors, LLC | 1802978 | $89.2M | 7 | last filed Q2 2024 |
| Mayar Capital Ltd. | 1858699 | $89.1M | 16 | last filed Q2 2026 |
| Visa Inc. | 1403161 | $89.1M | 4 | last filed Q3 2023 |
| Walleye Partners, LLC | 2068376 | $89.0M | 59 | Q3 2026 |
| Luminist Capital LLC | 1807270 | $89.0M | 418 | last filed Q2 2026 |
| Elm Ridge Management, LLC | 1483276 | $88.8M | 27 | last filed Q1 2024 |
| Signify Wealth | 1769062 | $88.6M | 26 | last filed Q4 2024 |
| ENGINE NO. 1 LLC | 1835549 | $88.6M | 6 | last filed Q3 2025 |
| Stone House Capital Management, LLC | 1589943 | $88.5M | 2 | last filed Q2 2026 |
| Hansberger Growth Investors, LP | 1619724 | $88.2M | 23 | last filed Q3 2020 |
| Column Group LLC | 1833486 | $88.1M | 3 | last filed Q2 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | 1056488 | $88.1M | 31 | Q3 2026 |
| BHZ CAPITAL MANAGEMENT, LP | 1618872 | $88.0M | 42 | last filed Q1 2024 |
| John W. Brooker & Co., CPAs | 1798926 | $88.0M | 74 | Q3 2026 |
| Jabre Capital Partners S.A. | 1429895 | $87.8M | 22 | last filed Q4 2018 |
| Terrapin Asset Management, LLC | 1965645 | $87.8M | 44 | last filed Q3 2023 |
| York Capital Management Global Advisors, LLC | 1480532 | $87.8M | 6 | last filed Q3 2025 |
| Canaan Partners IX LLC | 1654586 | $87.5M | 1 | last filed Q4 2023 |
| Diag Capital Management, LP | 1687807 | $87.4M | 40 | last filed Q4 2018 |
| Altium Investment Strategies LLC | 2131949 | $87.4M | 25 | Q3 2026 |
| Immersion Capital LLP | 1636441 | $87.4M | 11 | last filed Q1 2026 |
| Cypress Wealth Advisors LLC | 1461564 | $87.4M | 80 | last filed Q1 2019 |
| Vermillion Wealth Management, Inc. | 1737012 | $87.4M | 624 | Q3 2026 |
| Crawford Lake Capital Management, LLC | 1623796 | $87.4M | 15 | last filed Q4 2022 |
| Yoffe Investment Management, LLC | 2056336 | $87.4M | 113 | last filed Q2 2026 |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC | 1079161 | $87.3M | 96 | last filed Q2 2019 |
| Courant Investment Management LLC | 1695426 | $87.2M | 7 | Q3 2026 |
| NuWave Investment Management, LLC | 1536141 | $87.2M | 269 | last filed Q3 2022 |
| Bradyco, Inc. | 2055007 | $87.2M | 33 | last filed Q2 2026 |
| COWBIRD CAPITAL LP | 1761435 | $87.0M | 13 | last filed Q2 2024 |
| Tripletail Wealth Management, LLC | 2079812 | $86.9M | 278 | last filed Q2 2026 |
| Birch Run Capital Advisors, LP | 1541457 | $86.9M | 21 | last filed Q3 2021 |
| REYL & Cie S.A. | 1450599 | $86.7M | 154 | last filed Q2 2026 |
| Ascent Advisors, LLC | 2109853 | $86.7M | 54 | last filed Q2 2026 |
| Truxt Investmentos Ltda. | 1721168 | $86.6M | 17 | last filed Q2 2026 |
| Oslo Asset Management AS | 1512590 | $86.5M | 10 | last filed Q2 2024 |
| Empery Asset Management, LP | 1469336 | $86.5M | 32 | last filed Q2 2026 |
| Algorithmic Investment Models, LLC | 1806628 | $86.4M | 35 | last filed Q2 2026 |
| Yorkville Advisors Global, LP | 1838613 | $86.2M | 34 | last filed Q2 2026 |
| LaSalle Street Capital Management, LLC | 1679807 | $86.2M | 88 | last filed Q3 2019 |
| CPWA, LLC | 2134744 | $86.1M | 94 | last filed Q2 2026 |
| NATIONAL INVESTMENT SERVICES INC /WI | 939791 | $86.0M | 77 | last filed Q3 2019 |
| Wavelength Capital Management, LLC | 1872038 | $85.9M | 15 | last filed Q3 2023 |
| LUCAS CAPITAL MANAGEMENT | 1280577 | $85.7M | 46 | last filed Q4 2020 |
