Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| IronBridge Private Wealth, LLC | $222,372,775 | 47 | $4,731,336 | June 30, 2026 |
| Ategra Capital Management, LLC | $222,318,991 | 24 | $9,263,291 | June 30, 2026 |
| Mirabaud Asset Management (France) SAS | $222,304,970 | 28 | $7,939,463 | June 30, 2026 |
| Whalen Wealth Management Inc. | $222,231,524 | 195 | $1,139,649 | June 30, 2026 |
| BankPlus Wealth Management LLC | $222,215,345 | 126 | $1,763,614 | June 30, 2026 |
| Coign Capital Advisors LLC | $222,182,626 | 88 | $2,524,803 | June 30, 2026 |
| PTM WEALTH MANAGEMENT, LLC | $222,090,331 | 62 | $3,582,102 | June 30, 2026 |
| 17 CAPITAL PARTNERS, LLC | $221,927,151 | 176 | $1,260,950 | June 30, 2026 |
| Sylvest Advisors, LLC | $221,831,643 | 78 | $2,843,995 | June 30, 2026 |
| Hyperion Capital Advisors LP | $221,748,674 | 67 | $3,309,682 | June 30, 2026 |
| Johnson Wealth Management, LLC | $221,685,815 | 58 | $3,822,169 | June 30, 2026 |
| Ampersand Capital Group, L.P. | $221,684,377 | 7 | $31,669,197 | June 30, 2026 |
| Monolith Management Ltd | $221,369,377 | 19 | $11,651,020 | June 30, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $221,347,162 | 102 | $2,170,070 | June 30, 2026 |
| Sunesis Advisors, LLC | $221,269,171 | 59 | $3,750,325 | March 31, 2026 Previous quarter |
| MWA Asset Management | $221,265,882 | 129 | $1,715,239 | June 30, 2026 |
| WIMMER ASSOCIATES 1, LLC | $221,216,824 | 113 | $1,957,671 | June 30, 2026 |
| Estate Planners Group, LLC | $221,091,583 | 70 | $3,158,451 | June 30, 2026 |
| Mendel Capital Management LLC | $221,042,686 | 99 | $2,232,754 | June 30, 2026 |
| Ryan Investment Management, Inc. | $220,913,433 | 30 | $7,363,781 | June 30, 2026 |
| Ameraudi Asset Management, Inc. | $220,775,483 | 45 | $4,906,122 | June 30, 2026 |
| GoalFusion Wealth Management, LLC | $220,482,692 | 30 | $7,349,423 | March 31, 2026 Previous quarter |
| Elios Financial Group Inc. | $220,469,340 | 120 | $1,837,245 | June 30, 2025 Stale |
| EJMK Ventures LLC | $220,308,624 | 162 | $1,359,930 | June 30, 2026 |
| DEEPWATER ASSET MANAGEMENT, LLC | $220,205,754 | 35 | $6,291,593 | June 30, 2026 |
| Yardley Wealth Management LLC | $220,120,165 | 37 | $5,949,194 | June 30, 2026 |
| One Wealth Map LLC | $220,082,182 | 106 | $2,076,247 | June 30, 2026 |
| Lake Hills Wealth Management, LLC | $220,035,389 | 62 | $3,548,958 | June 30, 2026 |
| Westfuller Advisors, LLC | $219,853,681 | 760 | $289,281 | Sept. 30, 2025 Stale |
| Infusive Asset Management Inc. | $219,828,187 | 30 | $7,327,606 | June 30, 2026 |
| Solano Wealth Investment Advisors LLC | $219,751,148 | 35 | $6,278,604 | June 30, 2026 |
| Exit Wealth Advisors, LLC. | $219,618,733 | 150 | $1,464,125 | June 30, 2026 |
| Boomfish Wealth Group, LLC | $219,531,506 | 95 | $2,310,858 | June 30, 2026 |
| Orion Resource Partners LP | $219,436,446 | 24 | $9,143,185 | June 30, 2026 |
| Enterprise Financial Services Corp | $219,384,710 | 184 | $1,192,308 | June 30, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | $219,270,247 | 125 | $1,754,162 | June 30, 2026 |
| CORNERSTONE ENTERPRISES, LLC | $219,238,711 | 42 | $5,219,969 | June 30, 2026 |
| William Marsh Rice University | $219,203,962 | 2 | $109,601,981 | June 30, 2026 |
| CANERECTOR INC | $219,175,751 | 9 | $24,352,861 | June 30, 2026 |
| Silphium Asset Management Ltd | $219,007,462 | 55 | $3,981,954 | June 30, 2026 |
| Pacific Point Advisors, LLC | $218,954,051 | 129 | $1,697,318 | June 30, 2026 |
| Comprehensive Wealth Management, LLC | $218,880,544 | 43 | $5,090,245 | June 30, 2026 |
| Sunbeam Capital Management, LLC | $218,791,934 | 124 | $1,764,451 | June 30, 2026 |
| Horrell Capital Management, Inc. | $218,769,299 | 196 | $1,116,170 | June 30, 2026 |
| 7G CAPITAL MANAGEMENT, LLC | $218,595,965 | 10 | $21,859,597 | June 30, 2026 |
| LifeGoal Investments, LLC | $218,476,125 | 155 | $1,409,523 | June 30, 2026 |
| PERRY CREEK CAPITAL LP | $218,442,480 | 11 | $19,858,407 | June 30, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | $218,390,704 | 571 | $382,471 | June 30, 2026 |
| Lantern Wealth Advisors, LLC | $218,386,066 | 184 | $1,186,881 | June 30, 2026 |
| Tiger Pacific Capital LP | $218,280,674 | 10 | $21,828,067 | June 30, 2026 |
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