Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| LITTLEJOHN FINANCIAL SERVICES, INC. | $137,607,839 | 71 | $1,938,139 | June 30, 2026 |
| Soapstone Management L.P. | $137,500,963 | 13 | $10,576,997 | June 30, 2026 |
| Lynx Investment Advisory | $137,427,146 | 230 | $597,509 | June 30, 2026 |
| Rubicon Advisors, GP | $137,299,744 | 86 | $1,596,509 | June 30, 2026 |
| Pitti Group Wealth Management, LLC | $137,275,710 | 84 | $1,634,235 | June 30, 2026 |
| GTS FINANCIAL, LLC | $137,206,460 | 41 | $3,346,499 | June 30, 2026 |
| MARQUETTE ASSOCIATES, INC. | $137,192,107 | 38 | $3,610,319 | June 30, 2026 |
| WealthPoint Financial, LLC | $137,163,640 | 126 | $1,088,600 | June 30, 2026 |
| Farnam Financial LLC | $137,140,869 | 53 | $2,587,564 | June 30, 2026 |
| Sentinel Dome Partners, LLC | $137,089,046 | 32 | $4,284,033 | June 30, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | $137,086,909 | 55 | $2,492,489 | June 30, 2026 |
| Templeton & Phillips Capital Management, LLC | $137,081,915 | 52 | $2,636,191 | June 30, 2026 |
| Crabel Capital Management, LLC | $136,947,120 | 51 | $2,685,238 | June 30, 2026 |
| SYNTAX RESEARCH, INC. | $136,879,007 | 179 | $764,687 | June 30, 2026 |
| Stone Wealth Partners | $136,759,772 | 63 | $2,170,790 | June 30, 2026 |
| Barrier Capital Management, LLC | $136,755,719 | 18 | $7,597,540 | June 30, 2026 |
| Timmons Wealth Management, LLC | $136,703,132 | 74 | $1,847,340 | June 30, 2026 |
| Investment Advisory Services Group LLC | $136,660,506 | 37 | $3,693,527 | June 30, 2026 |
| Axos Invest Inc. | $136,611,861 | 20 | $6,830,593 | June 30, 2026 |
| Latash Investments, LLC | $136,488,925 | 20 | $6,824,446 | June 30, 2026 |
| Aventus Investment Advisors, Inc. | $136,482,406 | 157 | $869,315 | June 30, 2026 |
| Momentum Wealth Planning, LLC | $136,462,300 | 38 | $3,591,113 | June 30, 2026 |
| Sidoxia Capital Management, LLC | $136,438,879 | 88 | $1,550,442 | June 30, 2026 |
| UNIONVIEW, LLC | $136,433,594 | 91 | $1,499,270 | Dec. 31, 2024 Stale |
| Fulcrum Equity Management | $136,396,500 | 144 | $947,198 | June 30, 2026 |
| Transmarket Holdings LP | $136,331,512 | 33 | $4,131,258 | June 30, 2026 |
| Copley Financial Group, Inc. | $136,268,826 | 118 | $1,154,821 | June 30, 2026 |
| KVP Capital Advisors, LP | $136,239,482 | 35 | $3,892,557 | June 30, 2026 |
| RAHLFS CAPITAL, LLC | $136,184,421 | 86 | $1,583,540 | June 30, 2026 |
| WJ Financial Advisors LLC | $136,139,620 | 137 | $993,720 | June 30, 2026 |
| SEMITAM BONAM LLC | $136,134,804 | 50 | $2,722,696 | June 30, 2026 |
| Ishara Investments LP | $136,099,277 | 41 | $3,319,495 | June 30, 2026 |
| Pollock Investment Advisors, LLC | $136,014,027 | 40 | $3,400,351 | Dec. 31, 2025 Stale |
| Golden Bell Financial Planning LLC | $136,005,023 | 41 | $3,317,196 | June 30, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | $135,970,494 | 127 | $1,070,634 | June 30, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | $135,962,551 | 79 | $1,721,045 | June 30, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | $135,926,029 | 83 | $1,637,663 | June 30, 2026 |
| Challenger Wealth Management | $135,861,273 | 65 | $2,090,173 | June 30, 2026 |
| Phillips Wealth Planners LLC | $135,756,115 | 217 | $625,604 | June 30, 2026 |
| CORE WEALTH ADVISORS, LLC | $135,711,766 | 35 | $3,877,479 | June 30, 2026 |
| Donalies Financial Planning, LLC | $135,680,379 | 78 | $1,739,492 | June 30, 2026 |
| Telligent Fund, LP | $135,676,256 | 23 | $5,898,968 | June 30, 2026 |
| FIRST COMMUNITY TRUST NA | $135,521,083 | 359 | $377,496 | March 31, 2026 Previous quarter |
| Targeted Financial Services LLC | $135,505,905 | 63 | $2,150,887 | June 30, 2026 |
| Northwest Bank & Trust Co | $135,486,181 | 198 | $684,274 | Dec. 31, 2024 Stale |
| Executive Wealth Management, LLC | $135,413,701 | 255 | $531,034 | Dec. 31, 2024 Stale |
| Tsai Capital Corp | $135,308,633 | 17 | $7,959,331 | June 30, 2026 |
| 180 GPS Investments IC Ltd | $135,252,331 | 23 | $5,880,536 | June 30, 2026 |
| INTREPID FAMILY OFFICE LLC | $135,227,774 | 36 | $3,756,327 | June 30, 2026 |
| RD Lewis Holdings, Inc. | $135,202,692 | 88 | $1,536,394 | June 30, 2026 |
Page 154
of 189