Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Opulen Financial Group LLC | $158,973,503 | 116 | $1,370,461 | June 30, 2026 |
| MARVIN & PALMER ASSOCIATES INC | $158,962,506 | 28 | $5,677,232 | June 30, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | $158,955,148 | 23 | $6,911,093 | June 30, 2026 |
| JP Wealth Management, Inc. | $158,864,073 | 14 | $11,347,434 | June 30, 2026 |
| Comprehensive Money Management Services LLC | $158,854,541 | 200 | $794,273 | June 30, 2026 |
| CRITERION CAPITAL ADVISORS, LLC | $158,850,553 | 348 | $456,467 | Dec. 31, 2024 Stale |
| Lakeside Advisors, INC. | $158,839,567 | 65 | $2,443,686 | June 30, 2026 |
| Stanich Group LLC | $158,822,825 | 52 | $3,054,285 | June 30, 2026 |
| Swisher Financial Concepts, Inc. | $158,761,162 | 107 | $1,483,749 | June 30, 2026 |
| Blue Water Life Science Advisors, LP | $158,751,868 | 9 | $17,639,096 | June 30, 2026 |
| Cooksen Wealth, LLC | $158,684,326 | 45 | $3,526,318 | June 30, 2026 |
| AGMAN CAPITAL LLC | $158,636,290 | 19 | $8,349,278 | June 30, 2026 |
| Overlook Investments LP | $158,519,806 | 1 | $158,519,806 | June 30, 2026 |
| Oppenheimer & Close, LLC | $158,501,081 | 57 | $2,780,721 | June 30, 2026 |
| Seek First Inc. | $158,392,561 | 67 | $2,364,068 | June 30, 2026 |
| Flagship Capital Management Inc. | $158,388,037 | 50 | $3,167,761 | June 30, 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | $158,379,902 | 32 | $4,949,372 | June 30, 2026 |
| AG Campbell Advisory, LLC | $158,361,571 | 5 | $31,672,314 | Dec. 31, 2025 Stale |
| Schwallier Wealth Management LLC | $158,324,277 | 69 | $2,294,555 | June 30, 2026 |
| Minerva Advisors LLC | $158,277,236 | 46 | $3,440,809 | June 30, 2026 |
| Brightwater Advisory LLC | $158,260,883 | 59 | $2,682,388 | June 30, 2026 |
| Sagace Wealth Management LLC | $158,248,609 | 71 | $2,228,854 | June 30, 2026 |
| Kopion Asset Management, LLC | $158,214,978 | 21 | $7,534,047 | June 30, 2026 |
| Kastel Capital Advisors, LLC | $158,122,291 | 57 | $2,774,075 | June 30, 2026 |
| Seed Wealth Management, Inc. | $157,993,764 | 100 | $1,579,938 | June 30, 2026 |
| GSI Capital Advisors LLC | $157,942,992 | 29 | $5,446,310 | June 30, 2026 |
| Clearview Wealth Advisors LLC | $157,808,702 | 103 | $1,532,123 | Dec. 31, 2025 Stale |
| Ridgeline Wealth Planning, LLC | $157,782,527 | 53 | $2,977,029 | June 30, 2026 |
| Centerpoint Advisory Group | $157,707,991 | 117 | $1,347,932 | June 30, 2026 |
| Lepercq De Neuflize Asset Management LLC | $157,528,431 | 37 | $4,257,525 | June 30, 2026 |
| Efficient Frontier Advisors LLC | $157,517,595 | 22 | $7,159,891 | June 30, 2025 Stale |
| Blue Capital, Inc. | $157,517,497 | 122 | $1,291,127 | June 30, 2026 |
| ADG Wealth Management Group, LLC | $157,506,186 | 41 | $3,841,614 | June 30, 2026 |
| Sound Financial Strategies Group, LLC | $157,496,176 | 121 | $1,301,621 | June 30, 2026 |
| CM Management, LLC | $157,445,438 | 71 | $2,217,541 | June 30, 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | $157,390,701 | 85 | $1,851,655 | June 30, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | $157,316,805 | 41 | $3,836,995 | June 30, 2026 |
| Gagnon Advisors, LLC | $157,257,160 | 23 | $6,837,268 | June 30, 2026 |
| Simcoe Capital LLC | $157,200,371 | 36 | $4,366,677 | June 30, 2026 |
| ABBINGTON INVESTMENT GROUP | $157,087,768 | 52 | $3,020,919 | June 30, 2026 |
| Bruce G. Allen Investments, LLC | $156,920,734 | 1,037 | $151,322 | June 30, 2026 |
| Penbrook Management LLC | $156,777,217 | 101 | $1,552,250 | June 30, 2026 |
| Avantra Family Wealth, Inc. | $156,723,606 | 165 | $949,840 | June 30, 2026 |
| Promus Capital, LLC | $156,707,652 | 300 | $522,359 | Sept. 30, 2025 Stale |
| Authentikos Wealth Advisory, LLC | $156,666,283 | 72 | $2,175,921 | June 30, 2026 |
| Bayesian Capital Management, LP | $156,332,923 | 223 | $701,044 | June 30, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | $156,291,925 | 64 | $2,442,061 | June 30, 2026 |
| H Squared Management LP | $156,203,729 | 15 | $10,413,582 | June 30, 2026 |
| FMA Wealth Management, LLC | $156,164,658 | 42 | $3,718,206 | June 30, 2026 |
| Polaris Investment Advisors, LLC | $156,122,066 | 78 | $2,001,565 | June 30, 2026 |
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