Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| BYRNE FINANCIAL FREEDOM, LLC | $256,121,349 | 119 | $2,152,280 | June 30, 2026 |
| Meritas Wealth Management, LLC | $256,064,732 | 63 | $4,064,520 | June 30, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | $256,043,483 | 112 | $2,286,103 | June 30, 2026 |
| Punch Card Management L.P. | $255,951,708 | 5 | $51,190,342 | June 30, 2026 |
| Grunden Financial Advisory, Inc. | $255,943,002 | 35 | $7,312,657 | Dec. 31, 2025 Stale |
| Corigliano Investment Advisers, LLC | $255,936,168 | 37 | $6,917,194 | March 31, 2026 Previous quarter |
| Wealth Management Strategies, Inc. | $255,918,196 | 45 | $5,687,071 | June 30, 2026 |
| Yoder Wealth Management, Inc. | $255,851,445 | 129 | $1,983,345 | June 30, 2026 |
| Causey Wealth LLC | $255,848,515 | 83 | $3,082,512 | June 30, 2026 |
| 1248 Management, LLC | $255,823,980 | 149 | $1,716,939 | June 30, 2026 |
| Peirce Capital Management, LLC | $255,650,957 | 43 | $5,945,371 | March 31, 2026 Previous quarter |
| Tull Financial Group, Inc. | $255,531,424 | 35 | $7,300,898 | June 30, 2026 |
| Altrafin AG | $255,326,591 | 44 | $5,802,877 | June 30, 2026 |
| Impact Asset Management GmbH | $255,244,285 | 75 | $3,403,257 | March 31, 2025 Stale |
| Tribridge Partners Financial LLC | $255,197,088 | 82 | $3,112,160 | June 30, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | $255,167,275 | 197 | $1,295,265 | June 30, 2026 |
| Carolina Wealth Advisors, LLC | $255,145,600 | 278 | $917,790 | June 30, 2026 |
| Politan Capital Management LP | $255,024,054 | 2 | $127,512,027 | June 30, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | $254,974,577 | 160 | $1,593,591 | June 30, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | $254,914,444 | 144 | $1,770,239 | June 30, 2026 |
| Sprinkle Financial Consultants LLC | $254,907,740 | 104 | $2,451,036 | June 30, 2026 |
| State Insurance Fund | $254,847,751 | 1 | $254,847,751 | June 30, 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | $254,797,818 | 661 | $385,473 | June 30, 2025 Stale |
| Flatrock Wealth Partners LLC | $254,578,124 | 173 | $1,471,550 | June 30, 2026 |
| Avanda Investment Management Pte. Ltd. | $254,529,745 | 39 | $6,526,404 | June 30, 2026 |
| HARVEST MANAGEMENT LLC | $254,487,502 | 64 | $3,976,367 | June 30, 2026 |
| Millington Financial Advisors, LLC | $254,382,539 | 128 | $1,987,364 | June 30, 2026 |
| Essex Woodlands Management, Inc. | $254,232,337 | 5 | $50,846,467 | June 30, 2026 |
| Cherry Creek Investment Advisors, Inc. | $254,088,312 | 128 | $1,985,065 | June 30, 2026 |
| Ransom Advisory, Ltd | $253,927,257 | 433 | $586,437 | Dec. 31, 2025 Stale |
| Eastover Investment Advisors LLC | $253,894,575 | 49 | $5,181,522 | June 30, 2026 |
| Aurelius Family Office LLC | $253,867,968 | 49 | $5,180,979 | June 30, 2026 |
| STONE RUN CAPITAL, LLC | $253,864,322 | 71 | $3,575,554 | Sept. 30, 2025 Stale |
| GEM Asset Management, LLC | $253,851,170 | 116 | $2,188,372 | June 30, 2026 |
| Fairfield Financial Advisors, LTD | $253,842,784 | 66 | $3,846,103 | June 30, 2026 |
| Gainplan LLC | $253,816,047 | 61 | $4,160,919 | June 30, 2026 |
| McKinney Capital Management, LLC | $253,775,929 | 87 | $2,916,965 | June 30, 2026 |
| Oxinas Partners, LLC | $253,729,435 | 149 | $1,702,882 | June 30, 2026 |
| TRV GP IV, LLC | $253,684,290 | 2 | $126,842,145 | June 30, 2026 |
| Signature Resources Capital Management, LLC | $253,638,599 | 703 | $360,795 | June 30, 2026 |
| Endowment Wealth Management, Inc. | $253,503,240 | 181 | $1,400,570 | June 30, 2026 |
| WJ Wealth Management, LLC | $253,413,472 | 80 | $3,167,668 | June 30, 2026 |
| Dogwood Wealth Management LLC | $253,361,014 | 851 | $297,722 | June 30, 2026 |
| 93 Financial Group, LLC | $253,325,686 | 9 | $28,147,298 | June 30, 2026 |
| DCM Advisors, LLC | $253,303,420 | 38 | $6,665,879 | June 30, 2026 |
| Somerset Trust Co | $253,272,643 | 186 | $1,361,681 | June 30, 2026 |
| Hiley Hunt Wealth Management | $253,061,732 | 49 | $5,164,525 | June 30, 2026 |
| SimpliFi, Inc. | $253,036,861 | 45 | $5,623,041 | June 30, 2026 |
| Granite Harbor Advisors, Inc. | $252,907,099 | 132 | $1,915,963 | June 30, 2026 |
| Cane Capital Partners, LLC | $252,863,553 | 133 | $1,901,230 | June 30, 2026 |
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