Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Horizons Wealth Management | $151,451,237 | 170 | $890,890 | March 31, 2026 Previous quarter |
| Meritech Capital Associates V L.L.C. | $151,299,930 | 2 | $75,649,965 | June 30, 2026 |
| RPS ADVISORY SOLUTIONS LLC | $151,290,096 | 104 | $1,454,712 | June 30, 2026 |
| Mittelman Wealth Management | $151,202,024 | 53 | $2,852,868 | June 30, 2026 |
| Williams & Novak, LLC | $151,200,872 | 146 | $1,035,622 | June 30, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | $151,200,345 | 465 | $325,162 | June 30, 2026 |
| Womack Financial LLC | $151,193,034 | 70 | $2,159,900 | June 30, 2026 |
| Northern Financial Advisors Inc | $151,184,851 | 100 | $1,511,849 | June 30, 2026 |
| Neumann Capital Management, LLC | $151,176,435 | 58 | $2,606,490 | June 30, 2026 |
| Sanctuary Wealth Management, L.L.C. | $151,158,180 | 272 | $555,729 | Dec. 31, 2024 Stale |
| Applied Capital LLC/FL | $151,145,332 | 93 | $1,625,219 | June 30, 2026 |
| ATX Financial Planning, LLC | $151,096,971 | 83 | $1,820,445 | June 30, 2026 |
| Hartmann Taylor Wealth Management, LLC | $151,048,459 | 54 | $2,797,194 | June 30, 2026 |
| Black Diamond Capital Management I, LLLP | $151,048,097 | 8 | $18,881,012 | June 30, 2026 |
| Stonegate Management LLC | $150,960,828 | 57 | $2,648,436 | Sept. 30, 2025 Stale |
| RIK SAYLOR FINANCIAL, INC. | $150,917,348 | 89 | $1,695,701 | June 30, 2026 |
| Themes Management Co LLC | $150,887,308 | 120 | $1,257,394 | June 30, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | $150,883,754 | 53 | $2,846,863 | June 30, 2026 |
| SAGE ADVISORS, LLC | $150,835,650 | 48 | $3,142,409 | Dec. 31, 2025 Stale |
| A4 Wealth Advisors LLC | $150,786,725 | 92 | $1,638,986 | June 30, 2026 |
| Hamrick Investment Counsel, llc | $150,784,859 | 184 | $819,483 | June 30, 2026 |
| Paladin Advisory Group, LLC | $150,576,915 | 243 | $619,658 | June 30, 2026 |
| Slocum, Gordon & Co LLP | $150,529,265 | 70 | $2,150,418 | June 30, 2026 |
| Stonebridge Financial Group, LLC / MO | $150,502,930 | 171 | $880,134 | June 30, 2026 |
| Richard Young Associates, Ltd. | $150,457,132 | 29 | $5,188,177 | June 30, 2026 |
| Leibman Financial Services, Inc. | $150,430,517 | 46 | $3,270,229 | June 30, 2026 |
| Quattro Advisors LLC | $150,274,037 | 58 | $2,590,932 | June 30, 2026 |
| Spartan Planning & Wealth Management | $150,257,243 | 75 | $2,003,430 | June 30, 2026 |
| PB INVESTMENT PARTNERS, L.P. | $150,234,991 | 9 | $16,692,777 | June 30, 2026 |
| Index Venture Growth Associates III Ltd | $150,165,869 | 2 | $75,082,935 | June 30, 2026 |
| Nicholson Meyer Capital Management, Inc. | $150,149,280 | 45 | $3,336,651 | June 30, 2026 |
| BRIDGER MANAGEMENT, LLC | $150,085,447 | 24 | $6,253,560 | June 30, 2026 |
| Kennondale Capital Management LLC | $150,085,349 | 80 | $1,876,067 | June 30, 2026 |
| Turn8 Private Wealth Inc. | $149,869,692 | 54 | $2,775,365 | June 30, 2026 |
| PW ADVISORS, LLC \ FL | $149,830,359 | 36 | $4,161,954 | June 30, 2026 |
| Sankala Group LLC | $149,826,922 | 631 | $237,444 | June 30, 2026 |
| Sovereign's Capital Management, LLC | $149,823,647 | 70 | $2,140,338 | June 30, 2026 |
| Evansbrook LLC | $149,762,965 | 117 | $1,280,025 | March 31, 2026 Previous quarter |
| PlanVest Financial, Inc | $149,678,336 | 597 | $250,717 | June 30, 2026 |
| Safe Harbor Family Capital, LLC | $149,656,209 | 57 | $2,625,548 | June 30, 2026 |
| Black Cypress Capital Management, LLC | $149,617,835 | 29 | $5,159,236 | June 30, 2026 |
| Compass Financial Group, Inc. (Ohio) | $149,572,655 | 48 | $3,116,097 | June 30, 2026 |
| LTG Capital LLC | $149,519,096 | 24 | $6,229,962 | June 30, 2026 |
| EJF Capital LP | $149,503,855 | 72 | $2,076,442 | June 30, 2026 |
| Virtus Fixed Income Advisers, LLC | $149,451,270 | 85 | $1,758,250 | June 30, 2026 |
| South Shore Capital Advisors | $149,384,328 | 154 | $970,028 | June 30, 2026 |
| Platt Investment Counsel, LLC | $149,258,365 | 14 | $10,661,312 | June 30, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | $149,246,248 | 72 | $2,072,865 | June 30, 2026 |
| ACAS, LLC | $149,218,470 | 93 | $1,604,500 | June 30, 2025 Stale |
| Vennlight Capital Management, LP | $149,187,882 | 32 | $4,662,121 | June 30, 2026 |
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