Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Ark Wealth Advisors LLC | $112,678,304 | 87 | $1,295,153 | June 30, 2026 |
| SMITH THOMAS W | $112,623,244 | 5 | $22,524,649 | June 30, 2026 |
| OFC FINANCIAL PLANNING, LLC | $112,574,884 | 56 | $2,010,266 | June 30, 2026 |
| Defined Financial Planning LLC | $112,567,881 | 68 | $1,655,410 | June 30, 2025 Stale |
| Broyhill Asset Management, LLC | $112,465,650 | 77 | $1,460,593 | June 30, 2026 |
| Measured Risk Portfolios, Inc. | $112,415,060 | 63 | $1,784,366 | June 30, 2026 |
| Teucrium Investment Advisors, LLC | $112,385,506 | 47 | $2,391,181 | June 30, 2026 |
| Chicago Capital Management, LLC | $112,300,553 | 27 | $4,159,280 | June 30, 2026 |
| Emergence GP Partners, LLC | $112,267,353 | 4 | $28,066,838 | June 30, 2026 |
| Parrish Capital LLC | $112,202,546 | 86 | $1,304,681 | March 31, 2026 Previous quarter |
| DWM Financial Group, Inc. | $112,196,561 | 40 | $2,804,914 | June 30, 2026 |
| HS Investments IV Ltd | $112,139,962 | 2 | $56,069,981 | June 30, 2026 |
| Luma Capital S.A. - SPF | $112,129,769 | 12 | $9,344,147 | June 30, 2026 |
| Traub Capital Management LLC | $112,094,624 | 132 | $849,202 | June 30, 2026 |
| TOWN LANE MANAGEMENT LP | $112,043,740 | 3 | $37,347,913 | June 30, 2026 |
| Whitford Management LLC | $112,019,349 | 22 | $5,091,789 | June 30, 2026 |
| Skerryvore Asset Management Ltd | $111,997,815 | 7 | $15,999,688 | June 30, 2026 |
| BANTA ASSET MANAGEMENT LP | $111,986,602 | 20 | $5,599,330 | June 30, 2026 |
| Crescent Sterling, Ltd. | $111,798,457 | 85 | $1,315,276 | June 30, 2026 |
| Watershed Asset Management, L.L.C. | $111,796,406 | 116 | $963,762 | June 30, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | $111,730,385 | 19 | $5,880,547 | June 30, 2026 |
| Stonebridge Wealth Management, LLC | $111,696,738 | 37 | $3,018,831 | June 30, 2026 |
| truNorth Financial Services, Inc. | $111,684,248 | 59 | $1,892,953 | June 30, 2026 |
| Van Diest Capital, LLC | $111,596,884 | 176 | $634,073 | June 30, 2026 |
| Investment Management Trust, LLC | $111,569,951 | 78 | $1,430,384 | June 30, 2026 |
| RCW Management, LLC | $111,538,347 | 68 | $1,640,270 | June 30, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | $111,501,063 | 100 | $1,115,011 | June 30, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | $111,486,838 | 136 | $819,756 | June 30, 2026 |
| Weaver C. Barksdale & Associates, Inc. | $111,471,704 | 62 | $1,797,931 | June 30, 2026 |
| Valued Retirements, Inc. | $111,351,625 | 101 | $1,102,491 | June 30, 2026 |
| GLP Holdings LLLP | $111,316,381 | 4 | $27,829,095 | June 30, 2026 |
| Kazazian Asset Management, LLC | $111,286,452 | 51 | $2,182,087 | June 30, 2026 |
| Fortitude Financial, LLC | $111,286,091 | 28 | $3,974,503 | June 30, 2026 |
| Elevation Wealth Management LLC | $111,124,747 | 146 | $761,128 | June 30, 2026 |
| Integrity Wealth Partners, LLC | $111,104,799 | 99 | $1,122,271 | March 31, 2026 Previous quarter |
| Putney Financial Group LLC | $111,058,499 | 78 | $1,423,827 | June 30, 2026 |
| Capital Developers, LLC | $111,036,378 | 52 | $2,135,315 | March 31, 2026 Previous quarter |
| Seneschal Advisors, LLC | $110,997,564 | 596 | $186,238 | June 30, 2026 |
| Dalton Investments, Inc. | $110,950,855 | 16 | $6,934,428 | June 30, 2026 |
| Vericrest Private Wealth | $110,800,244 | 44 | $2,518,187 | June 30, 2026 |
| Cromwell Holdings LLC | $110,790,201 | 1,108 | $99,991 | June 30, 2026 |
| J. Mark Nickell & Co. | $110,723,068 | 32 | $3,460,096 | March 31, 2026 Previous quarter |
| Beryl Capital Management LLC | $110,668,789 | 7 | $15,809,827 | June 30, 2026 |
| Western Pacific Wealth Management, LP | $110,600,373 | 181 | $611,052 | June 30, 2026 |
| SABBY MANAGEMENT, LLC | $110,521,749 | 23 | $4,805,293 | June 30, 2026 |
| Independent Wealth Advisors LLC | $110,513,723 | 77 | $1,435,243 | June 30, 2026 |
| Ballast Financial Advisors LLC | $110,460,691 | 71 | $1,555,784 | June 30, 2026 |
| Karras Company, Inc. | $110,330,464 | 61 | $1,808,696 | June 30, 2026 |
| FinArc Investments, Inc. | $110,305,133 | 43 | $2,565,236 | June 30, 2026 |
| Catalyst Investment Management LLC | $110,221,441 | 73 | $1,509,883 | June 30, 2026 |
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