| Contango Wealth Management LLC | 2137383 | $85.6M | 52 | last filed Q1 2026 |
| GREYLOCK 15 GP LLC | 1877892 | $85.6M | 3 | last filed Q3 2024 |
| BBT Capital Management, LLC | 1544341 | $85.5M | 169 | last filed Q2 2019 |
| PICTET BANK & TRUST Ltd | 1535631 | $85.5M | 34 | Q3 2026 |
| BAYOU CITY ENERGY MANAGEMENT LLC | 1742941 | $85.4M | 1 | last filed Q4 2018 |
| Elite Life Management LLC | 2010262 | $85.4M | 61 | last filed Q2 2026 |
| BlueDrive Global Investors LLP | 1730235 | $85.4M | 10 | last filed Q3 2024 |
| Alpine Peaks Capital, LP | 1906602 | $85.4M | 20 | last filed Q2 2026 |
| CIF Asset Management Ltd | 1830820 | $85.2M | 9 | last filed Q3 2021 |
| TECHNOLOGY CROSSOVER MANAGEMENT V LLC | 1283643 | $85.2M | 2 | last filed Q3 2019 |
| Questar Asset Management, Inc. | 1764171 | $85.0M | 107 | last filed Q4 2018 |
| EnCap Energy Capital Fund VIII, L.P. | 1504103 | $84.9M | 2 | last filed Q4 2025 |
| White Mountains Advisors LLC | 1253840 | $84.7M | 3 | last filed Q3 2020 |
| FinDec Wealth Services, Inc. | 1916066 | $84.6M | 32 | last filed Q2 2026 |
| Longer Investments Inc. | 1534417 | $84.6M | 31 | last filed Q1 2019 |
| Deccan Value Investors L.P. | 1511702 | $84.6M | 1 | last filed Q1 2024 |
| Eos Focused Equity Management, L.P. | 1580572 | $84.5M | 26 | last filed Q3 2022 |
| Applied Fundamental Research, LLC | 1849776 | $84.5M | 10 | last filed Q2 2026 |
| HP Holding LLC f/k/a ISTM Associates, LLC | 1616282 | $84.5M | 1 | last filed Q4 2023 |
| NASPERS LTD | 1106051 | $84.4M | 2 | last filed Q2 2026 |
| Private Harbour Investment Management & Counsel, LLC | 1453526 | $84.3M | 36 | last filed Q2 2026 |
| JLP Asset Management, LLC | 1767141 | $84.2M | 26 | last filed Q4 2023 |
| Alpha Omega Group, Inc. | 1802876 | $84.1M | 21 | last filed Q1 2025 |
| Fiscal Wisdom Wealth Management, LLC | 2053757 | $84.1M | 106 | Q3 2026 |
| Riverview Trust Co | 1593600 | $83.9M | 166 | last filed Q2 2026 |
| Triveni Capital Investments LP | 2062730 | $83.8M | 15 | last filed Q2 2026 |
| Centennial Advisors, LLC | 1951376 | $83.7M | 75 | Q3 2026 |
| Prosperity Capital Management Ltd | 1514542 | $83.6M | 2 | last filed Q1 2020 |
| North Ground Capital | 2055446 | $83.4M | 33 | last filed Q2 2026 |
| L.M. KOHN & COMPANY | 870260 | $83.2M | 121 | last filed Q3 2025 |
| ArcLight Capital Partners, LLC | 1502945 | $83.2M | 2 | last filed Q2 2019 |
| STONEBRIDGE ADVISORS LLC | 1367441 | $83.0M | 3 | last filed Q2 2026 |
| Hauser Brothers GmbH | 1508236 | $83.0M | 4 | last filed Q2 2026 |
| Pensionfund Sabic | 1637246 | $82.9M | 73 | Q3 2026 |
| SINECERA CAPITAL, LLC | 1909816 | $82.9M | 30 | last filed Q3 2024 |
| Weather Gauge Advisory, LLC | 1762575 | $82.4M | 75 | last filed Q3 2021 |
| Trilantic Capital Management L.P. | 1462014 | $82.4M | 9 | last filed Q3 2022 |
| One01 Capital, LP | 1817181 | $82.3M | 18 | last filed Q3 2023 |
| WIT Partners Advisory Pte. Ltd. | 2000043 | $82.3M | 6 | Q3 2026 |
| Adirondack Research & Management Inc. | 1569100 | $82.2M | 98 | last filed Q3 2021 |
| ProCore Advisors, LLC | 2085963 | $82.2M | 91 | Q3 2026 |
| TEGEAN CAPITAL MANAGEMENT, LLC | 1536063 | $82.1M | 15 | last filed Q4 2023 |
| PCB Capital LLC | 2123661 | $82.1M | 114 | last filed Q2 2026 |
| New Century Advisors, LLC | 1574758 | $82.1M | 100 | last filed Q3 2022 |
