Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Schulz Wealth, LTD. | $156,065,507 | 62 | $2,517,186 | Dec. 31, 2025 Stale |
| CYRUS CAPITAL PARTNERS, L.P. | $156,062,581 | 4 | $39,015,645 | June 30, 2026 |
| WLTH Capital Management, LLC | $156,016,022 | 29 | $5,379,863 | June 30, 2026 |
| Michels Family Financial, LLC | $155,963,472 | 148 | $1,053,807 | June 30, 2026 |
| Mork Capital Management, LLC | $155,922,871 | 104 | $1,499,258 | June 30, 2026 |
| Harpswell Capital Advisors, LLC | $155,821,722 | 46 | $3,387,429 | June 30, 2026 |
| AlpenGlobal Capital LLC | $155,811,427 | 35 | $4,451,755 | June 30, 2026 |
| Joel Adams & Associates, Inc. | $155,712,152 | 68 | $2,289,885 | June 30, 2026 |
| Adirondack Capital Advisors, LLC | $155,680,984 | 44 | $3,538,204 | March 31, 2026 Previous quarter |
| APEIRON CAPITAL Ltd | $155,675,081 | 14 | $11,119,649 | June 30, 2026 |
| Rare Wolf Capital LLC | $155,669,748 | 120 | $1,297,248 | June 30, 2026 |
| Settian Capital LP | $155,650,327 | 23 | $6,767,406 | June 30, 2026 |
| Bonfire Financial | $155,633,133 | 60 | $2,593,886 | June 30, 2026 |
| Financial Life Planners | $155,625,076 | 339 | $459,071 | June 30, 2026 |
| Clarendon Private LLC | $155,609,866 | 124 | $1,254,918 | June 30, 2026 |
| Clearview Wealth Management LLC | $155,592,561 | 62 | $2,509,557 | June 30, 2026 |
| GraniteShares Advisors LLC | $155,517,941 | 90 | $1,727,977 | June 30, 2026 |
| Fairbanks Capital Management, Inc. | $155,498,207 | 48 | $3,239,546 | June 30, 2026 |
| Ipsen Advisor Group LLC | $155,489,613 | 107 | $1,453,174 | June 30, 2026 |
| Morey & Quinn Wealth Partners, LLC | $155,464,932 | 143 | $1,087,167 | June 30, 2026 |
| Summit Portfolio Management, LTD. | $155,448,713 | 24 | $6,477,030 | March 31, 2026 Previous quarter |
| Spahn Wealth & Retirement LLC | $155,421,904 | 38 | $4,090,050 | June 30, 2026 |
| Expect Equity LLC | $155,394,168 | 65 | $2,390,680 | June 30, 2026 |
| Kiely Wealth Advisory Group, Inc. | $155,288,498 | 313 | $496,129 | Dec. 31, 2024 Stale |
| CULTIVAR CAPITAL, INC. | $155,283,375 | 40 | $3,882,084 | June 30, 2026 |
| VISA FOUNDATION | $155,246,256 | 2 | $77,623,128 | June 30, 2026 |
| Hall Kathryn A. | $155,161,638 | 20 | $7,758,082 | Sept. 30, 2025 Stale |
| Rockbridge Asset Management LLC | $155,144,446 | 31 | $5,004,660 | June 30, 2026 |
| Sugar Maple Asset Management, LLC | $155,111,598 | 81 | $1,914,958 | June 30, 2026 |
| GUARDIAN INVESTMENT MANAGEMENT | $154,927,989 | 60 | $2,582,133 | June 30, 2026 |
| Bright Futures Wealth Management, LLC. | $154,810,564 | 208 | $744,282 | June 30, 2026 |
| Diversified Investment Strategies, LLC | $154,575,067 | 52 | $2,972,597 | June 30, 2026 |
| Tide Cove Capital Partners LLC | $154,563,907 | 13 | $11,889,531 | June 30, 2026 |
| Entruity Wealth, LLC | $154,558,146 | 54 | $2,862,188 | June 30, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | $154,318,509 | 44 | $3,507,239 | June 30, 2026 |
| Pathfinder Wealth Consulting, Inc. | $154,300,029 | 163 | $946,626 | March 31, 2026 Previous quarter |
| Stonekeep Investments, LLC | $154,255,510 | 66 | $2,337,205 | March 31, 2026 Previous quarter |
| BLALOCK WILLIAMS, LLC | $154,251,674 | 154 | $1,001,634 | June 30, 2026 |
| ENTRUST FINANCIAL LLC | $154,194,250 | 445 | $346,504 | June 30, 2026 |
| Sheets Smith Investment Management | $154,172,145 | 137 | $1,125,344 | Sept. 30, 2025 Stale |
| M3 Wealth Management, LLC | $154,120,767 | 35 | $4,403,450 | June 30, 2026 |
| Oasis Advisors, LLC | $154,096,374 | 54 | $2,853,637 | June 30, 2026 |
| Paradoxiom Capital L.P. | $154,079,214 | 31 | $4,970,297 | March 31, 2025 Stale |
| Greenhaven Road Investment Management, L.P. | $154,030,266 | 17 | $9,060,604 | June 30, 2026 |
| Lionshead Wealth Management, LLC | $154,029,927 | 112 | $1,375,267 | June 30, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | $153,974,499 | 49 | $3,142,337 | June 30, 2026 |
| LRT Capital Management, LLC | $153,964,398 | 64 | $2,405,694 | June 30, 2026 |
| Maytree Asset Management Ltd | $153,952,277 | 44 | $3,498,915 | June 30, 2026 |
| Creegan & Nassoura Financial Group, LLC | $153,950,778 | 78 | $1,973,728 | Dec. 31, 2025 Stale |
| Macco Financial Group, Inc. | $153,945,383 | 22 | $6,997,517 | June 30, 2026 |
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