Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| GRANITE ISLANDS PRIVATE WEALTH, LLC | $135,191,380 | 78 | $1,733,223 | June 30, 2026 |
| Barnett & Company, Inc. | $135,064,210 | 86 | $1,570,514 | June 30, 2026 |
| Titan Investment Management LLC | $135,059,985 | 38 | $3,554,210 | June 30, 2026 |
| BFI Wealth Solutions, LLC | $135,047,613 | 82 | $1,646,922 | June 30, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | $135,008,642 | 19 | $7,105,718 | June 30, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | $134,998,777 | 80 | $1,687,485 | June 30, 2026 |
| Western Reserve Capital Management, LLC | $134,900,708 | 53 | $2,545,296 | June 30, 2026 |
| PIPER SANDLER & CO. | $134,885,749 | 19 | $7,099,250 | June 30, 2026 |
| Stirlingshire Investments, Inc. | $134,854,762 | 221 | $610,203 | June 30, 2026 |
| Prospect Capital Advisors, LLC | $134,744,404 | 30 | $4,491,480 | June 30, 2026 |
| Andrew Hill Investment Advisors, Inc. | $134,737,304 | 57 | $2,363,812 | June 30, 2026 |
| Oath Planning, LLC | $134,719,007 | 71 | $1,897,451 | June 30, 2026 |
| Point72 Italy, S.r.l. | $134,682,548 | 19 | $7,088,555 | Sept. 30, 2025 Stale |
| MRP Capital Investments, LLC | $134,642,000 | 223 | $603,776 | June 30, 2026 |
| Texas Bank & Trust Co | $134,608,906 | 185 | $727,616 | June 30, 2026 |
| RM Financial Services, LLC | $134,587,735 | 79 | $1,703,642 | June 30, 2026 |
| VanWeelden Wealth Management, LLC | $134,566,851 | 19 | $7,082,466 | June 30, 2026 |
| BLVD Private Wealth, LLC | $134,558,612 | 71 | $1,895,192 | June 30, 2026 |
| Summitas Investment Management LLC | $134,558,527 | 10 | $13,455,853 | June 30, 2026 |
| Life Planning Partners, Inc | $134,543,381 | 71 | $1,894,977 | June 30, 2026 |
| OBSIDIAN CIO, LLC | $134,508,526 | 221 | $608,636 | June 30, 2026 |
| Cook & Bynum Capital Management, LLC | $134,506,807 | 6 | $22,417,801 | June 30, 2026 |
| Athena Wealth Management, LLC | $134,455,722 | 104 | $1,292,843 | June 30, 2026 |
| Bangor Savings Bank | $134,357,837 | 543 | $247,436 | June 30, 2026 |
| Valtrion Capital Management, LLC | $134,356,707 | 103 | $1,304,434 | June 30, 2026 |
| David Wealth Management LLC | $134,337,674 | 55 | $2,442,503 | June 30, 2025 Stale |
| Hingham Institution for Savings | $134,303,551 | 15 | $8,953,570 | June 30, 2026 |
| Boreal Capital Management LLC | $134,286,874 | 507 | $264,866 | June 30, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | $134,282,002 | 103 | $1,303,709 | June 30, 2026 |
| Vista Cima Wealth Management LLC | $134,275,583 | 49 | $2,740,318 | June 30, 2026 |
| Daytona Street Capital LLC | $134,230,659 | 277 | $484,587 | June 30, 2026 |
| LWM ADVISORS INC | $134,110,628 | 37 | $3,624,612 | June 30, 2026 |
| Arnold Financial Planning LLC | $134,090,098 | 41 | $3,270,490 | June 30, 2026 |
| WAYSTONE ADVISORS LLC | $134,078,178 | 110 | $1,218,893 | June 30, 2026 |
| POINCIANA ADVISORS GROUP, LLC | $133,997,602 | 113 | $1,185,819 | June 30, 2026 |
| Freestate Advisors LLC | $133,868,198 | 42 | $3,187,338 | June 30, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $133,854,666 | 29 | $4,615,678 | June 30, 2026 |
| INTEGRATED WEALTHCARE, LLC | $133,852,566 | 29 | $4,615,606 | June 30, 2026 |
| Lexington Partners L.P. | $133,829,833 | 2 | $66,914,917 | June 30, 2026 |
| RoundAngle Advisors LLC | $133,807,635 | 60 | $2,230,127 | March 31, 2026 Previous quarter |
| Paller Financial Services Inc | $133,761,367 | 44 | $3,040,031 | June 30, 2026 |
| BluePrint Investing LLC | $133,755,438 | 26 | $5,144,440 | June 30, 2026 |
| McAlvany Wealth Management LLC | $133,676,485 | 48 | $2,784,927 | June 30, 2026 |
| Eagle Bay Advisors LLC | $133,623,311 | 141 | $947,683 | June 30, 2026 |
| DWR WEALTH MANAGEMENT, LLC | $133,622,096 | 56 | $2,386,109 | June 30, 2026 |
| Cannae Holdings, Inc. | $133,615,096 | 2 | $66,807,548 | June 30, 2026 |
| NIGHTVIEW CAPITAL, LLC | $133,548,981 | 14 | $9,539,213 | June 30, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | $133,511,272 | 52 | $2,567,524 | March 31, 2026 Previous quarter |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $133,477,628 | 65 | $2,053,502 | June 30, 2026 |
| Financial Planning Fort Collins, LLC | $133,391,033 | 33 | $4,042,153 | March 31, 2026 Previous quarter |
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