Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| IDG-Accel China Capital II Associates L.P. | $436,787,445 | 1 | $436,787,445 | June 30, 2026 |
| Westend Capital Management, LLC | $437,153,384 | 242 | $1,806,419 | June 30, 2026 |
| Fairway Wealth LLC | $437,381,210 | 238 | $1,837,736 | June 30, 2026 |
| CITIZENS & NORTHERN CORP | $437,695,942 | 117 | $3,740,991 | June 30, 2026 |
| Astoria Strategic Wealth, Inc. | $437,787,059 | 36 | $12,160,752 | June 30, 2026 |
| Bridge City Capital, LLC | $438,141,585 | 114 | $3,843,347 | June 30, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | $438,393,318 | 174 | $2,519,502 | March 31, 2026 Previous quarter |
| HighVista Strategies LLC | $438,599,158 | 147 | $2,983,668 | June 30, 2026 |
| New Capital Management LP | $439,045,818 | 60 | $7,317,430 | June 30, 2026 |
| Wealth Group Ltd | $439,056,294 | 94 | $4,670,812 | March 31, 2026 Previous quarter |
| MSOP GP, L.L.C. | $439,261,556 | 3 | $146,420,519 | Dec. 31, 2025 Stale |
| Turiya Advisors Asia Ltd | $439,562,747 | 3 | $146,520,916 | June 30, 2026 |
| Grey Ledge Advisors, LLC | $439,789,801 | 248 | $1,773,346 | June 30, 2026 |
| Euclidean Capital LLC | $439,836,054 | 11 | $39,985,096 | June 30, 2026 |
| DOLIVER CAPITAL ADVISORS, INC. | $439,923,037 | 180 | $2,444,017 | March 31, 2026 Previous quarter |
| Abound Wealth Management | $440,091,015 | 1,491 | $295,165 | March 31, 2026 Previous quarter |
| Roberts Wealth Advisors, LLC | $440,261,730 | 111 | $3,966,322 | June 30, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $440,502,129 | 81 | $5,438,298 | June 30, 2026 |
| LONG WALK MANAGEMENT LP | $440,832,379 | 14 | $31,488,027 | June 30, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $440,999,916 | 156 | $2,826,923 | June 30, 2026 |
| Cardinal Strategic Wealth Guidance | $441,029,618 | 67 | $6,582,532 | June 30, 2026 |
| Morton Brown Family Wealth, LLC | $441,075,373 | 416 | $1,060,277 | June 30, 2026 |
| EdgeRock Capital LLC | $441,347,281 | 134 | $3,293,636 | June 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | $441,522,674 | 226 | $1,953,640 | June 30, 2026 |
| J. W. Coons Advisors, LLC | $442,024,870 | 240 | $1,841,770 | June 30, 2025 Stale |
| Sagewood Asset Management LP | $442,048,056 | 432 | $1,023,259 | June 30, 2026 |
| Cerro Pacific Wealth Advisors LLC | $442,181,271 | 165 | $2,679,886 | June 30, 2026 |
| HWG Holdings LP | $442,200,323 | 44 | $10,050,007 | June 30, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | $442,248,929 | 55 | $8,040,890 | June 30, 2026 |
| Tradewinds, LLC. | $442,293,699 | 215 | $2,057,180 | June 30, 2026 |
| Bouvel Investment Partners, LLC | $442,300,033 | 84 | $5,265,477 | June 30, 2026 |
| ADAMS STREET PARTNERS LLC | $442,653,630 | 4 | $110,663,408 | June 30, 2026 |
| Schechter Investment Advisors, LLC | $443,051,737 | 636 | $696,622 | March 31, 2025 Stale |
| Peak Planning Group, LLC | $443,130,265 | 128 | $3,461,955 | June 30, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | $443,398,881 | 145 | $3,057,923 | June 30, 2026 |
| TrueWealth Advisors, LLC | $443,553,666 | 235 | $1,887,462 | June 30, 2026 |
| Duncan Williams Asset Management, LLC | $443,610,227 | 172 | $2,579,129 | June 30, 2026 |
| VANCE WEALTH, LLC | $443,707,879 | 137 | $3,238,744 | June 30, 2026 |
| Venturi Wealth Management, LLC | $443,900,348 | 632 | $702,374 | June 30, 2026 |
| SK Wealth Management, LLC | $443,989,645 | 80 | $5,549,871 | June 30, 2026 |
| Empirical Asset Management, LLC | $444,014,115 | 448 | $991,103 | June 30, 2026 |
| Venator Management LLC | $444,042,160 | 27 | $16,446,006 | June 30, 2026 |
| Tidemark, LLC | $444,205,946 | 935 | $475,087 | June 30, 2026 |
| Wakefield Asset Management LLLP | $444,233,453 | 225 | $1,974,371 | June 30, 2026 |
| Arjuna Capital | $444,304,218 | 113 | $3,931,896 | June 30, 2026 |
| United Wealth Management, LLC | $444,406,496 | 24 | $18,516,937 | June 30, 2026 |
| Dodds Wealth, LLC | $444,568,976 | 56 | $7,938,732 | June 30, 2026 |
| CGC Financial Services, LLC | $444,659,863 | 337 | $1,319,465 | June 30, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $445,052,620 | 204 | $2,181,630 | June 30, 2026 |
| LITTLE HOUSE CAPITAL LLC | $445,104,037 | 113 | $3,938,974 | June 30, 2026 |
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