Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Evergreen Wealth Management, LLC | $213,278,932 | 55 | $3,877,799 | June 30, 2026 |
| LFG Wealth Partners, LLC | $213,275,556 | 98 | $2,176,281 | June 30, 2026 |
| BIRCHBROOK, INC. | $213,054,690 | 305 | $698,540 | June 30, 2026 |
| B Group, Inc. | $213,008,589 | 19 | $11,210,978 | June 30, 2026 |
| WIT Partners Advisory Pte. Ltd. | $213,008,331 | 16 | $13,313,021 | June 30, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $212,825,071 | 91 | $2,338,737 | June 30, 2026 |
| 4Thought Financial Group Inc. | $212,802,790 | 99 | $2,149,523 | June 30, 2026 |
| KM Capital Management Ltd. | $212,773,261 | 48 | $4,432,776 | June 30, 2026 |
| AAFMAA Wealth Management & Trust LLC | $212,719,344 | 95 | $2,239,151 | June 30, 2026 |
| Aegis Wealth Management LLC | $212,632,570 | 160 | $1,328,954 | June 30, 2026 |
| GERBER, LLC | $212,631,245 | 96 | $2,214,909 | June 30, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $212,554,903 | 124 | $1,714,152 | June 30, 2026 |
| Equinox Partners Investment Management LLC | $212,415,911 | 12 | $17,701,326 | June 30, 2026 |
| CAPE ANN SAVINGS BANK | $212,373,941 | 113 | $1,879,415 | June 30, 2026 |
| AFBI LP | $212,292,971 | 1 | $212,292,971 | June 30, 2026 |
| Blue Door Asset Management, LLC | $212,281,837 | 21 | $10,108,659 | June 30, 2026 |
| Novak & Powell Financial Services, Inc. | $212,142,828 | 171 | $1,240,601 | June 30, 2026 |
| Insight Inv LLC | $212,133,054 | 109 | $1,946,175 | June 30, 2026 |
| STRAIGHTLINE GROUP LLC | $212,083,223 | 19 | $11,162,275 | June 30, 2026 |
| Banque de Luxembourg S.A. | $211,989,604 | 78 | $2,717,815 | June 30, 2026 |
| Sun Financial Inc | $211,973,577 | 161 | $1,316,606 | June 30, 2026 |
| FPC INVESTMENT ADVISORY, INC. | $211,947,645 | 36 | $5,887,435 | June 30, 2026 |
| David J Yvars Group | $211,885,257 | 106 | $1,998,918 | June 30, 2026 |
| D. SCOTT NEAL, INC. | $211,869,931 | 58 | $3,652,930 | Sept. 30, 2025 Stale |
| HRC WEALTH MANAGEMENT, LLC | $211,667,435 | 59 | $3,587,584 | March 31, 2026 Previous quarter |
| Lindenwold Advisors | $211,630,124 | 110 | $1,923,910 | Sept. 30, 2025 Stale |
| StoryOne LLC | $211,597,718 | 79 | $2,678,452 | June 30, 2026 |
| Panoramic Capital Partners, LLC | $211,542,393 | 72 | $2,938,089 | June 30, 2026 |
| Merrion Investment Management Co, LLC | $211,293,950 | 106 | $1,993,339 | June 30, 2026 |
| Henderson Brothers Financial Partners, LLC | $211,250,627 | 77 | $2,743,515 | June 30, 2026 |
| RCS Financial Planning, LLC | $211,200,454 | 102 | $2,070,593 | June 30, 2026 |
| Investments & Financial Planning, LLC | $211,180,759 | 40 | $5,279,519 | June 30, 2026 |
| Kaufman Rossin Wealth, LLC | $211,069,361 | 112 | $1,884,548 | June 30, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | $210,984,089 | 127 | $1,661,292 | June 30, 2026 |
| McCarthy Asset Management, Inc. | $210,983,638 | 29 | $7,275,298 | June 30, 2026 |
| Kure Advisory, LLC | $210,964,933 | 62 | $3,402,660 | June 30, 2026 |
| Lunate Holding RSC Ltd | $210,946,304 | 4 | $52,736,576 | Dec. 31, 2024 Stale |
| ASSET PLANNING CORPORATION | $210,831,737 | 48 | $4,392,328 | Sept. 30, 2025 Stale |
| WISCONSIN CAPITAL MANAGEMENT LLC | $210,700,160 | 47 | $4,482,982 | June 30, 2026 |
| Lodestone Wealth Management LLC | $210,539,101 | 780 | $269,922 | June 30, 2026 |
| Stegner Investment Associates Inc. | $210,327,257 | 31 | $6,784,750 | June 30, 2026 |
| Aristotle Pacific Capital, LLC | $210,298,220 | 5 | $42,059,644 | June 30, 2026 |
| PLUSTICK MANAGEMENT LLC | $210,268,250 | 25 | $8,410,730 | June 30, 2026 |
| Three Cord True Wealth Management, LLC | $210,187,347 | 43 | $4,888,078 | June 30, 2026 |
| Beckerman Institutional, LLC | $210,165,069 | 124 | $1,694,880 | June 30, 2026 |
| Guardian Asset Advisors, LLC | $209,952,750 | 124 | $1,693,167 | June 30, 2026 |
| Index Venture Growth Associates V Ltd | $209,660,432 | 3 | $69,886,811 | June 30, 2026 |
| Values First Advisors, Inc. | $209,650,951 | 187 | $1,121,128 | June 30, 2026 |
| Baron Financial Group, LLC | $209,565,830 | 56 | $3,742,247 | June 30, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | $209,559,713 | 49 | $4,276,729 | June 30, 2026 |
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