B. Riley Financial Top Holdings and 13F Report (2026)

About B. Riley Financial

B. Riley Financial NASDAQ: RILY has filed 13-F forms with the SEC as an investor. B. Riley Financial is itself a publicly traded company. B. Riley Financial, Inc., headquartered in Los Angeles, California, is a diversified financial services company offering a broad range of advisory and investment solutions to individual, corporate and institutional clients. Since its founding in 1997 by Bryant E. Riley, the firm has expanded its capabilities across two primary segments: financial solutions and operations solutions. Its financial solutions segment provides investment banking services, equity research, merger and acquisition advisory, corporate finance, restructuring advisory and private capital solutions. For more information on B. Riley Financial stock, visit the B. Riley Financial stock profile here.

Investment Activity

B. Riley Financial has $433.57 million in total holdings as of June 30, 2026.
B. Riley Financial owns shares of 37 different stocks, but just 1 company or ETF makes up 80% of its holdings.
Approximately 2.82% of the portfolio was purchased this quarter.
About 7.68% of the portfolio was sold this quarter.
This quarter, B. Riley Financial has purchased 21 new stocks and bought additional shares in 0 stocks.
B. Riley Financial sold shares of 5 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Babcock: $386,995,960
DoubleDown Interactive: $18,751,111
SEQUANS COMMUNICATIONS S.A.: $4,897,149
Oncology Institute: $4,032,280
ROMAN DBDR ACQUISITION CORP II: $3,190,132

Largest New Holdings this Quarter

64428N109 - NEW ERA ENERGY & DIGITAL, INC.: $2,647,700 Holding
25460E232 - Direxion Daily Small Cap Bear 3X Shares: $1,895,000 Holding
16935C109 - CHIME FINANCIAL, INC.: $1,638,400 Holding
038169207 - Applied Digital: $1,007,510 Holding
88339P101 - RealReal: $366,103 Holding

Largest Purchases this Quarter

NEW ERA ENERGY & DIGITAL, INC.: 415,000 shares (about $2.65M)
Direxion Daily Small Cap Bear 3X Shares: 500,000 shares (about $1.90M)
CHIME FINANCIAL, INC.: 80,000 shares (about $1.64M)
Applied Digital: 27,011 shares (about $1.01M)
RealReal: 31,052 shares (about $366.10K)

