Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| CERTIOR FINANCIAL GROUP, LLC | $182,533,219 | 146 | $1,250,228 | June 30, 2026 |
| Nicholas Wealth, LLC. | $182,462,486 | 127 | $1,436,712 | June 30, 2026 |
| MEMBERS WEALTH LLC | $182,431,367 | 120 | $1,520,261 | June 30, 2026 |
| Darwins River Capital, LP | $182,382,713 | 26 | $7,014,720 | June 30, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | $182,328,524 | 66 | $2,762,553 | June 30, 2026 |
| PRENTISS SMITH & CO INC | $182,222,242 | 67 | $2,719,735 | June 30, 2026 |
| TPG Advisors LLC | $182,182,409 | 115 | $1,584,195 | June 30, 2026 |
| Magnolia Private Wealth, LLC | $182,168,949 | 153 | $1,190,647 | June 30, 2026 |
| Shotwell Rutter Baer Inc | $182,143,395 | 38 | $4,793,247 | June 30, 2026 |
| Brewster Financial Planning LLC | $182,128,262 | 30 | $6,070,942 | June 30, 2026 |
| CROWN ADVISORS MANAGEMENT, INC. | $182,114,272 | 43 | $4,235,216 | June 30, 2026 |
| PUREfi Wealth, LLC | $182,067,165 | 208 | $875,323 | June 30, 2026 |
| EQ WEALTH ADVISORS, LLC | $182,009,104 | 57 | $3,193,142 | June 30, 2026 |
| Fosse Capital Partners LLP | $181,965,251 | 3 | $60,655,084 | June 30, 2026 |
| LAM GROUP, INC. | $181,954,018 | 136 | $1,337,897 | March 31, 2026 Previous quarter |
| Taylor Financial Group, Inc. | $181,929,275 | 103 | $1,766,304 | June 30, 2026 |
| Elevate Capital Advisors, LLC | $181,896,710 | 77 | $2,362,295 | June 30, 2026 |
| Lagoda Investment Management, L.P. | $181,884,662 | 25 | $7,275,386 | June 30, 2026 |
| Wilkins Miller Wealth Management, LLC | $181,845,660 | 95 | $1,914,165 | June 30, 2026 |
| Prairie Sky Financial Group LLC | $181,837,047 | 71 | $2,561,085 | June 30, 2025 Stale |
| PERSPECTIVE WEALTH ADVISORS LLC | $181,815,656 | 70 | $2,597,367 | June 30, 2026 |
| Charter Oak Advisors LP | $181,764,687 | 14 | $12,983,192 | June 30, 2026 |
| Dean, Jacobson Financial Services, LLC | $181,723,966 | 22 | $8,260,180 | June 30, 2026 |
| Fiduciary Wealth Partners, LLC | $181,661,116 | 69 | $2,632,770 | June 30, 2026 |
| Hidden Cove Wealth Management, LLC | $181,572,778 | 133 | $1,365,209 | June 30, 2026 |
| SCALAR GAUGE MANAGEMENT, LLC | $181,563,773 | 27 | $6,724,584 | June 30, 2026 |
| Claris Financial LLC | $181,526,473 | 177 | $1,025,573 | March 31, 2026 Previous quarter |
| Fort Henry Capital, LLC | $181,519,103 | 17 | $10,677,594 | June 30, 2026 |
| Baring Financial LLC | $181,498,126 | 86 | $2,110,443 | June 30, 2026 |
| Retirement Wealth Solutions LLC | $181,495,810 | 811 | $223,793 | June 30, 2026 |
| Dominguez Wealth Management Solutions, Inc. | $181,484,721 | 75 | $2,419,796 | June 30, 2026 |
| Addis & Hill, Inc | $181,482,506 | 29 | $6,258,017 | June 30, 2026 |
| Rayburn West Financial Services LLC | $181,424,319 | 81 | $2,239,806 | June 30, 2026 |
| New Vernon Capital Holdings II LLC | $181,421,075 | 73 | $2,485,220 | June 30, 2026 |
| Clearwave Capital, LLC | $181,392,876 | 166 | $1,092,728 | June 30, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $181,326,078 | 19 | $9,543,478 | June 30, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | $181,312,198 | 111 | $1,633,443 | June 30, 2026 |
| Renaissance Capital LLC | $181,309,247 | 52 | $3,486,716 | June 30, 2026 |
| Ariston Services Group | $181,229,207 | 70 | $2,588,989 | June 30, 2026 |
| Integras Partners LLC | $181,214,134 | 100 | $1,812,141 | June 30, 2026 |
| Argo Wealth Advisory, LLC | $181,210,529 | 50 | $3,624,211 | June 30, 2026 |
| Nova Wealth Management, Inc. | $181,159,397 | 570 | $317,824 | June 30, 2026 |
| Daviman Financial, LLC | $181,145,018 | 92 | $1,968,968 | June 30, 2026 |
| Grafton Street Partners Management Company, LLC | $181,127,223 | 10 | $18,112,722 | June 30, 2026 |
| Meixler Investment Management, Ltd. | $181,094,067 | 90 | $2,012,156 | June 30, 2026 |
| Crawford Fund Management, LLC | $181,031,740 | 203 | $891,782 | June 30, 2026 |
| Axecap Investments, LLC | $180,848,091 | 73 | $2,477,371 | June 30, 2026 |
| My Portfolio Guide, LLC | $180,815,716 | 166 | $1,089,251 | March 31, 2026 Previous quarter |
| Asset Management Advisors, LLC | $180,807,891 | 17 | $10,635,758 | June 30, 2026 |
| Rochester Wealth Strategies, LLC | $180,681,384 | 27 | $6,691,903 | June 30, 2026 |
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