Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Delta Wealth Advisors LLC | $139,993,714 | 46 | $3,043,342 | June 30, 2026 |
| Anchor Capital Management Group Inc | $139,815,046 | 15 | $9,321,003 | June 30, 2026 |
| MFG WEALTH MANAGEMENT, INC. | $139,800,148 | 63 | $2,219,050 | June 30, 2026 |
| AEGON USA Investment Management, LLC | $139,692,195 | 42 | $3,326,005 | June 30, 2026 |
| Stenham Asset Management Ltd | $139,643,103 | 15 | $9,309,540 | June 30, 2026 |
| Odyssey Capital Advisors, Inc. | $139,605,609 | 101 | $1,382,234 | June 30, 2026 |
| NorthAvenue LLC | $139,604,386 | 314 | $444,600 | June 30, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | $139,573,624 | 40 | $3,489,341 | June 30, 2026 |
| Two Creeks Capital Management, LP | $139,545,573 | 13 | $10,734,275 | June 30, 2026 |
| Stegent Equity Advisors, Inc. | $139,535,424 | 112 | $1,245,852 | June 30, 2026 |
| PCG ASSET MANAGEMENT, LLC | $139,504,315 | 84 | $1,660,766 | June 30, 2026 |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 | $139,502,017 | 1 | $139,502,017 | June 30, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | $139,491,240 | 260 | $536,505 | June 30, 2026 |
| Lepercq Multi-Asset Fund | $139,468,608 | 14 | $9,962,043 | Dec. 31, 2024 Stale |
| Cadia Private Client LLC | $139,396,077 | 76 | $1,834,159 | June 30, 2026 |
| Ares Financial Consulting, LLC | $139,385,398 | 1,132 | $123,132 | June 30, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | $139,374,949 | 71 | $1,963,027 | Dec. 31, 2025 Stale |
| BALANCE CAPITAL PARTNERS L.P. | $139,319,894 | 10 | $13,931,989 | June 30, 2026 |
| HBE Wealth Management, LLC | $139,226,724 | 59 | $2,359,775 | June 30, 2026 |
| Brickwood Asset Management LLP | $139,190,692 | 10 | $13,919,069 | June 30, 2026 |
| Petiole USA ltd | $139,147,727 | 31 | $4,488,636 | June 30, 2026 |
| EIG Asset Management, LLC | $139,030,951 | 1 | $139,030,951 | Dec. 31, 2025 Stale |
| Synergy Financial Group, LTD | $138,993,924 | 119 | $1,168,016 | June 30, 2026 |
| Liberty Atlantic Advisors LLC | $138,978,573 | 86 | $1,616,030 | June 30, 2026 |
| BG Investment Services, LLC | $138,845,721 | 52 | $2,670,110 | June 30, 2026 |
| RP Management, LLC | $138,841,811 | 4 | $34,710,453 | March 31, 2025 Stale |
| Karani Asset Management LLC | $138,715,666 | 57 | $2,433,608 | June 30, 2026 |
| New Mountain Capital, L.L.C. | $138,600,000 | 1 | $138,600,000 | June 30, 2026 |
| Purewater Capital LLC | $138,554,985 | 57 | $2,430,789 | June 30, 2026 |
| Parkworth Wealth Management, Inc. | $138,503,313 | 1,352 | $102,443 | June 30, 2025 Stale |
| GS Investments, Inc. | $138,394,075 | 133 | $1,040,557 | June 30, 2026 |
| Sandro Wealth Management LLC | $138,392,495 | 103 | $1,343,616 | June 30, 2026 |
| First Financial Group Corp | $138,343,948 | 81 | $1,707,950 | June 30, 2026 |
| E-Wealth Partners, LLC | $138,342,098 | 59 | $2,344,781 | June 30, 2026 |
| DigitalBridge Group, Inc. | $138,318,560 | 61 | $2,267,517 | June 30, 2026 |
| Hillman Capital Management, Inc. | $138,152,113 | 54 | $2,558,372 | June 30, 2026 |
| Prosperity Advisers, LLC | $138,106,113 | 44 | $3,138,775 | June 30, 2026 |
| DRAVO BAY LLC | $138,092,639 | 51 | $2,707,699 | June 30, 2026 |
| Wilmar Advisors LLC | $138,053,935 | 23 | $6,002,345 | June 30, 2026 |
| ArborFi Advisors, LLC | $137,942,142 | 45 | $3,065,381 | June 30, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $137,929,340 | 59 | $2,337,785 | March 31, 2026 Previous quarter |
| GreatBanc Trust CO | $137,912,297 | 70 | $1,970,176 | June 30, 2026 |
| Appalachian Capital Management Ltd | $137,870,297 | 43 | $3,206,286 | June 30, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | $137,864,996 | 208 | $662,812 | June 30, 2026 |
| Cassilly Financial Group LLC | $137,792,277 | 75 | $1,837,230 | June 30, 2026 |
| Orca Investment Management, LLC | $137,775,660 | 60 | $2,296,261 | June 30, 2026 |
| Approach Retirement Advisors, LLC | $137,712,493 | 82 | $1,679,421 | June 30, 2026 |
| Windsor Advisory Group, LLC | $137,690,731 | 97 | $1,419,492 | June 30, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | $137,642,946 | 109 | $1,262,779 | June 30, 2026 |
| SIMA Wealth Partners, LLC | $137,635,208 | 130 | $1,058,732 | June 30, 2026 |
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