Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| KMT WEALTH MANAGEMENT, LLC | $118,195,925 | 121 | $976,826 | June 30, 2026 |
| 3 FACTOR INDEXING, LLC | $118,148,913 | 438 | $269,746 | June 30, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | $118,105,855 | 28 | $4,218,066 | June 30, 2026 |
| Masterton Capital Management, LP | $118,088,037 | 24 | $4,920,335 | June 30, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | $117,996,089 | 55 | $2,145,383 | June 30, 2026 |
| AlphaCentric Advisors LLC | $117,965,380 | 259 | $455,465 | June 30, 2026 |
| Wheels Up Wealth, Inc. | $117,942,409 | 23 | $5,127,931 | June 30, 2026 |
| Fiscal Wisdom Wealth Management, LLC | $117,909,990 | 102 | $1,155,980 | June 30, 2026 |
| E&R Wealth Management, LLC | $117,865,740 | 12 | $9,822,145 | June 30, 2026 |
| TrustWell Financial Advisors, LLC | $117,851,955 | 78 | $1,510,923 | June 30, 2026 |
| Walnut Level Capital LLC | $117,776,341 | 39 | $3,019,906 | March 31, 2026 Previous quarter |
| North Forty Two & Co. | $117,761,667 | 104 | $1,132,324 | June 30, 2026 |
| Cannon Capital Management, Inc. | $117,739,159 | 28 | $4,204,970 | June 30, 2026 |
| Vines Capital Management, LLC | $117,727,140 | 90 | $1,308,079 | June 30, 2026 |
| Obion Capital Management LP | $117,580,321 | 16 | $7,348,770 | June 30, 2026 |
| GFG Capital, LLC | $117,545,691 | 100 | $1,175,457 | June 30, 2026 |
| Portfolio Resources Advisor Group, Inc. | $117,528,850 | 150 | $783,526 | June 30, 2026 |
| Arrow Capital Pty Ltd | $117,516,776 | 25 | $4,700,671 | June 30, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | $117,503,434 | 13 | $9,038,726 | June 30, 2026 |
| GPS Wealth Strategies Group, LLC | $117,412,722 | 582 | $201,740 | Dec. 31, 2025 Stale |
| TABR Capital Management, LLC | $117,360,300 | 54 | $2,173,339 | June 30, 2026 |
| CSP Financial Group, LLC | $117,342,494 | 24 | $4,889,271 | June 30, 2026 |
| RAFFLES ASSOCIATES LP | $117,338,250 | 48 | $2,444,547 | June 30, 2026 |
| Envision Financial Transparency, LLC | $117,240,039 | 59 | $1,987,119 | June 30, 2026 |
| PARK CIRCLE Co | $117,185,468 | 53 | $2,211,047 | June 30, 2026 |
| Corecam AG | $117,076,599 | 50 | $2,341,532 | June 30, 2026 |
| Artesa Financial Group, LLC | $117,058,979 | 62 | $1,888,048 | June 30, 2026 |
| 21 West Wealth Management LLC | $117,052,606 | 65 | $1,800,809 | June 30, 2026 |
| Entelevest, LLC | $117,049,714 | 142 | $824,294 | June 30, 2026 |
| MKD WEALTH COACHES, LLC | $117,043,857 | 31 | $3,775,608 | June 30, 2026 |
| Green Court Capital Management Ltd | $116,988,305 | 3 | $38,996,102 | June 30, 2026 |
| ORBA Wealth Advisors, L.L.C. | $116,966,911 | 85 | $1,376,081 | June 30, 2026 |
| Markin Asset Management, LP | $116,851,637 | 47 | $2,486,205 | June 30, 2026 |
| Twin Cities Retirement Group LLC | $116,812,786 | 22 | $5,309,672 | June 30, 2026 |
| KILNER CAPITAL ADVISORS, LLC | $116,714,769 | 18 | $6,484,154 | June 30, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $116,714,758 | 50 | $2,334,295 | June 30, 2026 |
| Wisconsin Wealth Advisors, LLC | $116,698,178 | 90 | $1,296,646 | June 30, 2026 |
| V. M. MANNING & CO., INC. | $116,655,442 | 53 | $2,201,046 | June 30, 2026 |
| Advisory Advocates, LLC | $116,621,454 | 188 | $620,327 | June 30, 2026 |
| Value Base Ltd. | $116,579,437 | 6 | $19,429,906 | June 30, 2026 |
| Minot DeBlois Advisors LLC | $116,464,953 | 240 | $485,271 | June 30, 2026 |
| MEMBERS CAPITAL ADVISORS INC | $116,420,478 | 7 | $16,631,497 | June 30, 2026 |
| Pursuit Wealth Management LLC | $116,366,794 | 118 | $986,159 | Dec. 31, 2025 Stale |
| WealthSpring Partners, LLC | $116,364,075 | 71 | $1,638,931 | June 30, 2026 |
| Teca Partners, LP | $116,332,015 | 8 | $14,541,502 | June 30, 2026 |
| AMES NATIONAL CORP | $116,315,114 | 67 | $1,736,046 | March 31, 2026 Previous quarter |
| Financially in Tune, LLC | $116,304,851 | 77 | $1,510,453 | March 31, 2026 Previous quarter |
| Accuvest Global Advisors | $116,214,000 | 78 | $1,489,923 | June 30, 2026 |
| Monetary Solutions, Ltd | $116,115,846 | 397 | $292,483 | June 30, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | $116,052,464 | 77 | $1,507,175 | June 30, 2026 |
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