Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| CFG Wealth Management Services, Inc. | $106,553,752 | 80 | $1,331,922 | June 30, 2026 |
| STF Management LP | $106,548,368 | 101 | $1,054,934 | Dec. 31, 2025 Stale |
| October Effect Ltd | $106,349,825 | 64 | $1,661,716 | June 30, 2026 |
| Plus Group Wealth Advisors LLC | $106,327,563 | 48 | $2,215,158 | June 30, 2026 |
| Calder Financial LLC | $106,148,847 | 43 | $2,468,578 | June 30, 2026 |
| Lakeshore Capital Group, Inc. | $105,946,971 | 74 | $1,431,716 | June 30, 2026 |
| Expressive Wealth LLC | $105,889,150 | 133 | $796,159 | June 30, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | $105,835,868 | 81 | $1,306,616 | March 31, 2026 Previous quarter |
| Gibson Capital, LLC | $105,834,669 | 94 | $1,125,901 | June 30, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | $105,834,000 | 43 | $2,461,256 | Dec. 31, 2025 Stale |
| Elevated Private Wealth, LLC | $105,684,114 | 76 | $1,390,580 | June 30, 2026 |
| Trask Adam Roland | $105,678,682 | 190 | $556,204 | March 31, 2026 Previous quarter |
| OneAscent Investment Solutions LLC | $105,605,667 | 144 | $733,373 | June 30, 2026 |
| Hyposwiss Advisors SA | $105,542,401 | 104 | $1,014,831 | June 30, 2026 |
| LGT CAPITAL PARTNERS LTD. | $105,469,928 | 38 | $2,775,524 | June 30, 2026 |
| Board of the Pension Protection Fund | $105,445,852 | 110 | $958,599 | June 30, 2026 |
| Villanova Investment Management Co LLC | $105,381,579 | 56 | $1,881,814 | June 30, 2026 |
| Generations Wealth, LLC | $105,317,890 | 36 | $2,925,497 | June 30, 2026 |
| 22NW, LP | $104,683,608 | 14 | $7,477,401 | June 30, 2026 |
| IDG China Venture Capital Fund V Associates L.P. | $104,641,499 | 1 | $104,641,499 | June 30, 2026 |
| Indie Asset Partners, LLC | $104,425,025 | 86 | $1,214,244 | June 30, 2026 |
| Verdad Advisers, LP | $104,410,926 | 210 | $497,195 | June 30, 2026 |
| Jeter Robert S II | $104,372,179 | 47 | $2,220,685 | June 30, 2026 |
| Strategic Financial Group, LLC | $104,371,509 | 19 | $5,493,237 | June 30, 2026 |
| AIHC Capital Management Ltd | $104,244,027 | 4 | $26,061,007 | June 30, 2026 |
| Trustees of the University of Pennsylvania | $104,240,547 | 5 | $20,848,109 | June 30, 2026 |
| Xena Financial Planning, LLC | $104,236,798 | 38 | $2,743,074 | June 30, 2026 |
| Aznar Financial Advisors, LLC | $104,080,387 | 31 | $3,357,432 | Dec. 31, 2025 Stale |
| CROWLEY WEALTH MANAGEMENT, INC. | $103,968,821 | 415 | $250,527 | Sept. 30, 2025 Stale |
| GRITSTONE ASSET MANAGEMENT LLC | $103,951,932 | 174 | $597,425 | June 30, 2026 |
| MOZAYYX MANAGEMENT LLC | $103,918,421 | 19 | $5,469,391 | June 30, 2026 |
| Tallon Kerry Patrick | $103,908,752 | 106 | $980,271 | Dec. 31, 2024 Stale |
| SAPPHIRE VENTURES, L.P. | $103,802,691 | 4 | $25,950,673 | June 30, 2026 |
| XY Capital Ltd | $103,638,524 | 72 | $1,439,424 | June 30, 2026 |
| Dai-ichi Life Holdings, Inc. | $103,635,420 | 21 | $4,935,020 | Sept. 30, 2025 Stale |
| RFP Financial Group LLC | $103,631,496 | 64 | $1,619,242 | June 30, 2026 |
| SaddleRock Capital Management LLC | $103,623,588 | 16 | $6,476,474 | June 30, 2026 |
| Reality Financial Planning Services, LLC | $103,615,993 | 18 | $5,756,444 | June 30, 2026 |
| Kailix Advisors LLC | $103,548,405 | 11 | $9,413,491 | June 30, 2026 |
| CNB Bank | $103,457,623 | 518 | $199,725 | June 30, 2026 |
| Trailhead Planners LLC | $103,422,060 | 57 | $1,814,422 | June 30, 2026 |
| Freemont Management S.A. | $103,370,862 | 14 | $7,383,633 | June 30, 2026 |
| Arrow Investment Advisors, LLC | $103,354,334 | 75 | $1,378,058 | June 30, 2026 |
| Safe Harbor Wealth Advisors, LLC | $103,287,623 | 96 | $1,075,913 | Dec. 31, 2025 Stale |
| Incision Capital Management LP | $103,203,350 | 5 | $20,640,670 | June 30, 2026 |
| Blantyre Capital Ltd | $103,149,628 | 1 | $103,149,628 | June 30, 2026 |
| Shelter Rock Management, LLC | $103,121,726 | 37 | $2,787,074 | June 30, 2026 |
| UG Investment Advisers Ltd. | $103,110,846 | 10 | $10,311,085 | June 30, 2026 |
| PALLADIEM, LLC | $103,086,721 | 136 | $757,991 | June 30, 2026 |
| Courant Investment Management LLC | $103,034,997 | 7 | $14,719,285 | June 30, 2026 |
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