Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| GILPIN WEALTH MANAGEMENT, LLC | $144,724,447 | 1,064 | $136,019 | June 30, 2026 |
| Jacobs Equity LLC | $144,723,819 | 121 | $1,196,065 | June 30, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | $144,636,539 | 98 | $1,475,883 | June 30, 2026 |
| Clarity Retirement & Wealth, LLC | $144,623,975 | 33 | $4,382,545 | June 30, 2026 |
| Clifford Group, LLC | $144,611,714 | 86 | $1,681,532 | June 30, 2026 |
| Piscataqua Savings Bank | $144,610,667 | 412 | $350,997 | June 30, 2026 |
| Post Resch Tallon Group Inc. | $144,583,933 | 138 | $1,047,710 | June 30, 2026 |
| Warm Springs Advisors Inc. | $144,550,831 | 45 | $3,212,241 | June 30, 2026 |
| NorthLanding Financial Partners, LLC | $144,545,605 | 45 | $3,212,125 | June 30, 2026 |
| SIERRA OCEAN, LLC | $144,481,734 | 72 | $2,006,691 | June 30, 2026 |
| Robert B. Daugherty Foundation | $144,400,000 | 1 | $144,400,000 | June 30, 2026 |
| BLUELINE ADVISORS LLC | $144,399,325 | 260 | $555,382 | June 30, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | $144,243,486 | 82 | $1,759,067 | June 30, 2026 |
| Marble Bar Asset Management LLP | $144,180,527 | 42 | $3,432,870 | June 30, 2026 |
| Sharp Capital Gestora de Recursos Ltda. | $144,081,333 | 6 | $24,013,556 | June 30, 2026 |
| Carbahal Olsen Financial Services Group, LLC | $144,043,991 | 40 | $3,601,100 | June 30, 2026 |
| PLANWISER FINANCIAL, LLC | $143,900,652 | 50 | $2,878,013 | June 30, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | $143,823,737 | 40 | $3,595,593 | June 30, 2026 |
| Capital Market Strategies LLC | $143,799,182 | 139 | $1,034,526 | June 30, 2025 Stale |
| BLUE JEAN FINANCIAL LLC | $143,660,876 | 70 | $2,052,298 | June 30, 2026 |
| Fox Financial, Inc | $143,589,043 | 12 | $11,965,754 | June 30, 2026 |
| Woodside Wealth Management LLC | $143,522,279 | 45 | $3,189,384 | June 30, 2026 |
| ACUTA CAPITAL PARTNERS, LLC | $143,494,671 | 23 | $6,238,899 | June 30, 2026 |
| FLAX POND CAPITAL, LLC | $143,474,852 | 56 | $2,562,051 | June 30, 2026 |
| Atlas Venture Advisors, Inc. | $143,441,742 | 3 | $47,813,914 | June 30, 2026 |
| LongView Asset Management LLC | $143,403,488 | 51 | $2,811,833 | Dec. 31, 2025 Stale |
| PATHWAY WEALTH MANAGEMENT LLC | $143,400,553 | 31 | $4,625,824 | June 30, 2026 |
| Jordan Park Trust Co LLC | $143,362,012 | 15 | $9,557,467 | June 30, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $143,323,227 | 57 | $2,514,443 | June 30, 2026 |
| SECTORAL ASSET MANAGEMENT INC | $143,303,475 | 82 | $1,747,603 | June 30, 2026 |
| SONNIPE LTD | $143,222,095 | 1 | $143,222,095 | June 30, 2026 |
| Maxele Advisors, LLC | $143,095,705 | 98 | $1,460,160 | June 30, 2026 |
| STANCE CAPITAL LLC | $143,026,297 | 340 | $420,666 | June 30, 2026 |
| Vienna Asset Management LLC | $143,009,326 | 73 | $1,959,032 | June 30, 2026 |
| GRIZZLYROCK CAPITAL, LLC | $142,994,368 | 20 | $7,149,718 | June 30, 2026 |
| Potomac Capital Management, Inc. | $142,985,686 | 68 | $2,102,731 | June 30, 2026 |
| COMMONS CAPITAL, LLC | $142,924,017 | 96 | $1,488,792 | June 30, 2026 |
| MATTERS CAPITAL LLC | $142,916,754 | 75 | $1,905,557 | June 30, 2026 |
| Asset Planning,Inc | $142,912,991 | 334 | $427,883 | June 30, 2026 |
| Midwestern Financial, LLC /IA | $142,830,768 | 54 | $2,645,014 | June 30, 2026 |
| Nvest Wealth Strategies, Inc. | $142,830,659 | 395 | $361,597 | March 31, 2026 Previous quarter |
| STRATEGIC VALUE BANK PARTNERS LLC | $142,820,850 | 10 | $14,282,085 | June 30, 2026 |
| Repertoire Partners LP | $142,795,204 | 10 | $14,279,520 | June 30, 2025 Stale |
| White Knight Strategic Wealth Advisors, LLC | $142,772,498 | 89 | $1,604,185 | June 30, 2026 |
| LifePlan Financial, LLC | $142,766,889 | 89 | $1,604,122 | June 30, 2026 |
| Gilbert Capital Group, Inc. | $142,755,295 | 56 | $2,549,202 | June 30, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $142,690,936 | 44 | $3,242,976 | June 30, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | $142,633,090 | 104 | $1,371,472 | June 30, 2026 |
| OUTFITTERS FINANCIAL LLC | $142,629,422 | 80 | $1,782,868 | June 30, 2026 |
| Emmett Investment Management, LP | $142,607,331 | 28 | $5,093,119 | June 30, 2026 |
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