| One Tusk Investment Partners LP | 1679027 | $82.0M | 12 | last filed Q3 2019 |
| Bryce Point Capital, LLC | 2019492 | $81.9M | 168 | last filed Q3 2025 |
| BRX Global LP | 1844103 | $81.9M | 3 | last filed Q2 2026 |
| MQS Management LLC | 1759395 | $81.9M | 253 | last filed Q2 2026 |
| Hickory Lane Capital Management LP | 1817276 | $81.7M | 24 | last filed Q1 2023 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | 1500605 | $81.7M | 37 | last filed Q2 2026 |
| ENDICOTT MANAGEMENT CO | 1165248 | $81.7M | 3 | last filed Q1 2022 |
| Lotus Technology Management, LP | 2095243 | $81.5M | 78 | last filed Q2 2026 |
| Rithm Capital Corp. | 1556593 | $81.4M | 38 | last filed Q2 2026 |
| MWG Management Ltd. | 1845151 | $81.3M | 3 | last filed Q3 2025 |
| Blue Creek Capital Management Ltd | 1854024 | $81.3M | 5 | last filed Q3 2025 |
| Nordflint Capital Partners Fondsmaeglerselskab A/S | 1815421 | $81.2M | 1 | Q3 2026 |
| Pavadi Capital LLC | 1906649 | $81.2M | 14 | last filed Q4 2023 |
| Lloyd Park, LLC | 1909251 | $81.0M | 81 | last filed Q3 2022 |
| LDR Capital Management LLC | 1566089 | $81.0M | 44 | Q3 2026 |
| Bell Rock Capital LLC | 1756283 | $81.0M | 94 | last filed Q3 2022 |
| Ridgeback Capital Investments L.P. | 1423994 | $80.9M | 1 | last filed Q2 2026 |
| Charis Legacy Partners, LLC | 2056602 | $80.9M | 29 | Q3 2026 |
| Acorn Advisory Capital L.P. | 1730745 | $80.8M | 25 | last filed Q3 2019 |
| BROADMARK ASSET MANAGEMENT LLC | 1095952 | $80.4M | 1 | last filed Q4 2023 |
| AMH Equity Ltd | 1600535 | $80.3M | 54 | last filed Q3 2025 |
| Maniyar Capital Advisors UK Ltd. | 1819870 | $80.2M | 1 | last filed Q3 2022 |
| Odey Asset Management LLP | 1512842 | $80.1M | 35 | last filed Q3 2023 |
| BANK OF EDWARDSVILLE | 1272346 | $80.1M | 93 | last filed Q2 2019 |
| Capital Advisor Network LLC | 2131047 | $79.9M | 183 | last filed Q2 2026 |
| Quaero Capital S.A. | 1843510 | $79.8M | 65 | last filed Q2 2025 |
| General Motors Holdings LLC | 1497345 | $79.8M | 4 | last filed Q2 2026 |
| SEIDMAN LAWRENCE B | 1026081 | $79.8M | 25 | last filed Q4 2020 |
| PREMIER ASSET MANAGEMENT LLC | 1374998 | $79.6M | 104 | last filed Q4 2022 |
| Assured Investment Management LLC | 1427430 | $79.5M | 1 | last filed Q3 2020 |
| AlphaOne Investment Services, LLC | 1482390 | $79.5M | 75 | last filed Q2 2020 |
| WestBridge Capital Management, LLC | 1846644 | $79.5M | 1 | last filed Q2 2026 |
| Founders Circle Capital LLC | 1887190 | $79.5M | 6 | last filed Q3 2024 |
| Trium Capital LLP | 1963860 | $79.4M | 53 | Q3 2026 |
| BILLINGS CAPITAL MANAGEMENT, LLC | 1578258 | $79.3M | 7 | last filed Q4 2021 |
| Angel Oak Capital Advisors, LLC | 1613158 | $79.3M | 30 | last filed Q2 2026 |
| ATW SPAC MANAGEMENT LLC | 1878495 | $79.2M | 152 | last filed Q3 2025 |
| Virginia Estate & Retirement Planning Advisors Inc. | 2115327 | $79.1M | 225 | Q3 2026 |
| Carnegie Mellon University | 1039067 | $78.9M | 5 | last filed Q2 2026 |
| Avory & Company, LLC | 1842766 | $78.9M | 34 | Q3 2026 |
| COMPASS FINANCIAL ADVISORS LLC | 1913221 | $78.9M | 123 | last filed Q1 2023 |
| PELHAM GLOBAL FINANCIALS LTD | 1696704 | $78.9M | 6 | last filed Q2 2022 |
| Dantai Capital Ltd | 1806570 | $78.8M | 27 | last filed Q3 2024 |
| DPM Capital LLC | 1711257 | $78.7M | 1 | last filed Q4 2021 |