Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Cander Asset Management LP | $540,269,541 | 48 | $11,255,615 | June 30, 2026 |
| Wagner Wealth Management, LLC | $540,581,149 | 282 | $1,916,954 | June 30, 2026 |
| Verde Capital Management | $540,858,805 | 80 | $6,760,735 | June 30, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | $541,471,764 | 191 | $2,834,931 | June 30, 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | $541,778,793 | 46 | $11,777,800 | June 30, 2026 |
| Sandy Spring Bank | $541,793,383 | 1,217 | $445,188 | March 31, 2025 Stale |
| Artia Global Partners LP | $541,855,576 | 48 | $11,288,658 | June 30, 2026 |
| CV Advisors LLC | $541,877,662 | 134 | $4,043,863 | June 30, 2026 |
| LOUISBOURG INVESTMENTS INC. | $542,058,827 | 210 | $2,581,233 | June 30, 2026 |
| Lafayette Investments, Inc. | $542,436,968 | 162 | $3,348,376 | June 30, 2026 |
| Madrona Financial Services, LLC | $542,590,855 | 143 | $3,794,342 | June 30, 2026 |
| Crusonia Wealth Advisors LLC | $542,889,804 | 235 | $2,310,169 | June 30, 2026 |
| CHICAGO TRUST Co NA | $543,121,904 | 382 | $1,421,785 | June 30, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | $543,150,886 | 140 | $3,879,649 | June 30, 2026 |
| COERENTE CAPITAL MANAGEMENT | $543,259,922 | 43 | $12,633,952 | June 30, 2026 |
| Private Portfolio Partners LLC | $543,866,442 | 299 | $1,818,951 | Dec. 31, 2024 Stale |
| Abacus FCF Advisors LLC | $544,006,218 | 58 | $9,379,418 | June 30, 2026 |
| Broad Peak Investment Advisers Pte Ltd | $544,098,963 | 21 | $25,909,474 | June 30, 2026 |
| Privium Fund Management B.V. | $544,216,295 | 61 | $8,921,579 | June 30, 2026 |
| Riverpoint Wealth Management Holdings, LLC | $544,303,894 | 61 | $8,923,015 | June 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | $544,621,639 | 262 | $2,078,709 | June 30, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | $544,707,577 | 501 | $1,087,241 | June 30, 2026 |
| Drummond Knight Asset Management Pty Ltd | $544,849,689 | 16 | $34,053,106 | June 30, 2026 |
| TBH Global Asset Management, LLC | $545,895,911 | 263 | $2,075,650 | June 30, 2026 |
| Stordahl Capital Management, Inc. | $545,945,266 | 68 | $8,028,607 | June 30, 2026 |
| Lantz Financial LLC | $546,150,421 | 259 | $2,108,689 | June 30, 2026 |
| Hamilton Wealth, LLC | $546,231,052 | 118 | $4,629,077 | June 30, 2026 |
| DE BURLO GROUP INC | $546,638,059 | 90 | $6,073,756 | June 30, 2026 |
| Brooklyn FI, LLC | $546,888,989 | 434 | $1,260,113 | June 30, 2026 |
| Greenstone Partners, L.P. | $546,899,378 | 11 | $49,718,125 | Sept. 30, 2025 Stale |
| Rossby Financial, LCC | $547,124,523 | 2,144 | $255,189 | June 30, 2026 |
| CoreView Capital Management Ltd | $547,133,302 | 8 | $68,391,663 | June 30, 2026 |
| Stonebrook Private Inc. | $547,696,473 | 271 | $2,021,020 | June 30, 2026 |
| Coyle Financial Counsel LLC | $547,958,014 | 126 | $4,348,873 | June 30, 2026 |
| Clare Market Investments LLC | $548,069,747 | 174 | $3,149,826 | June 30, 2026 |
| EWA, LLC | $548,091,890 | 332 | $1,650,879 | June 30, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | $548,585,657 | 195 | $2,813,260 | June 30, 2026 |
| G2 Investment Partners Management LLC | $548,895,160 | 73 | $7,519,112 | June 30, 2026 |
| Harbour Capital Advisors, LLC | $549,115,766 | 299 | $1,836,508 | June 30, 2026 |
| MSH Capital Advisors LLC | $549,189,106 | 320 | $1,716,216 | June 30, 2026 |
| Simcoe Capital Management, LLC | $549,313,048 | 15 | $36,620,870 | June 30, 2026 |
| USA Financial Portformulas Corp | $549,629,073 | 414 | $1,327,606 | Dec. 31, 2025 Stale |
| LANDAAS & CO /WI /ADV | $549,651,404 | 149 | $3,688,936 | June 30, 2026 |
| KICKSTAND VENTURES, LLC. | $550,308,228 | 154 | $3,573,430 | June 30, 2026 |
| Lead Edge Capital Management, LLC | $550,379,596 | 12 | $45,864,966 | June 30, 2026 |
| Sensible Financial Planning & Management, LLC. | $550,651,337 | 31 | $17,762,946 | Sept. 30, 2025 Stale |
| ITHAKA GROUP LLC | $550,799,909 | 40 | $13,769,998 | June 30, 2026 |
| Pacific Ridge Capital Partners, LLC | $550,991,818 | 134 | $4,111,879 | June 30, 2026 |
| Warberg Asset Management LLC | $551,114,976 | 170 | $3,241,853 | June 30, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $551,727,289 | 33 | $16,719,009 | June 30, 2026 |
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