AI Holders Summary · Q1 2026

44 institutions reported LIEN in Q1 2026. INTREPID CAPITAL MANAGEMENT INC leads at 21.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

INTREPID CAPITAL MANAGEMENT INC

CIK 0001092838

$7M756K2.71%Q1 2026 02

Sowell Financial Services LLC

CIK 0001633697

$5M511K0.16%Q2 2026 03

Corient Private Wealth LLC

CIK 0001948780

$4M381K0.01%Q1 2026 04

JPMORGAN CHASE & CO

CIK 0000019617

$2M238K0.00%Q1 2026 05

Sage Mountain Advisors LLC

CIK 0001832274

$2M216K0.14%Q1 2026 06

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$2M182K0.00%Q1 2026 07

HighTower Advisors, LLC

CIK 0001462245

$2M174K0.00%Q1 2026 08

CONDOR CAPITAL MANAGEMENT

CIK 0001082491

$2M161K0.13%Q1 2026 09

LVM CAPITAL MANAGEMENT LTD/MI

CIK 0001053054

$2M161K0.14%Q1 2026 10

CDC Financial, Inc.

CIK 0002077836

$1M160K0.95%Q1 2026 11

Black Maple Capital Management LP

CIK 0001588959

$1M136K0.98%Q4 2025 12

Northeast Financial Consultants Inc

CIK 0001599863

$851K82K0.03%Q2 2025 13

BlackRock, Inc.

CIK 0002012383

$667K71K0.00%Q1 2026 14

BROWN ADVISORY INC

CIK 0001345929

$532K52K0.00%Q4 2025 15

Apollon Wealth Management, LLC

CIK 0001764387

$477K49K0.01%Q2 2026 16

Venturi Wealth Management, LLC

CIK 0001666363

$392K40K0.02%Q2 2026 17

FIRETHORN WEALTH PARTNERS, LLC

CIK 0001845743

$378K39K0.12%Q2 2026 18

Gladstone Institutional Advisory LLC

CIK 0001766530

$361K39K0.01%Q1 2026 19

CITADEL ADVISORS LLC

CIK 0001423053

$339K33K0.00%Q4 2025 20

Tidal Investments LLC

CIK 0001600064

$325K35K0.00%Q1 2026

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