Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Innova Wealth Partners | $244,197,096 | 180 | $1,356,651 | June 30, 2026 |
| Trademark Financial Management, LLC | $244,179,217 | 107 | $2,282,049 | June 30, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | $244,067,607 | 16 | $15,254,225 | June 30, 2026 |
| Second Half Financial Partners, LLC | $243,918,887 | 109 | $2,237,788 | June 30, 2026 |
| Sterling Group Wealth Management, LLC | $243,737,329 | 62 | $3,931,247 | June 30, 2026 |
| Grey Rock Energy Management, LLC | $243,722,919 | 1 | $243,722,919 | June 30, 2026 |
| Powers Capital, LLC | $243,689,639 | 2 | $121,844,820 | June 30, 2026 |
| MRWM Advisors, LLC | $243,306,197 | 80 | $3,041,327 | June 30, 2026 |
| Tejara Capital Ltd | $243,303,650 | 66 | $3,686,419 | June 30, 2026 |
| JNE Partners LLP | $243,217,386 | 6 | $40,536,231 | June 30, 2026 |
| MOTIVE WEALTH ADVISORS | $243,159,882 | 96 | $2,532,915 | June 30, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | $242,920,027 | 40 | $6,073,001 | June 30, 2026 |
| GREENBERG FINANCIAL GROUP | $242,872,299 | 113 | $2,149,312 | Dec. 31, 2025 Stale |
| NewGen Asset Management Ltd | $242,731,790 | 34 | $7,139,170 | June 30, 2026 |
| Legacy Wealth Managment, LLC/ID | $242,676,598 | 196 | $1,238,146 | June 30, 2026 |
| THREADGILL FINANCIAL, LLC | $242,625,985 | 36 | $6,739,611 | June 30, 2026 |
| WEBSTER BANK, N. A. | $242,550,465 | 698 | $347,494 | June 30, 2026 |
| One William Street Capital Management, L.P. | $242,488,349 | 15 | $16,165,890 | June 30, 2026 |
| Georgetown University | $242,467,200 | 11 | $22,042,473 | June 30, 2026 |
| Pacific Sun Financial Corp | $242,460,117 | 219 | $1,107,124 | June 30, 2026 |
| Selway Asset Management | $242,440,737 | 75 | $3,232,543 | March 31, 2025 Stale |
| Sound Stewardship, LLC | $242,417,708 | 73 | $3,320,791 | June 30, 2026 |
| Eukles Asset Management | $242,375,890 | 228 | $1,063,052 | June 30, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | $242,332,339 | 65 | $3,728,190 | June 30, 2026 |
| Long Island Wealth Management, Inc. | $242,195,113 | 95 | $2,549,422 | June 30, 2026 |
| DoubleLine ETF Adviser LP | $242,169,399 | 170 | $1,424,526 | June 30, 2026 |
| Wealthcare Capital Partners, LLC | $242,012,460 | 179 | $1,352,025 | June 30, 2026 |
| TrueWealth Financial Partners | $242,003,501 | 28 | $8,642,982 | June 30, 2026 |
| Royalty Pharma Sub-Manager, LLC | $241,917,580 | 4 | $60,479,395 | June 30, 2026 |
| Financial Harvest, LLC | $241,875,791 | 67 | $3,610,086 | June 30, 2026 |
| Unconventional Investor, LLC | $241,752,345 | 49 | $4,933,721 | June 30, 2026 |
| Arcus Capital Partners, LLC | $241,728,366 | 108 | $2,238,226 | June 30, 2026 |
| Thayer Partners, LLC / MA | $241,556,903 | 100 | $2,415,569 | June 30, 2026 |
| PEAK FINANCIAL ADVISORS LLC | $241,506,342 | 78 | $3,096,235 | June 30, 2026 |
| PACK Private Wealth, LLC | $241,467,938 | 61 | $3,958,491 | June 30, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | $241,411,144 | 41 | $5,888,077 | June 30, 2026 |
| NIA IMPACT ADVISORS, LLC | $241,387,390 | 72 | $3,352,603 | June 30, 2026 |
| Riverstone Advisors, LLC | $241,147,421 | 85 | $2,837,028 | June 30, 2026 |
| Financial Avengers, Inc. | $241,126,507 | 155 | $1,555,655 | June 30, 2026 |
| Westhampton Capital, LLC | $241,047,224 | 131 | $1,840,055 | June 30, 2026 |
| ARWA LLC | $241,022,839 | 139 | $1,733,977 | June 30, 2026 |
| Plotkin Financial Advisors, LLC | $240,988,312 | 110 | $2,190,803 | June 30, 2026 |
| Midwest Financial Partners Investments, Inc. | $240,787,220 | 80 | $3,009,840 | June 30, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $240,752,576 | 497 | $484,412 | June 30, 2026 |
| Avos Capital Management, LLC | $240,727,928 | 22 | $10,942,179 | June 30, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | $240,711,172 | 215 | $1,119,587 | June 30, 2026 |
| Hanwha Asset Management Co., Ltd. | $240,635,185 | 1 | $240,635,185 | June 30, 2025 Stale |
| Ardent Capital Management, Inc. | $240,619,575 | 47 | $5,119,565 | June 30, 2026 |
| Privium Fund Management (UK) Ltd | $240,447,603 | 29 | $8,291,297 | June 30, 2026 |
| Masso Torrence Wealth Management Inc. | $240,329,098 | 108 | $2,225,269 | Sept. 30, 2025 Stale |
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