Largest Sales this Quarter

DoubleDown Interactive: 1,834,137 shares (about $21.06M)
SEQUANS COMMUNICATIONS S.A.: 319,103 shares (about $1.09M)
Oncology Institute: 187,141 shares (about $1.02M)
LifeMD: 234,261 shares (about $967.50K)
XEROX HOLDINGS CORPORATION: 98,000 shares (about $33.64K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BW Babcock	$386,995,960		0.0%	27,446,522	89.3%	Industrials
DDI DoubleDown Interactive	$18,751,111	$21,055,893 â–¼	-52.9%	1,633,372	4.3%	Communication Services
SEQUANS COMMUNICATIONS S.A.	$4,897,149	$1,086,535 â–¼	-18.2%	1,438,237	1.1%	Sponsored ADS
TOI Oncology Institute	$4,032,280	$1,016,176 â–¼	-20.1%	742,593	0.9%	Healthcare
ROMAN DBDR ACQUISITION CORP II	$3,190,132		0.0%	605,913	0.7%	ORDINARY SHARES CLASS A
NEW ERA ENERGY & DIGITAL, INC.	$2,647,700	$2,647,700 â–²	New Holding	415,000	0.6%	COMMON STOCK
LFMD LifeMD	$2,632,127	$967,498 â–¼	-26.9%	637,319	0.6%	Healthcare
TZA Direxion Daily Small Cap Bear 3X Shares	$1,895,000	$1,895,000 â–²	New Holding	500,000	0.4%	ETF
CHIME FINANCIAL, INC.	$1,638,400	$1,638,400 â–²	New Holding	80,000	0.4%	COMMON STOCK
APLD Applied Digital	$1,007,510	$1,007,510 â–²	New Holding	27,011	0.2%	Technology
REAL RealReal	$366,103	$366,103 â–²	New Holding	31,052	0.1%	Consumer Discretionary
RDVT Red Violet	$345,617	$345,617 â–²	New Holding	5,424	0.1%	Industrials
ETON Eton Pharmaceuticals	$339,665	$339,665 â–²	New Holding	9,383	0.1%	Healthcare
ROG Rogers	$333,845	$333,845 â–²	New Holding	2,039	0.1%	Technology
MGNI Magnite	$318,446	$318,446 â–²	New Holding	16,778	0.1%	Communication Services
CDZI Cadiz	$314,486	$314,486 â–²	New Holding	75,236	0.1%	Utilities
ANGEL STUDIOS, INC.	$297,721	$297,721 â–²	New Holding	81,123	0.1%	COMMON STOCK
VSEC VSE	$293,166	$293,166 â–²	New Holding	1,283	0.1%	Industrials
PRG PROG	$288,656	$288,656 â–²	New Holding	6,193	0.1%	Finance
ABACUS GLOBAL MANAGEMENT, INC.	$257,115	$257,115 â–²	New Holding	24,007	0.1%	COMMON STOCK
TRIN Trinity Capital	$240,674	$240,674 â–²	New Holding	13,453	0.1%	Finance
OTG ACQUISITION CORP. I	$237,360		0.0%	115,000	0.1%	ORDINARY SHARES CLASS A
ADTN ADTRAN	$237,176	$237,176 â–²	New Holding	17,063	0.1%	Technology
NABL N-able	$230,076	$230,076 â–²	New Holding	62,691	0.1%	Technology
NPK INTERNATIONAL INC.	$229,597	$229,597 â–²	New Holding	14,431	0.1%	COMMON STOCK
ECOR electroCore	$216,899	$216,899 â–²	New Holding	25,104	0.1%	Healthcare
CORE NATURAL RESOURCES, INC.	$204,291	$204,291 â–²	New Holding	2,553	0.0%	COMMON STOCK
AMPX Amprius Technologies	$179,057	$179,057 â–²	New Holding	12,919	0.0%	Industrials
XBP GLOBAL HOLDINGS, INC.	$170,884		0.0%	73,657	0.0%	COMMON STOCK
GCT SEMICONDUCTOR HOLDING, INC.	$168,749		0.0%	56,818	0.0%	COMMON STOCK
CABLE ONE, INC.	$130,000	$130,000 â–²	New Holding	200,000	0.0%	NOTE
BLAIZE HOLDINGS, INC.	$115,027		0.0%	83,353	0.0%	COMMON STOCK
SHARPLINK, INC.	$109,982	$109,982 â–²	New Holding	22,913	0.0%	COMMON STOCK
UAMY United States Antimony	$108,900	$108,900 â–²	New Holding	15,000	0.0%	Materials
STARDUST POWER INC.	$65,710		0.0%	42,122	0.0%	COMMON STOCK
ROYALTY MANAGEMENT HOLDING CORPORATION	$52,400		0.0%	20,000	0.0%	CLASS A COMMON STOCK
XEROX HOLDINGS CORPORATION	$35,013	$33,640 â–¼	-49.0%	102,000	0.0%	NOTE
RIOT Riot Platforms	$0	$4,017,000 â–¼	-100.0%	0	0.0%	Technology
TACT TransAct Technologies	$0	$1,795,721 â–¼	-100.0%	0	0.0%	Technology
DAVE Dave	$0	$1,218,630 â–¼	-100.0%	0	0.0%	Finance
URG Ur Energy	$0	$894,000 â–¼	-100.0%	0	0.0%	Energy
NN NextNav	$0	$801,000 â–¼	-100.0%	0	0.0%	Technology
MCW Mister Car Wash	$0	$209,100 â–¼	-100.0%	0	0.0%	Consumer Discretionary
NNAVW NextNav	$0	$132,930 â–¼	-100.0%	0	0.0%	Technology
DHC Diversified Healthcare Trust	$0	$66,400 â–¼	-100.0%	0	0.0%	Real Estate

Showing largest 100 holdings. View all holdings.

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B. Riley Financial Top Holdings and 13F Report (2026)

About B. Riley Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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B. Riley Financial Top Holdings and 13F Report (2026)

About B. Riley Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofB. Riley Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools