Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| J.M. Arbour, LLC | $116,028,055 | 132 | $879,000 | June 30, 2026 |
| OakTrust Wealth Advisors, LLC | $116,027,254 | 69 | $1,681,554 | June 30, 2026 |
| Rovida Advisors Inc. | $115,974,638 | 12 | $9,664,553 | Sept. 30, 2025 Stale |
| SFI Advisors, LLC | $115,908,321 | 55 | $2,107,424 | June 30, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | $115,870,470 | 34 | $3,407,955 | June 30, 2026 |
| Stembrook Asset Management, LLC | $115,816,203 | 51 | $2,270,906 | June 30, 2026 |
| Vistica Wealth Advisors, LLC | $115,579,758 | 54 | $2,140,366 | June 30, 2026 |
| Pacific Capital Partners Ltd | $115,564,791 | 40 | $2,889,120 | June 30, 2026 |
| Priebe Wealth Holdings LLC | $115,486,910 | 53 | $2,178,998 | June 30, 2025 Stale |
| KITCHING PARTNERS, LLC | $115,462,087 | 40 | $2,886,552 | June 30, 2026 |
| Jefferson Bridge Capital, LLC | $115,411,614 | 53 | $2,177,578 | June 30, 2026 |
| Investment Insight Wealth Management, LLC | $115,407,544 | 44 | $2,622,899 | June 30, 2026 |
| Bluebird Wealth Management LLC | $115,348,844 | 89 | $1,296,054 | June 30, 2026 |
| VISION FINANCIAL MARKETS LLC | $115,254,599 | 413 | $279,067 | June 30, 2026 |
| Titiun Yejiel | $115,199,760 | 40 | $2,879,994 | June 30, 2026 |
| PENINSULA ASSET MANAGEMENT INC | $115,176,330 | 54 | $2,132,895 | June 30, 2026 |
| Alan B Lancz & Associates, Inc. | $114,988,170 | 138 | $833,248 | June 30, 2026 |
| Parsonex Advisory Services, Inc. | $114,941,691 | 50 | $2,298,834 | June 30, 2026 |
| Urban Wealth Management, LLC | $114,722,861 | 107 | $1,072,176 | June 30, 2026 |
| Townsend Financial Planning, LLC | $114,718,570 | 30 | $3,823,952 | June 30, 2026 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | $114,713,706 | 36 | $3,186,492 | June 30, 2026 |
| Hobart Private Capital, LLC | $114,679,692 | 137 | $837,078 | June 30, 2026 |
| Bey-Douglas LLC | $114,636,152 | 56 | $2,047,074 | March 31, 2026 Previous quarter |
| GGV Capital LLC | $114,516,970 | 8 | $14,314,621 | Dec. 31, 2024 Stale |
| Cedrus Wealth Group LLC | $114,512,792 | 51 | $2,245,349 | June 30, 2026 |
| MERCATO PARTNERS GROWTH III GP, LLC | $114,416,808 | 1 | $114,416,808 | Dec. 31, 2025 Stale |
| Rosenthal | Henry Capital Advisors, Inc. | $114,354,354 | 48 | $2,382,382 | June 30, 2026 |
| JBGlobal.com LLC | $114,335,771 | 32 | $3,572,993 | June 30, 2026 |
| Premier Private Wealth Management LLC | $114,301,769 | 60 | $1,905,029 | June 30, 2026 |
| Vavra Capital Management, LLC | $114,284,645 | 22 | $5,194,757 | June 30, 2026 |
| TRUSTCO BANK CORP N Y | $114,151,841 | 77 | $1,482,491 | June 30, 2026 |
| SWF LLC | $114,040,288 | 14 | $8,145,735 | June 30, 2026 |
| Explore Capital Management, LLC | $114,022,595 | 11 | $10,365,690 | June 30, 2026 |
| TSG Consumer Partners LP | $113,983,439 | 1 | $113,983,439 | June 30, 2026 |
| Fremen Capital Management LP | $113,978,496 | 14 | $8,141,321 | June 30, 2026 |
| Redwood Family Wealth LLC | $113,974,192 | 110 | $1,036,129 | June 30, 2026 |
| Shepherd Street Advisors LLC | $113,943,386 | 86 | $1,324,923 | June 30, 2026 |
| Lane Generational LLC | $113,915,398 | 43 | $2,649,195 | June 30, 2026 |
| Standard Family Office LLC | $113,770,477 | 31 | $3,670,015 | June 30, 2026 |
| SURIENCE PRIVATE WEALTH LLC | $113,703,851 | 45 | $2,526,752 | June 30, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $113,654,299 | 44 | $2,583,052 | June 30, 2026 |
| IFC & Insurance Marketing, Inc. | $113,574,087 | 78 | $1,456,078 | June 30, 2026 |
| Royal Palms Capital LLC | $113,430,635 | 57 | $1,990,011 | June 30, 2026 |
| Michael Brady & Co., LLC | $113,330,236 | 58 | $1,953,970 | June 30, 2026 |
| 53 HOUSE LLP | $113,263,538 | 8 | $14,157,942 | March 31, 2025 Stale |
| Ally Bridge Group (NY) LLC | $113,071,435 | 25 | $4,522,857 | June 30, 2026 |
| INVESTED ADVISORS | $113,068,133 | 152 | $743,869 | June 30, 2026 |
| MSRH, LLC | $112,888,759 | 29 | $3,892,716 | March 31, 2026 Previous quarter |
| Clear Point Advisors Inc. | $112,837,153 | 93 | $1,213,303 | June 30, 2026 |
| Objective Capital Management, LLC | $112,684,114 | 103 | $1,094,021 | June 30, 2026 |
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