AI Holders Summary · Q2 2026

50 institutions reported LIEN in Q2 2026. INTREPID CAPITAL MANAGEMENT INC leads at 24.3% 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

$7M756K2.62%Q2 2026 02

Sowell Financial Services LLC

CIK 0001633697

$5M531K0.14%Q3 2026 03

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$2M190K0.00%Q2 2026 04

Corient Private Wealth LLC

CIK 0001948780

$2M189K0.00%Q2 2026 05

CDC Financial, Inc.

CIK 0002077836

$2M177K0.73%Q2 2026 06

CONDOR CAPITAL MANAGEMENT

CIK 0001082491

$2M164K0.12%Q2 2026 07

HighTower Advisors, LLC

CIK 0001462245

$2M156K0.00%Q2 2026 08

PARTNERS CAPITAL INVESTMENT GROUP, LLP

CIK 0001694870

$1M145K0.05%Q2 2026 09

Black Maple Capital Management LP

CIK 0001588959

$1M136K0.98%Q4 2025 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$939K96K0.00%Q2 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$861K88K0.00%Q2 2026 12

Northeast Financial Consultants Inc

CIK 0001599863

$851K82K0.03%Q2 2025 13

BlackRock, Inc.

CIK 0002012383

$728K74K0.00%Q2 2026 14

Clayton Partners LLC

CIK 0001550509

$573K59K0.38%Q2 2026 15

BROWN ADVISORY INC

CIK 0001345929

$532K52K0.00%Q4 2025 16

RITHOLTZ WEALTH MANAGEMENT

CIK 0001698218

$531K54K0.01%Q2 2026 17

Apollon Wealth Management, LLC

CIK 0001764387

$477K49K0.01%Q2 2026 18

Venturi Wealth Management, LLC

CIK 0001666363

$392K40K0.02%Q2 2026 19

Gladstone Institutional Advisory LLC

CIK 0001766530

$377K39K0.01%Q2 2026 20

FIRETHORN WEALTH PARTNERS, LLC

CIK 0001845743

$363K38K0.12%Q3 2026

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