Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Castlefield Investment Partners LLP | $147,256,151 | 35 | $4,207,319 | June 30, 2026 |
| Sincerus Advisory, LLC | $147,254,413 | 81 | $1,817,956 | June 30, 2026 |
| Madson Wealth Advisors Inc | $147,114,506 | 97 | $1,516,644 | June 30, 2026 |
| DIAMANT ASSET MANAGEMENT, INC. | $147,111,522 | 81 | $1,816,192 | June 30, 2026 |
| WINNACLE WEALTH LLC | $147,074,158 | 137 | $1,073,534 | June 30, 2026 |
| Koa Wealth Management, LLC | $147,057,648 | 54 | $2,723,290 | June 30, 2026 |
| Saber Capital Managment, LLC | $147,055,894 | 38 | $3,869,892 | June 30, 2026 |
| Crocodile Capital Partners GmbH | $147,024,121 | 12 | $12,252,010 | June 30, 2026 |
| Reliant Investment Partners, LLC | $146,996,397 | 126 | $1,166,638 | June 30, 2026 |
| Mueller Wealth, LLC | $146,908,516 | 18 | $8,161,584 | June 30, 2026 |
| Markin Volterra Fund LP | $146,850,281 | 69 | $2,128,265 | June 30, 2026 |
| Nitorum Capital, L.P. | $146,835,537 | 23 | $6,384,154 | June 30, 2026 |
| Elyxium Wealth, LLC | $146,792,042 | 298 | $492,591 | June 30, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | $146,751,757 | 113 | $1,298,688 | June 30, 2026 |
| Breed's Hill Capital LLC | $146,700,877 | 140 | $1,047,863 | June 30, 2025 Stale |
| LB Partners LLC | $146,645,732 | 34 | $4,313,110 | June 30, 2026 |
| Naman Capital Ltda | $146,632,833 | 11 | $13,330,258 | June 30, 2026 |
| Fjell Capital, LLC | $146,603,270 | 66 | $2,221,262 | June 30, 2026 |
| Sun Group Wealth Partners | $146,556,627 | 81 | $1,809,341 | June 30, 2026 |
| Guild Investment Management, Inc. | $146,440,090 | 59 | $2,482,035 | June 30, 2026 |
| Intrinsic Value Partners, LLC | $146,339,963 | 73 | $2,004,657 | June 30, 2026 |
| LUMINUS MANAGEMENT LLC | $146,282,895 | 30 | $4,876,097 | June 30, 2026 |
| AHL INVESTMENT MANAGEMENT, INC. | $146,281,301 | 68 | $2,151,196 | Sept. 30, 2025 Stale |
| Fairway Financial, LLC | $146,234,959 | 23 | $6,358,042 | June 30, 2026 |
| Collier Financial | $146,172,528 | 141 | $1,036,685 | June 30, 2026 |
| Atlas Brown,Inc. | $146,062,516 | 237 | $616,298 | June 30, 2026 |
| Clear Retirement Advice LLC | $146,026,919 | 54 | $2,704,202 | June 30, 2026 |
| Elm3 Financial Group, LLC | $145,967,618 | 135 | $1,081,242 | June 30, 2026 |
| DMC Group, LLC | $145,950,749 | 128 | $1,140,240 | June 30, 2026 |
| Antonelli Financial Advisors, LLC | $145,837,000 | 53 | $2,751,642 | June 30, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | $145,828,908 | 49 | $2,976,100 | June 30, 2026 |
| JM2 Capital Inc. | $145,716,152 | 121 | $1,204,266 | June 30, 2026 |
| Gutierrez Wealth Advisory, LLC | $145,715,779 | 70 | $2,081,654 | June 30, 2026 |
| AWH Capital, L.P. | $145,693,956 | 22 | $6,622,453 | June 30, 2026 |
| Tenzing Financial LLC | $145,622,753 | 84 | $1,733,604 | June 30, 2026 |
| Dentgroup LLC | $145,621,916 | 93 | $1,565,827 | Dec. 31, 2025 Stale |
| Richmond Brothers, Inc. | $145,541,169 | 96 | $1,516,054 | June 30, 2026 |
| Exchange Bank | $145,526,547 | 130 | $1,119,435 | June 30, 2026 |
| Enhancing Capital LLC | $145,445,166 | 90 | $1,616,057 | June 30, 2026 |
| WYNNEFIELD CAPITAL INC | $145,383,667 | 8 | $18,172,958 | June 30, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | $145,316,472 | 178 | $816,385 | June 30, 2026 |
| Hegarty Advisors, LLC | $145,311,988 | 66 | $2,201,697 | June 30, 2026 |
| RMR Capital Management, LLC | $145,243,382 | 76 | $1,911,097 | June 30, 2026 |
| Corus Family Wealth Advisors | $145,231,629 | 82 | $1,771,117 | June 30, 2026 |
| Cushing Capital Partners, LLC | $145,204,491 | 99 | $1,466,712 | June 30, 2026 |
| Global Trust Wealth Management LLC | $145,174,024 | 75 | $1,935,654 | June 30, 2026 |
| LightSquare Wealth Management, LLC | $145,049,963 | 104 | $1,394,711 | June 30, 2026 |
| DARA CAPITAL US, INC. | $145,043,496 | 110 | $1,318,577 | June 30, 2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | $145,000,104 | 91 | $1,593,408 | June 30, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | $144,763,692 | 44 | $3,290,084 | June 30, 2026 |
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