Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| North Ridge Wealth Advisors, Inc. | $177,728,779 | 193 | $920,875 | March 31, 2026 Previous quarter |
| RIHO Partners, LLC | $177,723,050 | 14 | $12,694,504 | June 30, 2026 |
| Bulwark Capital Corp | $177,689,153 | 105 | $1,692,278 | June 30, 2026 |
| Montaka Global Pty Ltd | $177,648,592 | 20 | $8,882,430 | June 30, 2026 |
| Cross Staff Investments Inc | $177,623,103 | 133 | $1,335,512 | June 30, 2026 |
| Rydar Equities, Inc. | $177,599,771 | 107 | $1,659,811 | June 30, 2026 |
| Objectivity Squared, LLC | $177,531,401 | 56 | $3,170,204 | June 30, 2026 |
| J.E. Simmons & Co., P.C. | $177,486,579 | 72 | $2,465,091 | June 30, 2026 |
| CHRISTINE MESSMER PC | $177,484,039 | 86 | $2,063,768 | June 30, 2026 |
| Medicxi Ventures Management (Jersey) Ltd | $177,424,615 | 3 | $59,141,538 | June 30, 2026 |
| Blackston Financial Advisory Group, LLC | $177,403,088 | 106 | $1,673,614 | June 30, 2026 |
| Stonepine Capital Management, LLC | $177,260,827 | 87 | $2,037,481 | June 30, 2026 |
| REGENERON PHARMACEUTICALS, INC. | $177,219,142 | 3 | $59,073,047 | June 30, 2026 |
| Marathon Strategic Advisors, LLC | $177,139,939 | 50 | $3,542,799 | June 30, 2026 |
| Holcombe Financial, Inc. | $177,136,361 | 51 | $3,473,262 | June 30, 2026 |
| Clark Wealth Partners | $177,115,958 | 571 | $310,186 | June 30, 2026 |
| WORMSER FRERES GESTION | $177,023,538 | 66 | $2,682,175 | June 30, 2026 |
| AdviceOne Advisory Services, LLC | $177,017,912 | 45 | $3,933,731 | June 30, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | $176,992,799 | 81 | $2,185,096 | June 30, 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | $176,953,828 | 158 | $1,119,961 | June 30, 2026 |
| Vannoy Advisory Group, Inc. | $176,922,782 | 30 | $5,897,426 | June 30, 2026 |
| IvyRock Asset Management (HK) Ltd | $176,907,229 | 25 | $7,076,289 | June 30, 2026 |
| W.H. Cornerstone Investments Inc. | $176,824,917 | 141 | $1,254,077 | June 30, 2026 |
| Jacksonville Wealth Management, LLC | $176,793,357 | 76 | $2,326,228 | June 30, 2026 |
| Five Pine Wealth Management | $176,740,823 | 51 | $3,465,506 | June 30, 2026 |
| Forthright Family Wealth Advisory LLC | $176,729,059 | 57 | $3,100,510 | June 30, 2026 |
| TLW Wealth Management, LLC | $176,716,270 | 20 | $8,835,814 | June 30, 2026 |
| Mountain Hill Investment Partners Corp. | $176,527,555 | 195 | $905,270 | June 30, 2026 |
| SJBENEN ADVISORY, LLC | $176,475,840 | 34 | $5,190,466 | June 30, 2026 |
| Clutterbuck Capital Management LLC | $176,401,071 | 6 | $29,400,179 | June 30, 2026 |
| Impala Asset Management LLC | $176,378,535 | 20 | $8,818,927 | June 30, 2026 |
| WEALTHGARDEN F.S. LLC | $176,363,162 | 187 | $943,119 | June 30, 2026 |
| Valley Brook Capital Group, Inc. | $176,312,217 | 120 | $1,469,268 | June 30, 2026 |
| Peak XV Partners Operations LLC | $176,306,397 | 1 | $176,306,397 | June 30, 2026 |
| CYBER HORNET ETFs LLC | $176,207,351 | 508 | $346,865 | June 30, 2026 |
| CASPIAN CAPITAL LP | $176,128,175 | 13 | $13,548,321 | June 30, 2026 |
| Black Maple Capital Management LP | $176,122,024 | 94 | $1,873,639 | June 30, 2026 |
| BML Capital Management, LLC | $176,054,067 | 18 | $9,780,782 | June 30, 2026 |
| Legend Financial Advisors, Inc. | $176,007,982 | 40 | $4,400,200 | June 30, 2026 |
| Karnit Road Accident Victims Compensation Fund | $175,983,741 | 17 | $10,351,985 | June 30, 2026 |
| ALBERT D MASON INC | $175,975,867 | 139 | $1,266,013 | June 30, 2026 |
| Dedeker Financial LLC | $175,954,076 | 55 | $3,199,165 | June 30, 2026 |
| Marcho Partners LLP | $175,834,912 | 6 | $29,305,819 | June 30, 2026 |
| Providence Financial Advisors, LLC | $175,814,703 | 60 | $2,930,245 | June 30, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | $175,803,122 | 31 | $5,671,068 | June 30, 2026 |
| RAINIER FAMILY WEALTH INC | $175,748,525 | 102 | $1,723,025 | June 30, 2026 |
| MILLBANK DARTMOOR PORTSMOUTH LLC | $175,742,002 | 2 | $87,871,001 | June 30, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | $175,655,298 | 78 | $2,251,991 | June 30, 2026 |
| Pelham Capital Ltd. | $175,591,797 | 12 | $14,632,650 | June 30, 2026 |
| Flavin Financial Services, Inc. | $175,495,378 | 81 | $2,166,610 | June 30, 2026 |
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