Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Carter Financial, LLC | $133,359,905 | 33 | $4,041,209 | June 30, 2026 |
| Capstone Wealth Management, Inc. | $133,235,240 | 48 | $2,775,734 | June 30, 2026 |
| Phase 2 Partners, LLC | $133,229,637 | 26 | $5,124,217 | Dec. 31, 2024 Stale |
| Aldebaran Capital, LLC | $133,096,778 | 39 | $3,412,738 | June 30, 2026 |
| Winter & Associates, Inc. | $133,090,310 | 85 | $1,565,768 | June 30, 2026 |
| Alpha Advisors, LLC/VA | $133,054,009 | 51 | $2,608,902 | June 30, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | $132,991,158 | 79 | $1,683,432 | June 30, 2026 |
| BAIN CAPITAL VENTURE INVESTORS, LLC | $132,836,703 | 3 | $44,278,901 | June 30, 2026 |
| Sherman Wealth Management LLC | $132,835,063 | 84 | $1,581,370 | June 30, 2026 |
| R.H. Investment Group, LLC | $132,762,073 | 47 | $2,824,725 | June 30, 2026 |
| Severin Investments, LLC | $132,701,662 | 174 | $762,653 | June 30, 2026 |
| Frisco Financial Planning LLC | $132,691,284 | 29 | $4,575,562 | June 30, 2026 |
| New Covenant Trust Company, N.A. | $132,658,153 | 107 | $1,239,796 | June 30, 2026 |
| H&F Corporate Investors VIII, Ltd. | $132,614,836 | 1 | $132,614,836 | June 30, 2026 |
| Daventry Group, LP | $132,509,253 | 11 | $12,046,296 | June 30, 2026 |
| Granby Capital Management, LLC | $132,479,600 | 14 | $9,462,829 | June 30, 2026 |
| Veradace Capital Management LLC | $132,447,691 | 26 | $5,094,142 | June 30, 2026 |
| Dynamic Financial Group | $132,401,568 | 76 | $1,742,126 | June 30, 2026 |
| New Dimensions Wealth Management, LLC | $132,389,191 | 21 | $6,304,247 | June 30, 2026 |
| North Capital, Inc. | $132,376,357 | 102 | $1,297,807 | June 30, 2026 |
| Cedarwood Wealth LLC | $132,305,368 | 96 | $1,378,181 | June 30, 2026 |
| Hudson Portfolio Management LLC | $132,251,101 | 117 | $1,130,351 | June 30, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | $132,175,995 | 105 | $1,258,819 | June 30, 2026 |
| Asempa Wealth Advisors | $131,991,637 | 119 | $1,109,173 | June 30, 2026 |
| Goldstream Capital Management Ltd | $131,926,254 | 45 | $2,931,695 | June 30, 2026 |
| First Growth Capital LLC | $131,903,633 | 138 | $955,823 | June 30, 2026 |
| McCartney Wealth Management LLC | $131,894,010 | 65 | $2,029,139 | June 30, 2026 |
| Quantedge Capital Pte Ltd | $131,860,774 | 49 | $2,691,036 | June 30, 2026 |
| Tortuga Wealth Management, Inc | $131,812,988 | 135 | $976,393 | June 30, 2026 |
| Kane Co Wealth Management, Inc. | $131,805,591 | 53 | $2,486,898 | June 30, 2026 |
| Kelsey Financial, LLC | $131,788,512 | 65 | $2,027,516 | June 30, 2026 |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT | $131,506,944 | 1 | $131,506,944 | June 30, 2026 |
| Nan Fung Group Holdings Ltd | $131,488,918 | 25 | $5,259,557 | June 30, 2026 |
| Waycross Investment Management Co | $131,322,154 | 59 | $2,225,799 | June 30, 2026 |
| US Asset Management LLC | $131,297,064 | 112 | $1,172,295 | June 30, 2026 |
| Emissary Wealth LLC | $131,295,741 | 63 | $2,084,059 | June 30, 2026 |
| Larry Mathis Financial Planning, LLC | $131,282,713 | 150 | $875,218 | June 30, 2026 |
| Taika Capital, LP | $131,171,290 | 80 | $1,639,641 | Dec. 31, 2024 Stale |
| MORGENS WATERFALL VINTIADIS & CO INC | $131,160,745 | 18 | $7,286,708 | June 30, 2026 |
| Partnership Wealth Management, LLC | $131,136,602 | 66 | $1,986,918 | March 31, 2026 Previous quarter |
| John S. & James L. Knight Foundation, Inc. | $131,120,133 | 3 | $43,706,711 | Dec. 31, 2025 Stale |
| Eagle Wealth Advisors LLC | $131,061,492 | 100 | $1,310,615 | June 30, 2026 |
| Investors Portfolio Services LLC | $131,011,515 | 674 | $194,379 | June 30, 2026 |
| James Reed Financial Services, Inc. | $131,010,630 | 19 | $6,895,296 | June 30, 2026 |
| Ramiah Investment Group | $130,996,021 | 79 | $1,658,177 | June 30, 2026 |
| Aegis Wealth Management, Inc. | $130,943,619 | 119 | $1,100,367 | June 30, 2026 |
| Anabranch Capital Management, LP | $130,895,270 | 5 | $26,179,054 | June 30, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | $130,882,669 | 81 | $1,615,835 | June 30, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | $130,802,994 | 35 | $3,737,228 | June 30, 2026 |
| Godfrey Financial Associates, Inc. | $130,660,617 | 1,090 | $119,872 | June 30, 2026 |
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