Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Astor Investment Management LLC | $185,054,852 | 28 | $6,609,102 | June 30, 2025 Stale |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | $185,012,601 | 15 | $12,334,173 | June 30, 2026 |
| Compass Planning Associates Inc | $184,963,794 | 33 | $5,604,963 | June 30, 2026 |
| Walker Asset Management, LLC | $184,925,671 | 145 | $1,275,349 | March 31, 2026 Previous quarter |
| Byrne Asset Management LLC | $184,902,765 | 591 | $312,864 | June 30, 2026 |
| Millstone Evans Group, LLC | $184,847,509 | 877 | $210,773 | June 30, 2026 |
| Silver Grove Financial Group, Inc. | $184,789,023 | 2,450 | $75,424 | June 30, 2026 |
| WealthTrust Asset Management, LLC | $184,734,695 | 111 | $1,664,277 | June 30, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $184,657,335 | 97 | $1,903,684 | June 30, 2026 |
| Hibernia Wealth Partners, LLC | $184,645,382 | 82 | $2,251,773 | June 30, 2026 |
| INCOME RESEARCH & MANAGEMENT | $184,480,653 | 30 | $6,149,355 | June 30, 2026 |
| Daner Wealth Management, LLC | $184,471,856 | 96 | $1,921,582 | June 30, 2026 |
| Dale Q Rice Investment Management Ltd | $184,449,853 | 68 | $2,712,498 | June 30, 2026 |
| Strive Asset Management, LLC | $184,423,067 | 183 | $1,007,776 | Sept. 30, 2025 Stale |
| Occam Crest Management LP | $184,386,496 | 33 | $5,587,470 | June 30, 2026 |
| Tacita Capital Inc | $184,203,340 | 214 | $860,763 | June 30, 2026 |
| Tillman Hartley LLC | $184,178,371 | 94 | $1,959,344 | June 30, 2026 |
| FUTURE YOU WEALTH LLC | $184,101,992 | 58 | $3,174,172 | June 30, 2025 Stale |
| Ervin Investment Management, LLC | $184,078,636 | 47 | $3,916,567 | June 30, 2026 |
| Commerce Advisors, LLC | $184,061,481 | 128 | $1,437,980 | June 30, 2026 |
| Sterling Wealth Advisors Inc | $183,990,848 | 20 | $9,199,542 | June 30, 2026 |
| WFA Asset Management Corp | $183,952,001 | 196 | $938,531 | Sept. 30, 2025 Stale |
| Sanchez Levi Garrett | $183,947,292 | 74 | $2,485,774 | June 30, 2026 |
| BXM Wealth LLC | $183,818,027 | 163 | $1,127,718 | June 30, 2026 |
| Legend Capital Advisors LLC | $183,776,792 | 62 | $2,964,142 | June 30, 2026 |
| Northern Lights Advisors, Inc. | $183,767,180 | 72 | $2,552,322 | June 30, 2026 |
| Menard Financial Group LLC | $183,722,584 | 80 | $2,296,532 | June 30, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | $183,680,088 | 40 | $4,592,002 | June 30, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | $183,542,225 | 108 | $1,699,465 | June 30, 2026 |
| LeConte Wealth Management, LLC | $183,528,548 | 179 | $1,025,299 | June 30, 2026 |
| HERBST GROUP, LLC | $183,460,223 | 65 | $2,822,465 | June 30, 2026 |
| Millennium Capital Advisors, LLC | $183,431,414 | 137 | $1,338,915 | June 30, 2026 |
| Alpha Wealth Funds, LLC | $183,391,424 | 63 | $2,910,975 | June 30, 2026 |
| BCO Wealth Management LLC | $183,370,257 | 45 | $4,074,895 | June 30, 2026 |
| Brueske Advisory Services, LLC | $183,351,110 | 65 | $2,820,786 | Sept. 30, 2025 Stale |
| MCGUIRE CAPITAL ADVISORS INC | $183,330,658 | 910 | $201,462 | June 30, 2026 |
| Cascade Investment Advisors, Inc. | $183,298,370 | 113 | $1,622,109 | June 30, 2026 |
| Widmann Financial Services, Inc. | $183,129,551 | 123 | $1,488,858 | June 30, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | $183,104,615 | 46 | $3,980,535 | March 31, 2026 Previous quarter |
| Crew Capital Management, Ltd | $183,050,182 | 112 | $1,634,377 | June 30, 2026 |
| OPUS INVESTMENT MANAGEMENT INC | $183,047,863 | 31 | $5,904,770 | June 30, 2026 |
| BUSH INVESTMENT GROUP, LLC | $183,024,068 | 38 | $4,816,423 | March 31, 2026 Previous quarter |
| Vesa Equity Investment S.a r.l. | $182,957,891 | 1 | $182,957,891 | June 30, 2025 Stale |
| BNB Wealth Management, LLC | $182,916,737 | 94 | $1,945,923 | June 30, 2026 |
| Tevis Investment Management | $182,774,060 | 104 | $1,757,443 | June 30, 2026 |
| Cannon Wealth Management Services, LLC | $182,761,382 | 99 | $1,846,075 | June 30, 2026 |
| TB Capital Gestao de Recursos Ltda. | $182,702,829 | 19 | $9,615,938 | June 30, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | $182,694,597 | 100 | $1,826,946 | June 30, 2026 |
| Passumpsic Savings Bank | $182,642,293 | 90 | $2,029,359 | Dec. 31, 2025 Stale |
| Legacies Wealth LLC | $182,556,218 | 109 | $1,674,828 | June 30, 2026 |
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