Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Smart Portfolios, LLC | $100,287,568 | 99 | $1,013,006 | March 31, 2026 Previous quarter |
| Shelter Ins Retirement Plan | $100,686,929 | 8 | $12,585,866 | June 30, 2026 |
| SBI Holdings USA, Inc. | $101,084,820 | 1 | $101,084,820 | June 30, 2026 |
| Kampmann Melissa S. | $101,097,887 | 44 | $2,297,679 | June 30, 2026 |
| Miramar Fiduciary Corp | $101,153,273 | 5 | $20,230,655 | June 30, 2026 |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP | $101,373,086 | 8 | $12,671,636 | March 31, 2026 Previous quarter |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $101,528,037 | 87 | $1,166,989 | June 30, 2026 |
| Davis Wealth Advisors, LLC | $101,534,580 | 73 | $1,390,885 | June 30, 2026 |
| Englebert Financial Advisers, LLC | $101,547,499 | 65 | $1,562,269 | June 30, 2026 |
| Cohen Investment Advisors LLC | $101,609,351 | 81 | $1,254,436 | June 30, 2026 |
| COGENT STRATEGIC WEALTH LLC | $101,686,529 | 58 | $1,753,216 | June 30, 2026 |
| Hutchinson Financial Advisors, INC | $101,736,585 | 67 | $1,518,456 | Sept. 30, 2025 Stale |
| MSD CAPITAL, L.P. | $101,790,124 | 3 | $33,930,041 | June 30, 2026 |
| Pantera Capital Partners LP | $101,808,821 | 15 | $6,787,255 | June 30, 2026 |
| Encore Global Management, LP | $101,877,661 | 53 | $1,922,220 | June 30, 2026 |
| Lionsbridge Wealth Management LLC | $101,901,168 | 68 | $1,498,547 | June 30, 2026 |
| Riggs Capital Management LLC | $101,920,335 | 105 | $970,670 | Dec. 31, 2024 Stale |
| PARTNERS WEALTH MANAGEMENT, LLC | $102,013,310 | 108 | $944,568 | June 30, 2026 |
| Electric Capital Partners, LLC | $102,073,518 | 7 | $14,581,931 | June 30, 2026 |
| Laurus Investment Counsel Inc. | $102,125,595 | 45 | $2,269,458 | March 31, 2026 Previous quarter |
| Sherry Group, Inc. | $102,197,776 | 52 | $1,965,342 | June 30, 2026 |
| Good Harbor Advisors, Inc. | $102,229,009 | 87 | $1,175,046 | June 30, 2026 |
| Tekne Capital Management, LLC | $102,298,000 | 6 | $17,049,667 | June 30, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | $102,361,823 | 26 | $3,936,993 | June 30, 2026 |
| Closed-End Fund Advisors, Inc. | $102,373,406 | 163 | $628,058 | June 30, 2026 |
| Sulzberger Capital Advisors, Inc. | $102,430,459 | 53 | $1,932,650 | June 30, 2026 |
| Park State Asset Management | $102,445,927 | 25 | $4,097,837 | June 30, 2026 |
| VIMA LLC | $102,495,469 | 371 | $276,268 | June 30, 2026 |
| Orchard Capital Management, LLC | $102,641,251 | 44 | $2,332,756 | June 30, 2026 |
| Independent Order of Foresters | $102,677,191 | 2 | $51,338,596 | June 30, 2026 |
| Alua Capital Management LP | $102,711,990 | 1 | $102,711,990 | June 30, 2026 |
| 22C Capital LLC | $102,728,725 | 1 | $102,728,725 | June 30, 2026 |
| RCF Management L.L.C. | $102,853,563 | 1 | $102,853,563 | March 31, 2025 Stale |
| IronOak Wealth LLC. | $102,902,827 | 64 | $1,607,857 | June 30, 2025 Stale |
| J. Team Financial, Inc. | $102,941,377 | 102 | $1,009,229 | June 30, 2026 |
| Michael A. Dubis Financial Planning, LLC | $103,020,867 | 45 | $2,289,353 | March 31, 2025 Stale |
| Courant Investment Management LLC | $103,034,997 | 7 | $14,719,285 | June 30, 2026 |
| PALLADIEM, LLC | $103,086,721 | 136 | $757,991 | June 30, 2026 |
| UG Investment Advisers Ltd. | $103,110,846 | 10 | $10,311,085 | June 30, 2026 |
| Shelter Rock Management, LLC | $103,121,726 | 37 | $2,787,074 | June 30, 2026 |
| Blantyre Capital Ltd | $103,149,628 | 1 | $103,149,628 | June 30, 2026 |
| Incision Capital Management LP | $103,203,350 | 5 | $20,640,670 | June 30, 2026 |
| Safe Harbor Wealth Advisors, LLC | $103,287,623 | 96 | $1,075,913 | Dec. 31, 2025 Stale |
| Arrow Investment Advisors, LLC | $103,354,334 | 75 | $1,378,058 | June 30, 2026 |
| Freemont Management S.A. | $103,370,862 | 14 | $7,383,633 | June 30, 2026 |
| Trailhead Planners LLC | $103,422,060 | 57 | $1,814,422 | June 30, 2026 |
| CNB Bank | $103,457,623 | 518 | $199,725 | June 30, 2026 |
| Kailix Advisors LLC | $103,548,405 | 11 | $9,413,491 | June 30, 2026 |
| Reality Financial Planning Services, LLC | $103,615,993 | 18 | $5,756,444 | June 30, 2026 |
| SaddleRock Capital Management LLC | $103,623,588 | 16 | $6,476,474 | June 30, 2026 |
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