Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Value Investment Professionals, LLC | $118,932,425 | 97 | $1,226,107 | June 30, 2026 |
| Finhabits Advisors LLC | $118,943,425 | 15 | $7,929,562 | June 30, 2026 |
| Oakmont Advisory Group, LLC | $119,062,925 | 505 | $235,768 | June 30, 2026 |
| Bannerstone Capital Management, LLC | $119,109,445 | 113 | $1,054,066 | June 30, 2026 |
| Ankerstar Wealth, LLC | $119,173,023 | 989 | $120,499 | June 30, 2026 |
| Worthington Financial Partners, LLC | $119,185,269 | 99 | $1,203,892 | June 30, 2026 |
| DBK Financial Counsel, LLC | $119,191,512 | 56 | $2,128,420 | June 30, 2026 |
| Red Mountain Financial, LLC | $119,194,786 | 82 | $1,453,595 | June 30, 2026 |
| 1015 Capital Partners, LLC | $119,363,313 | 609 | $195,999 | June 30, 2026 |
| Baer Investment Advisory LLC | $119,495,141 | 43 | $2,778,957 | June 30, 2026 |
| Mann Financial Group, Inc. | $119,501,835 | 34 | $3,514,760 | June 30, 2026 |
| HEFFERNAN ADVISORY, INC | $119,508,011 | 43 | $2,779,256 | June 30, 2026 |
| Aryeh Capital Management Ltd. | $119,528,102 | 12 | $9,960,675 | Sept. 30, 2025 Stale |
| ETF Store, Inc. | $119,536,298 | 114 | $1,048,564 | June 30, 2026 |
| waypoint wealth counsel | $119,549,004 | 150 | $796,993 | June 30, 2026 |
| Grand Central Investment Group | $119,568,026 | 40 | $2,989,201 | June 30, 2026 |
| Cypress Capital Management LLC (WY) | $119,640,476 | 213 | $561,692 | June 30, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | $119,795,278 | 50 | $2,395,906 | June 30, 2026 |
| YANKCOM Partnership | $119,808,933 | 308 | $388,990 | June 30, 2026 |
| Blue Line Capital, LLC / IL | $119,910,113 | 92 | $1,303,371 | June 30, 2026 |
| Payne Capital LLC | $119,999,238 | 59 | $2,033,885 | June 30, 2026 |
| RHL GROUP, LLC | $120,213,356 | 269 | $446,890 | June 30, 2026 |
| Mirabaud Asset Management Ltd | $120,221,337 | 49 | $2,453,497 | June 30, 2026 |
| WealthCare Asset Management, LLC | $120,350,524 | 78 | $1,542,955 | June 30, 2026 |
| Helium Advisors LLC | $120,363,612 | 107 | $1,124,894 | June 30, 2026 |
| Morangie Management LLC | $120,416,577 | 34 | $3,541,664 | June 30, 2026 |
| NDVR, Inc. | $120,519,866 | 121 | $996,032 | Dec. 31, 2025 Stale |
| Mission Financial Group, LLC | $120,533,802 | 158 | $762,872 | June 30, 2026 |
| KDK Private Wealth Management, LLC | $120,552,513 | 57 | $2,114,956 | June 30, 2026 |
| Roan Capital Partners | $120,583,499 | 78 | $1,545,942 | June 30, 2026 |
| Stoic Point Capital Management LLC | $120,642,149 | 69 | $1,748,437 | June 30, 2026 |
| Miller Global Investments, LLC | $120,719,318 | 295 | $409,218 | June 30, 2026 |
| HICKORY ASSET MANAGEMENT, INC. | $120,922,650 | 91 | $1,328,820 | June 30, 2025 Stale |
| Verity & Verity, LLC | $121,121,329 | 138 | $877,691 | June 30, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | $121,140,772 | 57 | $2,125,277 | June 30, 2026 |
| CFO CAPITAL MANAGEMENT LLC | $121,159,141 | 104 | $1,164,992 | March 31, 2026 Previous quarter |
| Chapman Investment Management, LLC | $121,238,941 | 27 | $4,490,331 | June 30, 2026 |
| Shorepath Capital Management LLC | $121,348,624 | 23 | $5,276,027 | June 30, 2025 Stale |
| SUMMIT INVESTMENT ADVISORS, INC. | $121,354,819 | 55 | $2,206,451 | June 30, 2025 Stale |
| Dala Group, LLC | $121,383,370 | 68 | $1,785,050 | June 30, 2026 |
| Alexander Randolph Advisory, Inc. | $121,409,191 | 41 | $2,961,200 | June 30, 2026 |
| Portus Wealth Advisors, LLC | $121,487,383 | 50 | $2,429,748 | June 30, 2026 |
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC | $121,528,446 | 3 | $40,509,482 | June 30, 2026 |
| Torrey-Payne Wealth Management, LLC | $121,594,823 | 39 | $3,117,816 | June 30, 2026 |
| Drystone LLC | $121,621,309 | 18 | $6,756,739 | June 30, 2026 |
| Greenline Wealth Management LLC | $121,684,994 | 131 | $928,893 | June 30, 2026 |
| Clientfirst Wealth Management, LLC | $121,742,656 | 53 | $2,297,031 | June 30, 2026 |
| Moneda S.A. Administradora General de Fondos | $121,951,562 | 31 | $3,933,921 | June 30, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | $121,969,841 | 39 | $3,127,432 | June 30, 2026 |
| Coral Wealth Management, LLC | $122,058,850 | 17 | $7,179,932 | June 30, 2026 |
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