Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Arcadia Wealth Management, Inc. | $209,558,254 | 58 | $3,613,073 | June 30, 2026 |
| apricus wealth, LLC | $209,500,807 | 129 | $1,624,037 | June 30, 2026 |
| Shearwater Capital LLC | $209,435,924 | 65 | $3,222,091 | June 30, 2026 |
| Integrity Financial Corp /WA | $209,317,913 | 292 | $716,842 | June 30, 2026 |
| Trust Investment Advisors | $209,315,736 | 97 | $2,157,894 | June 30, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | $209,195,544 | 20 | $10,459,777 | June 30, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | $209,120,413 | 61 | $3,428,203 | June 30, 2026 |
| Humankind Investments LLC | $209,117,363 | 22 | $9,505,335 | June 30, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | $209,061,805 | 141 | $1,482,708 | June 30, 2026 |
| HOGE FINANCIAL SERVICES, LLC | $208,889,904 | 83 | $2,516,746 | June 30, 2026 |
| IFS Advisors, LLC | $208,802,438 | 220 | $949,102 | June 30, 2026 |
| PACIFIC FINANCIAL GROUP INC | $208,627,298 | 85 | $2,454,439 | June 30, 2026 |
| Copperleaf Capital, LLC | $208,600,206 | 114 | $1,829,826 | Sept. 30, 2025 Stale |
| First Interstate Bank | $208,588,400 | 196 | $1,064,227 | June 30, 2026 |
| Financial Architects, LLC | $208,536,449 | 24 | $8,689,019 | June 30, 2026 |
| OPTIMA CAPITAL LLC | $208,488,701 | 165 | $1,263,568 | June 30, 2026 |
| Capelight Capital Asset Management LP | $208,421,034 | 38 | $5,484,764 | June 30, 2026 |
| PROMETHIUM ADVISORS,LLC | $208,346,310 | 122 | $1,707,757 | June 30, 2026 |
| Monument Group Wealth Advisors, LLC | $208,327,745 | 44 | $4,734,721 | June 30, 2026 |
| VALLEY WEALTH MANAGERS, INC. | $208,284,965 | 344 | $605,480 | June 30, 2026 |
| Moser Wealth Advisors, LLC | $208,284,488 | 200 | $1,041,422 | June 30, 2025 Stale |
| Meridian Financial Advisors, LLC | $208,134,577 | 146 | $1,425,579 | June 30, 2026 |
| Andrews Advisory Associates, LLC | $208,081,693 | 86 | $2,419,555 | June 30, 2026 |
| AFT, FORSYTH & COMPANY, INC. | $207,889,420 | 108 | $1,924,902 | June 30, 2026 |
| Arena Capital Advisors, LLC- CA | $207,877,031 | 21 | $9,898,906 | June 30, 2026 |
| Intelligent Financial Strategies | $207,836,862 | 60 | $3,463,948 | June 30, 2026 |
| Sheridan Capital Management, LLC | $207,809,031 | 31 | $6,703,517 | June 30, 2026 |
| William B. Walkup & Associates, Inc. | $207,704,637 | 258 | $805,057 | June 30, 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | $207,610,848 | 70 | $2,965,869 | June 30, 2026 |
| Babb Wealth Advisors LLC | $207,487,262 | 19 | $10,920,382 | June 30, 2026 |
| StepStone Group LP | $207,474,004 | 18 | $11,526,334 | March 31, 2026 Previous quarter |
| BCK Partners, Inc. | $207,442,393 | 28 | $7,408,657 | June 30, 2026 |
| Seven Bridges Advisors LLC | $207,423,533 | 16 | $12,963,971 | June 30, 2026 |
| Axis Wealth Partners, LLC | $207,397,281 | 183 | $1,133,318 | June 30, 2026 |
| RWQ Financial Management Services, Inc. | $207,337,699 | 24 | $8,639,071 | June 30, 2026 |
| Topel & Distasi Wealth Management, LLC | $207,280,298 | 57 | $3,636,496 | June 30, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | $207,277,849 | 111 | $1,867,368 | June 30, 2026 |
| CIBRA Capital Ltd | $207,207,070 | 25 | $8,288,283 | March 31, 2026 Previous quarter |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP | $207,079,222 | 13 | $15,929,171 | June 30, 2026 |
| CATALYST PRIVATE WEALTH, LLC | $207,070,499 | 82 | $2,525,250 | June 30, 2026 |
| Matisse Capital | $207,046,303 | 164 | $1,262,477 | March 31, 2026 Previous quarter |
| Tenret Co LLC | $206,988,277 | 33 | $6,272,372 | March 31, 2026 Previous quarter |
| Oak Wealth Advisors LLC | $206,978,267 | 68 | $3,043,798 | June 30, 2026 |
| Semus Wealth Partners LLC | $206,905,960 | 111 | $1,864,018 | June 30, 2026 |
| Hofer & Associates. Inc | $206,860,094 | 70 | $2,955,144 | June 30, 2026 |
| Mullaney, Keating & Wright, Inc. | $206,791,048 | 74 | $2,794,474 | June 30, 2026 |
| Aspen Wealth Strategies, LLC | $206,689,022 | 89 | $2,322,349 | June 30, 2026 |
| GordonMD Global Investments LP | $206,658,499 | 16 | $12,916,156 | June 30, 2026 |
| Avid Wealth Partners LLC | $206,560,722 | 77 | $2,682,607 | June 30, 2026 |
| SUTTON PLACE INVESTORS LLC | $206,519,013 | 148 | $1,395,399 | June 30, 2026 |
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