Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Thoma Capital Management LLC | $187,523,863 | 53 | $3,538,186 | June 30, 2026 |
| AI-Squared Management Ltd | $187,484,886 | 19 | $9,867,626 | June 30, 2026 |
| INNEALTA CAPITAL, LLC | $187,390,709 | 91 | $2,059,239 | June 30, 2026 |
| CONGRUENCE CAPITAL, LLC | $187,341,781 | 28 | $6,690,778 | June 30, 2026 |
| Farrow Financial, Inc. | $187,320,043 | 55 | $3,405,819 | June 30, 2026 |
| C V STARR & CO INC | $187,294,593 | 5 | $37,458,919 | June 30, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | $187,263,442 | 79 | $2,370,423 | June 30, 2026 |
| Meadowbrook Advisors Group, LLC | $187,132,229 | 169 | $1,107,291 | June 30, 2026 |
| JCP Investment Management, LLC | $187,122,270 | 26 | $7,197,010 | June 30, 2026 |
| McAlister, Sweet & Associates, Inc. | $187,111,761 | 41 | $4,563,701 | June 30, 2026 |
| Wall Street Financial Group, Inc. | $187,065,181 | 120 | $1,558,877 | June 30, 2026 |
| Quantitative Strategies, Inc. | $187,025,334 | 23 | $8,131,536 | Dec. 31, 2024 Stale |
| Obsido Oy | $187,007,384 | 20 | $9,350,369 | June 30, 2026 |
| WARBURG PINCUS LLC | $186,992,700 | 1 | $186,992,700 | June 30, 2026 |
| Hudson Canyon Capital Management | $186,968,519 | 50 | $3,739,370 | June 30, 2026 |
| LTS Liquid Investments LLC | $186,944,361 | 8 | $23,368,045 | June 30, 2026 |
| Ponta Wealth Partners, LLC | $186,906,578 | 199 | $939,229 | June 30, 2026 |
| OPINICUS CAPITAL, INC. | $186,818,357 | 105 | $1,779,222 | June 30, 2026 |
| Robinson Value Management, Ltd. | $186,697,338 | 75 | $2,489,298 | June 30, 2026 |
| Sachetta, LLC | $186,622,329 | 1,025 | $182,071 | June 30, 2026 |
| Solas Capital Management, LLC | $186,606,047 | 21 | $8,886,002 | June 30, 2026 |
| Fee-Only Financial Planning, L.C. | $186,600,703 | 45 | $4,146,682 | June 30, 2026 |
| Oakum Bay Capital LLC | $186,600,434 | 88 | $2,120,459 | March 31, 2026 Previous quarter |
| Erickson Financial Group, LLC | $186,591,676 | 25 | $7,463,667 | June 30, 2026 |
| SummerHaven Investment Management, LLC | $186,574,045 | 192 | $971,740 | June 30, 2026 |
| Bay Capital Advisors, LLC | $186,548,003 | 108 | $1,727,296 | June 30, 2026 |
| GENTRY PRIVATE WEALTH, LLC | $186,493,625 | 108 | $1,726,793 | June 30, 2026 |
| Financial Planning Hawaii, Inc. | $186,437,325 | 134 | $1,391,323 | June 30, 2026 |
| Invera Wealth Advisors, LLC | $186,433,052 | 132 | $1,412,372 | June 30, 2026 |
| Forbes Financial Planning, Inc. | $186,418,531 | 38 | $4,905,751 | June 30, 2026 |
| Brookmont Capital Management | $186,384,237 | 61 | $3,055,479 | June 30, 2026 |
| Marin Bay Wealth Advisors, LLC | $186,048,641 | 129 | $1,442,238 | June 30, 2026 |
| Palliser Capital (UK) Ltd | $186,041,151 | 23 | $8,088,746 | June 30, 2026 |
| TI-TRUST, INC | $186,030,939 | 132 | $1,409,325 | June 30, 2026 |
| Envision Financial LLC | $185,843,286 | 46 | $4,040,071 | March 31, 2026 Previous quarter |
| Tranquilli Financial Advisor LLC | $185,828,896 | 135 | $1,376,510 | June 30, 2026 |
| Live Oak Investment Partners | $185,824,224 | 93 | $1,998,110 | June 30, 2026 |
| Fingerlakes Wealth Management, Inc. | $185,822,722 | 101 | $1,839,829 | June 30, 2026 |
| Horizon Family Wealth, Inc. | $185,784,693 | 93 | $1,997,685 | June 30, 2026 |
| Omega Fund Management, LLC | $185,685,956 | 10 | $18,568,596 | June 30, 2026 |
| LEIGH BALDWIN & CO., LLC | $185,670,254 | 182 | $1,020,166 | June 30, 2026 |
| Grafton Street Partners Fund, LP | $185,592,839 | 10 | $18,559,284 | Sept. 30, 2025 Stale |
| Godshalk Welsh Capital Management, Inc. | $185,589,402 | 137 | $1,354,667 | June 30, 2026 |
| Northland Capital Management LLC | $185,521,773 | 30 | $6,184,059 | June 30, 2026 |
| Lane & Associates LLC | $185,518,027 | 115 | $1,613,200 | March 31, 2025 Stale |
| MELFA WEALTH MANAGEMENT, INC. | $185,496,424 | 196 | $946,410 | June 30, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $185,300,864 | 39 | $4,751,304 | June 30, 2026 |
| WINCAP FINANCIAL LLC | $185,172,637 | 91 | $2,034,864 | June 30, 2026 |
| Integrated Financial Solutions, Inc. | $185,130,862 | 36 | $5,142,524 | June 30, 2026 |
| American Alpha Advisors, LLC | $185,107,538 | 95 | $1,948,500 | June 30, 2026 |
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