Institutionelle Investoren

Institution Portfolio-Wert Positionen Durchschn. Position Stand
RFP Financial Group LLC $103.631.496 64 $1.619.242 30. Juni 2026
Dai-ichi Life Holdings, Inc. $103.635.420 21 $4.935.020 30. September 2025 Veraltet
XY Capital Ltd $103.638.524 72 $1.439.424 30. Juni 2026
SAPPHIRE VENTURES, L.P. $103.802.691 4 $25.950.673 30. Juni 2026
Tallon Kerry Patrick $103.908.752 106 $980.271 31. Dezember 2024 Veraltet
MOZAYYX MANAGEMENT LLC $103.918.421 19 $5.469.391 30. Juni 2026
GRITSTONE ASSET MANAGEMENT LLC $103.951.932 174 $597.425 30. Juni 2026
CROWLEY WEALTH MANAGEMENT, INC. $103.968.821 415 $250.527 30. September 2025 Veraltet
Aznar Financial Advisors, LLC $104.080.387 31 $3.357.432 31. Dezember 2025 Veraltet
Xena Financial Planning, LLC $104.236.798 38 $2.743.074 30. Juni 2026
Trustees of the University of Pennsylvania $104.240.547 5 $20.848.109 30. Juni 2026
AIHC Capital Management Ltd $104.244.027 4 $26.061.007 30. Juni 2026
Strategic Financial Group, LLC $104.371.509 19 $5.493.237 30. Juni 2026
Jeter Robert S II $104.372.179 47 $2.220.685 30. Juni 2026
Verdad Advisers, LP $104.410.926 210 $497.195 30. Juni 2026
Indie Asset Partners, LLC $104.425.025 86 $1.214.244 30. Juni 2026
IDG China Venture Capital Fund V Associates L.P. $104.641.499 1 $104.641.499 30. Juni 2026
22NW, LP $104.683.608 14 $7.477.401 30. Juni 2026
Generations Wealth, LLC $105.317.890 36 $2.925.497 30. Juni 2026
Villanova Investment Management Co LLC $105.381.579 56 $1.881.814 30. Juni 2026
Board of the Pension Protection Fund $105.445.852 110 $958.599 30. Juni 2026
LGT CAPITAL PARTNERS LTD. $105.469.928 38 $2.775.524 30. Juni 2026
Hyposwiss Advisors SA $105.542.401 104 $1.014.831 30. Juni 2026
OneAscent Investment Solutions LLC $105.605.667 144 $733.373 30. Juni 2026
Trask Adam Roland $105.678.682 190 $556.204 31. März 2026 Vorquartal
Elevated Private Wealth, LLC $105.684.114 76 $1.390.580 30. Juni 2026
KEMPNER CAPITAL MANAGEMENT INC. $105.834.000 43 $2.461.256 31. Dezember 2025 Veraltet
Gibson Capital, LLC $105.834.669 94 $1.125.901 30. Juni 2026
CONTINENTAL INVESTORS SERVICES, INC. $105.835.868 81 $1.306.616 31. März 2026 Vorquartal
Expressive Wealth LLC $105.889.150 133 $796.159 30. Juni 2026
Lakeshore Capital Group, Inc. $105.946.971 74 $1.431.716 30. Juni 2026
Calder Financial LLC $106.148.847 43 $2.468.578 30. Juni 2026
Plus Group Wealth Advisors LLC $106.327.563 48 $2.215.158 30. Juni 2026
October Effect Ltd $106.349.825 64 $1.661.716 30. Juni 2026
STF Management LP $106.548.368 101 $1.054.934 31. Dezember 2025 Veraltet
CFG Wealth Management Services, Inc. $106.553.752 80 $1.331.922 30. Juni 2026
Ebert Capital Management Inc. $106.560.826 28 $3.805.744 30. Juni 2026
American Wealth Advisors, LLC $106.566.698 42 $2.537.302 30. Juni 2026
Intentional Wealth Strategies, LLC $106.653.180 68 $1.568.429 30. Juni 2026
Lord & Richards Wealth Management, LLC $106.668.971 49 $2.176.918 30. Juni 2026
Fullerton Advisors, LLC $106.926.671 54 $1.980.124 30. Juni 2026
Burkett Asset Management Ltd $106.983.340 59 $1.813.277 30. Juni 2026
BRC-Global BAH Investments Ltd. $107.035.375 1 $107.035.375 31. März 2026 Vorquartal
Quest 10 Wealth Builders, Inc. $107.126.240 776 $138.049 30. Juni 2026
Centricity Wealth Management, LLC $107.127.666 454 $235.964 31. Dezember 2024 Veraltet
Marathon Partners Equity Management, LLC $107.159.128 17 $6.303.478 30. Juni 2026
Retireful, LLC $107.471.924 81 $1.326.814 30. Juni 2026
Bedminster, LLC $107.483.458 53 $2.027.990 31. März 2026 Vorquartal
KRAFT ASSET MANAGEMENT, LLC $107.510.078 41 $2.622.197 30. Juni 2025 Veraltet
Finward Bancorp $107.575.099 107 $1.005.375 30. Juni 2026
Seite 24 von 189