Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Salvus Wealth Management, LLC | $171,968,763 | 126 | $1,364,831 | March 31, 2026 Previous quarter |
| Paladin Wealth, LLC | $171,942,015 | 134 | $1,283,149 | June 30, 2026 |
| Gambit Capital Management, LLC | $171,798,589 | 103 | $1,667,947 | June 30, 2026 |
| Graphene Investments SAS | $171,755,798 | 42 | $4,089,424 | June 30, 2026 |
| Collaborative Fund Advisors, LLC | $171,755,048 | 182 | $943,709 | June 30, 2026 |
| Shade Tree Advisors LLC | $171,708,907 | 29 | $5,920,997 | June 30, 2026 |
| Welch Financial Planning, LLC | $171,624,603 | 71 | $2,417,248 | June 30, 2026 |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | $171,580,404 | 13 | $13,198,493 | June 30, 2025 Stale |
| STEPHENS GROUP, LLC | $171,507,415 | 4 | $42,876,854 | March 31, 2026 Previous quarter |
| BRIAN LOW FINANCIAL GROUP, LLC | $171,429,376 | 116 | $1,477,839 | June 30, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $171,389,622 | 38 | $4,510,253 | June 30, 2026 |
| Lifetime Wealth Management P.C. | $171,314,803 | 90 | $1,903,498 | June 30, 2026 |
| Pingora Partners LLC | $171,269,239 | 182 | $941,040 | June 30, 2026 |
| Del-Sette Capital Management, LLC | $171,255,619 | 50 | $3,425,112 | June 30, 2026 |
| Coastline Trust Co | $171,159,746 | 406 | $421,576 | June 30, 2026 |
| Fidato Wealth LLC | $171,117,050 | 14 | $12,222,646 | June 30, 2026 |
| CFC Planning Co LLC | $171,019,318 | 71 | $2,408,723 | June 30, 2026 |
| Guided Capital Wealth Management, LLC | $171,014,719 | 35 | $4,886,135 | June 30, 2026 |
| Alexis Investment Partners, LLC | $170,986,883 | 38 | $4,499,655 | June 30, 2026 |
| Longview Financial Advisors, Inc. | $170,978,376 | 43 | $3,976,241 | June 30, 2026 |
| Ridgeline Wealth, LLC | $170,946,786 | 60 | $2,849,113 | June 30, 2026 |
| Strategic Value Partners, LLC | $170,752,788 | 1 | $170,752,788 | June 30, 2026 |
| Invariant Investment Management | $170,570,841 | 68 | $2,508,395 | June 30, 2026 |
| CATHY PARETO & ASSOCIATES, INC | $170,565,425 | 102 | $1,672,210 | June 30, 2026 |
| Wilson & Boucher Capital Management, LLC | $170,398,696 | 121 | $1,408,254 | June 30, 2026 |
| NDWM LLC | $170,210,669 | 39 | $4,364,376 | June 30, 2026 |
| WPG Advisers, LLC | $170,143,001 | 1,549 | $109,841 | June 30, 2026 |
| HarbourVest Partners LLC | $170,046,137 | 6 | $28,341,023 | June 30, 2026 |
| Gordian Advisors LLC | $170,024,280 | 65 | $2,615,758 | June 30, 2026 |
| OEP CAPITAL ADVISORS, L.P. | $169,978,313 | 1 | $169,978,313 | June 30, 2026 |
| Chatterton & Associates Inc. | $169,905,552 | 101 | $1,682,233 | June 30, 2026 |
| Aspetuck Financial Management LLC | $169,859,479 | 79 | $2,150,120 | June 30, 2026 |
| Jackson Wealth Management, LLC | $169,855,000 | 86 | $1,975,058 | June 30, 2026 |
| Park Capital Management, LLC / WI | $169,851,427 | 161 | $1,054,978 | June 30, 2026 |
| Providence Wealth Advisors, LLC | $169,753,394 | 84 | $2,020,874 | June 30, 2026 |
| Nicholson Wealth Management Group, LLC | $169,742,292 | 111 | $1,529,210 | June 30, 2026 |
| Christian Investment Advisors, Inc. | $169,657,232 | 14 | $12,118,374 | June 30, 2026 |
| Nautilus Advisors LLC | $169,630,450 | 179 | $947,656 | June 30, 2026 |
| Collar Capital Management, LLC | $169,614,149 | 73 | $2,323,481 | June 30, 2026 |
| Arsenal Capital Advisors LLC | $169,472,658 | 108 | $1,569,191 | June 30, 2026 |
| EnCap Energy Capital Fund XII, L.P. | $169,341,934 | 1 | $169,341,934 | Dec. 31, 2025 Stale |
| RiverTree Advisors, LLC | $169,337,424 | 72 | $2,351,909 | June 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | $169,332,560 | 935 | $181,104 | June 30, 2026 |
| ELLERSON GROUP INC /ADV | $169,293,569 | 64 | $2,645,212 | June 30, 2026 |
| Hoffman, Alan N Investment Management | $169,281,885 | 14 | $12,091,563 | June 30, 2026 |
| Tailwinds Wealth, LLC | $169,277,049 | 89 | $1,901,989 | June 30, 2026 |
| Palacios Wealth Management, LLC | $169,234,258 | 76 | $2,226,767 | June 30, 2026 |
| Samjo Management, LLC | $169,161,340 | 58 | $2,916,575 | June 30, 2026 |
| J Digital 6 LLC | $169,088,312 | 3 | $56,362,771 | June 30, 2026 |
| Foundation Wealth Management, LLC | $169,083,469 | 51 | $3,315,362 | June 30, 2026 |
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