Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| MSA Advisors, LLC | $388,570,841 | 43 | $9,036,531 | June 30, 2026 |
| St. Clair Advisors, LLC | $388,701,335 | 78 | $4,983,350 | June 30, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | $388,903,758 | 216 | $1,800,480 | June 30, 2026 |
| Cedar Wealth Management, LLC | $388,976,138 | 92 | $4,228,002 | June 30, 2026 |
| Trinity Financial Advisors LLC | $389,076,953 | 95 | $4,095,547 | June 30, 2026 |
| AIGH Capital Management LLC | $389,287,858 | 45 | $8,650,841 | June 30, 2026 |
| Narus Financial Partners, LLC | $389,311,820 | 177 | $2,199,502 | June 30, 2026 |
| Supplemental Annuity Collective Trust of NJ | $389,459,920 | 298 | $1,306,912 | June 30, 2026 |
| Smart Money Group LLC | $389,528,907 | 86 | $4,529,406 | June 30, 2026 |
| Legacy Wealth Management, LLC / MS | $389,560,103 | 114 | $3,417,194 | June 30, 2026 |
| Checkpoint Capital L.P. | $389,759,662 | 6 | $64,959,944 | June 30, 2026 |
| LongView Wealth Management | $389,795,264 | 227 | $1,717,160 | June 30, 2026 |
| Apeiron RIA LLC | $389,801,806 | 162 | $2,406,184 | June 30, 2026 |
| HTG Investment Advisors, Inc. | $390,073,732 | 88 | $4,432,656 | June 30, 2026 |
| FOCUSED ALPHA, LLC | $390,134,288 | 264 | $1,477,781 | June 30, 2026 |
| Quantum Private Wealth, LLC | $390,193,836 | 171 | $2,281,835 | June 30, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $390,390,442 | 103 | $3,790,198 | June 30, 2026 |
| First American Financial Corp | $390,465,037 | 3 | $130,155,012 | June 30, 2026 |
| DELTA AIR LINES, INC. | $390,520,618 | 3 | $130,173,539 | June 30, 2026 |
| Legacy CG, LLC | $390,610,489 | 45 | $8,680,233 | June 30, 2026 |
| Access Investment Management LLC | $390,620,600 | 144 | $2,712,643 | June 30, 2026 |
| ForthRight Wealth Management, LLC | $390,879,297 | 76 | $5,143,149 | June 30, 2026 |
| Private Wealth Advisors, LLC | $390,950,852 | 95 | $4,115,272 | June 30, 2026 |
| OAK FAMILY ADVISORS, LLC | $391,127,389 | 111 | $3,523,670 | June 30, 2026 |
| LIBRA WEALTH LLC | $391,229,378 | 70 | $5,588,991 | June 30, 2026 |
| Patriot Financial Partners GP II, L.P. | $391,261,222 | 12 | $32,605,102 | June 30, 2026 |
| Kingdom Financial Group LLC. | $391,457,626 | 851 | $459,997 | June 30, 2026 |
| Divergent Planning, LLC | $391,538,858 | 36 | $10,876,079 | Dec. 31, 2025 Stale |
| OFS Enterprise LLC | $391,706,070 | 106 | $3,695,340 | June 30, 2026 |
| SRH ADVISORS, LLC | $392,481,573 | 276 | $1,422,035 | June 30, 2026 |
| OnyxPoint Global Management LP | $392,568,119 | 34 | $11,546,121 | June 30, 2026 |
| FCA CORP /TX | $392,716,512 | 203 | $1,934,564 | June 30, 2026 |
| Snider Financial Group | $392,825,723 | 103 | $3,813,842 | June 30, 2026 |
| BridgePort Financial Solutions, LLC | $392,860,230 | 240 | $1,636,918 | June 30, 2026 |
| Crown Wealth Group, LLC | $392,991,724 | 150 | $2,619,945 | June 30, 2026 |
| Independent Wealth Network Inc. | $393,304,465 | 340 | $1,156,778 | June 30, 2026 |
| Oldfield Partners LLP | $393,345,717 | 18 | $21,852,540 | March 31, 2026 Previous quarter |
| Red Wave Investments LLC | $393,506,651 | 122 | $3,225,464 | June 30, 2026 |
| WHITE MOUNTAINS INSURANCE GROUP LTD | $393,601,043 | 2 | $196,800,522 | June 30, 2026 |
| 360 Financial, Inc. | $393,701,560 | 85 | $4,631,783 | June 30, 2026 |
| III Capital Management | $393,964,662 | 49 | $8,040,095 | June 30, 2026 |
| Stone Summit Wealth LLC | $394,028,811 | 144 | $2,736,311 | June 30, 2026 |
| Aurdan Capital Management, LLC | $394,222,217 | 99 | $3,982,043 | June 30, 2026 |
| MIC Capital Management UK LLP | $394,346,426 | 16 | $24,646,652 | June 30, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | $394,455,472 | 130 | $3,034,273 | June 30, 2026 |
| Prosperity Planning, Inc. | $394,652,005 | 110 | $3,587,746 | March 31, 2026 Previous quarter |
| Redwood Grove Capital, LLC | $394,714,148 | 25 | $15,788,566 | June 30, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $394,753,284 | 123 | $3,209,376 | June 30, 2026 |
| Knuff & Co LLC | $394,898,988 | 142 | $2,780,979 | June 30, 2026 |
| STEPH & CO | $394,967,758 | 283 | $1,395,646 | June 30, 2026 |
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