Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Heritage Wealth Management, Inc. /CA/ | $225,750,018 | 100 | $2,257,500 | June 30, 2026 |
| Sitrin Capital Management LLC | $225,672,871 | 39 | $5,786,484 | June 30, 2026 |
| Pacific Wealth Management | $225,535,463 | 19 | $11,870,288 | June 30, 2026 |
| Sea Cliff Partners Management, LP | $225,522,436 | 14 | $16,108,745 | June 30, 2026 |
| HATCH COVE CAPITAL, LLC | $225,379,966 | 24 | $9,390,832 | June 30, 2026 |
| Chronos Wealth Management, LLC | $225,353,425 | 38 | $5,930,353 | June 30, 2026 |
| Center For Asset Management LLC | $225,323,713 | 151 | $1,492,210 | June 30, 2026 |
| CWC Advisors, LLC. | $225,248,210 | 152 | $1,481,896 | June 30, 2026 |
| CVS HEALTH Corp | $225,165,890 | 21 | $10,722,185 | June 30, 2026 |
| Brucke Financial, Inc. | $225,067,520 | 175 | $1,286,100 | June 30, 2026 |
| Pennant Select, LLC | $225,059,992 | 15 | $15,003,999 | June 30, 2026 |
| Benchmark Wealth Management, LLC | $225,033,724 | 70 | $3,214,767 | June 30, 2025 Stale |
| Wealth Science Advisors LLC | $224,980,768 | 97 | $2,319,389 | June 30, 2026 |
| Colter Lewis Investment Partners LLC | $224,979,564 | 114 | $1,973,505 | June 30, 2026 |
| Fortress Wealth Management, Inc. | $224,835,995 | 75 | $2,997,813 | Sept. 30, 2025 Stale |
| Ciovacco Capital Management LLC | $224,732,806 | 35 | $6,420,937 | June 30, 2026 |
| CONWAY CAPITAL MANAGEMENT, INC. | $224,651,742 | 39 | $5,760,301 | June 30, 2026 |
| Moerus Capital Management LLC | $224,381,064 | 14 | $16,027,219 | June 30, 2026 |
| BancFirst Trust & Investment Management | $224,126,904 | 65 | $3,448,106 | June 30, 2026 |
| Wynn Capital, LLC | $223,990,049 | 116 | $1,930,949 | June 30, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | $223,892,095 | 35 | $6,396,917 | March 31, 2026 Previous quarter |
| GRANVILLE CAPITAL, INC. | $223,858,057 | 86 | $2,603,001 | June 30, 2026 |
| Finer Wealth Management, Inc. | $223,775,666 | 88 | $2,542,905 | June 30, 2026 |
| Capstone Capital Management Ltd | $223,554,489 | 160 | $1,397,216 | June 30, 2026 |
| Oxford Wealth Group, LLC | $223,547,320 | 89 | $2,511,768 | June 30, 2026 |
| GOANNA CAPITAL MANAGEMENT LLC | $223,540,479 | 2 | $111,770,240 | June 30, 2026 |
| Catawba River Capital | $223,491,154 | 24 | $9,312,131 | June 30, 2026 |
| Pointe Capital Management LLC | $223,490,909 | 157 | $1,423,509 | June 30, 2026 |
| Spectrum Planning & Advisory Services Inc. | $223,463,295 | 120 | $1,862,194 | June 30, 2026 |
| Twin Securities, Inc. | $223,450,874 | 13 | $17,188,529 | June 30, 2026 |
| Noble Wealth Management PBC | $223,442,845 | 778 | $287,202 | June 30, 2026 |
| State of New Jersey Common Pension Fund A | $223,389,657 | 3 | $74,463,219 | June 30, 2026 |
| Pureheart Capital Pte Ltd. | $223,340,489 | 4 | $55,835,122 | June 30, 2026 |
| Cadence Wealth Management LLC | $223,271,905 | 63 | $3,543,998 | June 30, 2026 |
| KilterHowling LLC | $223,189,595 | 50 | $4,463,792 | June 30, 2026 |
| JS Capital Management LLC | $223,180,857 | 1 | $223,180,857 | June 30, 2026 |
| Vestment Financial LLC | $223,088,057 | 41 | $5,441,172 | June 30, 2026 |
| Guinness Atkinson Asset Management Inc | $223,051,212 | 107 | $2,084,591 | June 30, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | $222,921,439 | 114 | $1,955,451 | June 30, 2026 |
| MTC Wealth Management LLC | $222,919,978 | 14 | $15,922,856 | June 30, 2026 |
| Attessa Capital LLC | $222,916,446 | 51 | $4,370,911 | June 30, 2026 |
| Andar Capital Management HK Ltd | $222,791,213 | 13 | $17,137,786 | June 30, 2026 |
| Socorro Asset Management LP | $222,763,906 | 33 | $6,750,421 | June 30, 2026 |
| Downshift Financial, LLC | $222,721,153 | 668 | $333,415 | June 30, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | $222,638,827 | 38 | $5,858,917 | June 30, 2026 |
| Symphony Financial Services, Inc. | $222,615,535 | 105 | $2,120,148 | June 30, 2026 |
| Tudor Financial Inc. | $222,477,852 | 152 | $1,463,670 | June 30, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | $222,416,008 | 100 | $2,224,160 | June 30, 2026 |
| Siligmueller & Norvid Wealth Advisors LLC | $222,412,396 | 156 | $1,425,720 | Sept. 30, 2025 Stale |
| Catherine Avery Investment Management LLC | $222,385,537 | 166 | $1,339,672 | June 30, 2026 |
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