Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Davis Capital Management | $168,934,079 | 1,270 | $133,019 | June 30, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | $168,877,158 | 339 | $498,163 | June 30, 2026 |
| Processus Wealth & Capital Management, LLC | $168,804,457 | 35 | $4,822,984 | June 30, 2026 |
| Somnio Financial Group, LLC | $168,791,643 | 14 | $12,056,546 | June 30, 2026 |
| Addison Advisors LLC | $168,678,680 | 707 | $238,584 | June 30, 2026 |
| Granite Group Advisors, LLC | $168,671,790 | 84 | $2,007,998 | June 30, 2026 |
| Athena Investment Management | $168,671,649 | 132 | $1,277,816 | June 30, 2026 |
| CIGOGNE MANAGEMENT SA | $168,569,108 | 86 | $1,960,106 | Dec. 31, 2024 Stale |
| Bravias Capital Group, LLC | $168,487,500 | 97 | $1,736,985 | June 30, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | $168,290,099 | 104 | $1,618,174 | March 31, 2026 Previous quarter |
| Sunrise Financial Services, LLC | $168,248,787 | 587 | $286,625 | June 30, 2026 |
| EIGHT 31 FINANCIAL, LLC | $168,195,049 | 66 | $2,548,410 | June 30, 2026 |
| KG Capital Management | $168,087,576 | 142 | $1,183,715 | June 30, 2026 |
| Lee-Kelleher Wealth Management | $168,071,104 | 41 | $4,099,295 | March 31, 2026 Previous quarter |
| CBM Financial, LLC | $168,070,484 | 16 | $10,504,405 | June 30, 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | $167,936,629 | 22 | $7,633,483 | Dec. 31, 2025 Stale |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $167,929,891 | 104 | $1,614,710 | June 30, 2026 |
| Valpey Financial Services, LLC | $167,919,591 | 76 | $2,209,468 | June 30, 2026 |
| Karl Kapital LLC | $167,913,421 | 25 | $6,716,537 | June 30, 2026 |
| Catalina Capital Group, LLC | $167,902,914 | 176 | $953,994 | March 31, 2026 Previous quarter |
| Runnymede Capital Advisors, Inc. | $167,861,546 | 77 | $2,180,020 | June 30, 2026 |
| Sarver Vrooman Wealth Advisors | $167,772,694 | 145 | $1,157,053 | June 30, 2026 |
| Income Insurance Ltd | $167,763,919 | 184 | $911,760 | June 30, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | $167,739,050 | 73 | $2,297,795 | March 31, 2026 Previous quarter |
| PINCUS CAPITAL MANAGEMENT, LP | $167,714,165 | 52 | $3,225,272 | June 30, 2026 |
| Boxwood Ventures, Inc. | $167,526,419 | 37 | $4,527,741 | June 30, 2026 |
| General Equity Holdings LP | $167,491,497 | 13 | $12,883,961 | June 30, 2026 |
| Index Venture Growth Associates IV Ltd | $167,450,682 | 2 | $83,725,341 | June 30, 2026 |
| MFA Wealth Services | $167,437,000 | 134 | $1,249,530 | June 30, 2026 |
| Fairscale Capital, LLC | $167,426,419 | 441 | $379,652 | June 30, 2026 |
| Farrell Financial LLC | $167,373,890 | 76 | $2,202,288 | March 31, 2026 Previous quarter |
| Triavera Capital LLC | $167,332,380 | 16 | $10,458,274 | March 31, 2026 Previous quarter |
| Eddie Patel Inc | $167,326,092 | 127 | $1,317,528 | June 30, 2026 |
| Pfizer Inc | $167,283,988 | 17 | $9,840,235 | June 30, 2026 |
| Genesis Wealth Advisors, LLC | $167,276,859 | 72 | $2,323,290 | June 30, 2026 |
| THOMPSON DAVIS & CO., INC. | $167,243,029 | 168 | $995,494 | June 30, 2026 |
| Lummis Asset Management, LP | $167,196,234 | 221 | $756,544 | June 30, 2026 |
| GEN Financial Management, INC. | $167,135,048 | 42 | $3,979,406 | June 30, 2026 |
| Serenity Capital LLC | $167,131,162 | 7 | $23,875,880 | March 31, 2025 Stale |
| AMARA FINANCIAL, LLC. | $167,113,360 | 48 | $3,481,528 | June 30, 2026 |
| Certus Wealth Management, LLC | $167,094,898 | 58 | $2,880,947 | Sept. 30, 2025 Stale |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $167,033,722 | 40 | $4,175,843 | June 30, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | $166,918,738 | 98 | $1,703,252 | June 30, 2026 |
| Custos Family Office, LLC | $166,904,047 | 68 | $2,454,471 | June 30, 2026 |
| Strong Retirement Solutions LLC | $166,836,389 | 82 | $2,034,590 | June 30, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | $166,754,309 | 84 | $1,985,170 | June 30, 2026 |
| Ackerman Asset Management, LLC | $166,664,850 | 38 | $4,385,917 | June 30, 2026 |
| Evergreen Wealth Partners LLC | $166,650,339 | 89 | $1,872,476 | June 30, 2026 |
| Orca Wealth Management, LLC | $166,645,082 | 83 | $2,007,772 | June 30, 2026 |
| Lauer Wealth, LLC | $166,580,624 | 75 | $2,221,075 | June 30, 2026 |
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