Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| RFP Financial Group LLC | $103,631,496 | 64 | $1,619,242 | June 30, 2026 |
| Dai-ichi Life Holdings, Inc. | $103,635,420 | 21 | $4,935,020 | Sept. 30, 2025 Stale |
| XY Capital Ltd | $103,638,524 | 72 | $1,439,424 | June 30, 2026 |
| SAPPHIRE VENTURES, L.P. | $103,802,691 | 4 | $25,950,673 | June 30, 2026 |
| Tallon Kerry Patrick | $103,908,752 | 106 | $980,271 | Dec. 31, 2024 Stale |
| MOZAYYX MANAGEMENT LLC | $103,918,421 | 19 | $5,469,391 | June 30, 2026 |
| GRITSTONE ASSET MANAGEMENT LLC | $103,951,932 | 174 | $597,425 | June 30, 2026 |
| CROWLEY WEALTH MANAGEMENT, INC. | $103,968,821 | 415 | $250,527 | Sept. 30, 2025 Stale |
| Aznar Financial Advisors, LLC | $104,080,387 | 31 | $3,357,432 | Dec. 31, 2025 Stale |
| Xena Financial Planning, LLC | $104,236,798 | 38 | $2,743,074 | June 30, 2026 |
| Trustees of the University of Pennsylvania | $104,240,547 | 5 | $20,848,109 | June 30, 2026 |
| AIHC Capital Management Ltd | $104,244,027 | 4 | $26,061,007 | June 30, 2026 |
| Strategic Financial Group, LLC | $104,371,509 | 19 | $5,493,237 | June 30, 2026 |
| Jeter Robert S II | $104,372,179 | 47 | $2,220,685 | June 30, 2026 |
| Verdad Advisers, LP | $104,410,926 | 210 | $497,195 | June 30, 2026 |
| Indie Asset Partners, LLC | $104,425,025 | 86 | $1,214,244 | June 30, 2026 |
| IDG China Venture Capital Fund V Associates L.P. | $104,641,499 | 1 | $104,641,499 | June 30, 2026 |
| 22NW, LP | $104,683,608 | 14 | $7,477,401 | June 30, 2026 |
| Generations Wealth, LLC | $105,317,890 | 36 | $2,925,497 | June 30, 2026 |
| Villanova Investment Management Co LLC | $105,381,579 | 56 | $1,881,814 | June 30, 2026 |
| Board of the Pension Protection Fund | $105,445,852 | 110 | $958,599 | June 30, 2026 |
| LGT CAPITAL PARTNERS LTD. | $105,469,928 | 38 | $2,775,524 | June 30, 2026 |
| Hyposwiss Advisors SA | $105,542,401 | 104 | $1,014,831 | June 30, 2026 |
| OneAscent Investment Solutions LLC | $105,605,667 | 144 | $733,373 | June 30, 2026 |
| Trask Adam Roland | $105,678,682 | 190 | $556,204 | March 31, 2026 Previous quarter |
| Elevated Private Wealth, LLC | $105,684,114 | 76 | $1,390,580 | June 30, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | $105,834,000 | 43 | $2,461,256 | Dec. 31, 2025 Stale |
| Gibson Capital, LLC | $105,834,669 | 94 | $1,125,901 | June 30, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | $105,835,868 | 81 | $1,306,616 | March 31, 2026 Previous quarter |
| Expressive Wealth LLC | $105,889,150 | 133 | $796,159 | June 30, 2026 |
| Lakeshore Capital Group, Inc. | $105,946,971 | 74 | $1,431,716 | June 30, 2026 |
| Calder Financial LLC | $106,148,847 | 43 | $2,468,578 | June 30, 2026 |
| Plus Group Wealth Advisors LLC | $106,327,563 | 48 | $2,215,158 | June 30, 2026 |
| October Effect Ltd | $106,349,825 | 64 | $1,661,716 | June 30, 2026 |
| STF Management LP | $106,548,368 | 101 | $1,054,934 | Dec. 31, 2025 Stale |
| CFG Wealth Management Services, Inc. | $106,553,752 | 80 | $1,331,922 | June 30, 2026 |
| Ebert Capital Management Inc. | $106,560,826 | 28 | $3,805,744 | June 30, 2026 |
| American Wealth Advisors, LLC | $106,566,698 | 42 | $2,537,302 | June 30, 2026 |
| Intentional Wealth Strategies, LLC | $106,653,180 | 68 | $1,568,429 | June 30, 2026 |
| Lord & Richards Wealth Management, LLC | $106,668,971 | 49 | $2,176,918 | June 30, 2026 |
| Fullerton Advisors, LLC | $106,926,671 | 54 | $1,980,124 | June 30, 2026 |
| Burkett Asset Management Ltd | $106,983,340 | 59 | $1,813,277 | June 30, 2026 |
| BRC-Global BAH Investments Ltd. | $107,035,375 | 1 | $107,035,375 | March 31, 2026 Previous quarter |
| Quest 10 Wealth Builders, Inc. | $107,126,240 | 776 | $138,049 | June 30, 2026 |
| Centricity Wealth Management, LLC | $107,127,666 | 454 | $235,964 | Dec. 31, 2024 Stale |
| Marathon Partners Equity Management, LLC | $107,159,128 | 17 | $6,303,478 | June 30, 2026 |
| Retireful, LLC | $107,471,924 | 81 | $1,326,814 | June 30, 2026 |
| Bedminster, LLC | $107,483,458 | 53 | $2,027,990 | March 31, 2026 Previous quarter |
| KRAFT ASSET MANAGEMENT, LLC | $107,510,078 | 41 | $2,622,197 | June 30, 2025 Stale |
| Finward Bancorp | $107,575,099 | 107 | $1,005,375 | June 30, 2026 |
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