Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| 2UniFi Bank | $206,511,324 | 519 | $397,902 | March 31, 2026 Previous quarter |
| ANDERA PARTNERS | $206,475,858 | 8 | $25,809,482 | June 30, 2026 |
| Harrington Investments, INC | $206,473,605 | 82 | $2,517,971 | June 30, 2026 |
| Corsicana & Co. | $206,373,285 | 309 | $667,875 | June 30, 2026 |
| Cassia Capital Partners, LLC | $206,282,955 | 69 | $2,989,608 | June 30, 2026 |
| Lexington Hill Partners, LLC | $206,238,776 | 77 | $2,678,426 | June 30, 2026 |
| GOLDEN ROAD ADVISORS LLC | $206,186,370 | 67 | $3,077,409 | June 30, 2026 |
| TFJ Management, LLC | $206,111,306 | 12 | $17,175,942 | June 30, 2026 |
| Galaxy Digital Capital Management GP LLC | $206,074,130 | 67 | $3,075,733 | June 30, 2026 |
| SOL Capital Management CO | $206,044,394 | 52 | $3,962,392 | March 31, 2026 Previous quarter |
| COOK WEALTH MANAGEMENT GROUP LLC | $206,044,394 | 52 | $3,962,392 | March 31, 2025 Stale |
| Creek Drive Management Group LLC | $205,987,155 | 48 | $4,291,399 | June 30, 2026 |
| Flight Deck Capital, LP | $205,955,321 | 11 | $18,723,211 | June 30, 2026 |
| HART & PATTERSON FINANCIAL GROUP LLC | $205,755,901 | 72 | $2,857,721 | Dec. 31, 2024 Stale |
| Lalia Capital, LLC | $205,747,125 | 15 | $13,716,475 | June 30, 2026 |
| Everstar Asset Management, LLC | $205,685,099 | 202 | $1,018,243 | June 30, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $205,673,192 | 80 | $2,570,915 | June 30, 2026 |
| TEXAS CAPITAL BANCSHARES INC/TX | $205,591,707 | 416 | $494,211 | Sept. 30, 2025 Stale |
| First City Capital Management, Inc. | $205,506,252 | 164 | $1,253,087 | June 30, 2026 |
| Bradley & Co. Private Wealth Management, LLC | $205,412,551 | 221 | $929,469 | June 30, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | $205,356,701 | 60 | $3,422,612 | June 30, 2026 |
| Redwood Wealth Management Group, LLC | $205,347,021 | 169 | $1,215,071 | March 31, 2026 Previous quarter |
| SPRING CAPITAL MANAGEMENT, LLC | $205,318,265 | 55 | $3,733,059 | June 30, 2026 |
| WESPAC Advisors, LLC | $205,131,034 | 200 | $1,025,655 | June 30, 2026 |
| Northwest Bancshares, Inc. | $205,027,259 | 175 | $1,171,584 | June 30, 2026 |
| Treasure Coast Financial Planning | $205,002,472 | 48 | $4,270,885 | June 30, 2026 |
| American Airlines Group Inc. | $204,971,228 | 1 | $204,971,228 | June 30, 2026 |
| Freedom Investment Management, Inc. | $204,894,954 | 106 | $1,932,971 | June 30, 2026 |
| THOMAS H LEE PARTNERS LP | $204,753,186 | 1 | $204,753,186 | June 30, 2025 Stale |
| LOWERY THOMAS, LLC | $204,713,488 | 57 | $3,591,465 | June 30, 2026 |
| Birch Capital Management, LLC | $204,688,309 | 79 | $2,590,991 | June 30, 2026 |
| Orcam Financial Group | $204,681,328 | 105 | $1,949,346 | June 30, 2026 |
| 11.2 Capital Management, LLC | $204,566,531 | 1 | $204,566,531 | June 30, 2026 |
| PINNEY & SCOFIELD, INC. | $204,546,537 | 232 | $881,666 | June 30, 2026 |
| William Allan Corp | $204,480,584 | 62 | $3,298,074 | June 30, 2026 |
| CAP Partners, LLC | $204,441,857 | 155 | $1,318,980 | June 30, 2026 |
| Martin Worley Group | $204,400,438 | 91 | $2,246,159 | June 30, 2025 Stale |
| Westview Management dba Westview Investment Advisors | $204,356,549 | 67 | $3,050,098 | June 30, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | $204,316,222 | 37 | $5,522,060 | June 30, 2026 |
| Buckland Partners Management Co LLC | $204,180,342 | 97 | $2,104,952 | June 30, 2026 |
| Mithaq Capital SPC | $204,047,752 | 3 | $68,015,917 | June 30, 2026 |
| EADS & HEALD WEALTH MANAGEMENT | $204,045,850 | 148 | $1,378,688 | June 30, 2026 |
| REDPOINT MANAGEMENT, LLC | $203,917,573 | 3 | $67,972,524 | June 30, 2026 |
| MB Generational Wealth, LLC | $203,894,918 | 66 | $3,089,317 | June 30, 2026 |
| 4J Wealth Management LLC | $203,870,576 | 111 | $1,836,672 | June 30, 2026 |
| Pacific Asset Management, LLC | $203,780,544 | 76 | $2,681,323 | June 30, 2026 |
| Donald L. Hagan, LLC | $203,703,024 | 86 | $2,368,640 | Sept. 30, 2025 Stale |
| Loudon Investment Management, LLC | $203,685,788 | 95 | $2,144,061 | June 30, 2026 |
| AF Advisors, Inc. | $203,598,155 | 30 | $6,786,605 | June 30, 2026 |
| Guardian Wealth Management, Inc. | $203,521,269 | 66 | $3,083,656 | June 30, 2026 |
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