Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Arrow Capital Management, LLC | $180,588,920 | 21 | $8,599,472 | June 30, 2026 |
| Upper Left Wealth Management, LLC | $180,463,491 | 73 | $2,472,103 | June 30, 2026 |
| Redwood Financial Network Corp | $180,337,794 | 192 | $939,259 | June 30, 2026 |
| Clarity Wealth Development LLC | $180,158,938 | 59 | $3,053,541 | June 30, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | $180,111,332 | 62 | $2,905,021 | June 30, 2026 |
| AMIRAL GESTION | $180,011,446 | 16 | $11,250,715 | March 31, 2026 Previous quarter |
| BIGLARI CAPITAL CORP. | $179,928,758 | 12 | $14,994,063 | June 30, 2026 |
| Investment Partners Asset Management, Inc. | $179,871,534 | 173 | $1,039,720 | June 30, 2026 |
| Grant/GrossMendelsohn, LLC | $179,868,759 | 134 | $1,342,304 | March 31, 2025 Stale |
| Haveli Investment Management LLC | $179,866,615 | 4 | $44,966,654 | June 30, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | $179,792,305 | 209 | $860,250 | June 30, 2026 |
| Potrero Capital Research LLC | $179,701,306 | 46 | $3,906,550 | June 30, 2026 |
| Vantus Wealth LLC | $179,676,756 | 236 | $761,342 | June 30, 2026 |
| URS Advisory LLC | $179,657,147 | 61 | $2,945,199 | June 30, 2026 |
| Cox Capital Mgt LLC | $179,655,172 | 81 | $2,217,965 | June 30, 2026 |
| Financial Designs Corp | $179,648,493 | 40 | $4,491,212 | March 31, 2026 Previous quarter |
| Watchtower Advisors, LP | $179,608,073 | 11 | $16,328,007 | June 30, 2026 |
| IMG Wealth Management, Inc. | $179,506,890 | 612 | $293,312 | June 30, 2026 |
| Three Magnolias Financial Advisors, LLC | $179,482,386 | 112 | $1,602,521 | June 30, 2026 |
| Gould Capital, LLC | $179,429,794 | 217 | $826,865 | June 30, 2026 |
| Knoll Capital Management, LLC | $179,307,999 | 37 | $4,846,162 | June 30, 2026 |
| GUERRA PAN ADVISORS, LLC | $179,199,805 | 118 | $1,518,642 | June 30, 2026 |
| Braun-Bostich & Associates Inc. | $179,097,988 | 135 | $1,326,652 | June 30, 2026 |
| Sanchez Gaunt Capital Management, LLC | $179,076,879 | 189 | $947,497 | June 30, 2026 |
| Lakewood Asset Management LLC | $179,022,096 | 107 | $1,673,104 | June 30, 2026 |
| VISTA FINANCE, LLC | $178,919,284 | 69 | $2,593,033 | June 30, 2026 |
| Langdon Equity Partners | $178,918,039 | 9 | $19,879,782 | June 30, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | $178,910,167 | 38 | $4,708,162 | June 30, 2026 |
| Rareview Capital LLC | $178,849,516 | 51 | $3,506,853 | June 30, 2026 |
| SG Americas Securities, LLC | $178,734,950 | 3,333 | $53,626 | June 30, 2026 |
| IMMERSION CORP | $178,728,110 | 7 | $25,532,587 | June 30, 2026 |
| DecisionMap Wealth Management, LLC | $178,679,534 | 145 | $1,232,273 | June 30, 2026 |
| Kamunting Street Capital Management, L.P. | $178,628,000 | 25 | $7,145,120 | June 30, 2026 |
| PURSUE WEALTH PARTNERS LLC | $178,574,520 | 91 | $1,962,357 | June 30, 2026 |
| Rolek Wealth Management LLC | $178,571,216 | 23 | $7,763,966 | June 30, 2026 |
| Reyes Financial Architecture, Inc. | $178,513,344 | 317 | $563,134 | June 30, 2026 |
| First International Bank & Trust | $178,310,293 | 56 | $3,184,112 | Sept. 30, 2025 Stale |
| CASCADE INVESTMENT GROUP, INC. | $178,297,889 | 156 | $1,142,935 | June 30, 2026 |
| Gallacher Capital Management LLC | $178,296,836 | 259 | $688,405 | June 30, 2026 |
| Presima Securities ULC | $178,268,498 | 48 | $3,713,927 | March 31, 2026 Previous quarter |
| Royal Capital Wealth Management, LLC | $178,160,850 | 101 | $1,763,969 | June 30, 2026 |
| Newport Capital Group, LLC | $178,149,519 | 58 | $3,071,543 | June 30, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | $178,135,643 | 29 | $6,142,608 | June 30, 2026 |
| Idaho Trust Co | $178,085,704 | 98 | $1,817,201 | June 30, 2026 |
| Von Berge Wealth Management Group, LLC | $178,065,682 | 64 | $2,782,276 | June 30, 2025 Stale |
| FACT Capital, LP | $177,961,335 | 17 | $10,468,314 | June 30, 2026 |
| Sarissa Capital Management LP | $177,878,251 | 10 | $17,787,825 | June 30, 2026 |
| Financial Advocates Investment Management | $177,875,804 | 104 | $1,710,344 | Sept. 30, 2025 Stale |
| NAPATREE CAPITAL LLC | $177,807,012 | 195 | $911,831 | March 31, 2025 Stale |
| Ownership Capital B.V. | $177,747,022 | 21 | $8,464,144 | Sept. 30, 2025 Stale |
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