Institutional Investors

Institution Portfolio value Positions Avg position As of
Vienna Asset Management LLC $143,009,326 73 $1,959,032 June 30, 2026
STANCE CAPITAL LLC $143,026,297 340 $420,666 June 30, 2026
Maxele Advisors, LLC $143,095,705 98 $1,460,160 June 30, 2026
SONNIPE LTD $143,222,095 1 $143,222,095 June 30, 2026
SECTORAL ASSET MANAGEMENT INC $143,303,475 82 $1,747,603 June 30, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. $143,323,227 57 $2,514,443 June 30, 2026
Jordan Park Trust Co LLC $143,362,012 15 $9,557,467 June 30, 2026
PATHWAY WEALTH MANAGEMENT LLC $143,400,553 31 $4,625,824 June 30, 2026
LongView Asset Management LLC $143,403,488 51 $2,811,833 Dec. 31, 2025 Stale
Atlas Venture Advisors, Inc. $143,441,742 3 $47,813,914 June 30, 2026
FLAX POND CAPITAL, LLC $143,474,852 56 $2,562,051 June 30, 2026
ACUTA CAPITAL PARTNERS, LLC $143,494,671 23 $6,238,899 June 30, 2026
Woodside Wealth Management LLC $143,522,279 45 $3,189,384 June 30, 2026
Fox Financial, Inc $143,589,043 12 $11,965,754 June 30, 2026
BLUE JEAN FINANCIAL LLC $143,660,876 70 $2,052,298 June 30, 2026
Capital Market Strategies LLC $143,799,182 139 $1,034,526 June 30, 2025 Stale
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. $143,823,737 40 $3,595,593 June 30, 2026
PLANWISER FINANCIAL, LLC $143,900,652 50 $2,878,013 June 30, 2026
Carbahal Olsen Financial Services Group, LLC $144,043,991 40 $3,601,100 June 30, 2026
Sharp Capital Gestora de Recursos Ltda. $144,081,333 6 $24,013,556 June 30, 2026
Marble Bar Asset Management LLP $144,180,527 42 $3,432,870 June 30, 2026
Boyce & Associates Wealth Consulting, Inc. $144,243,486 82 $1,759,067 June 30, 2026
BLUELINE ADVISORS LLC $144,399,325 260 $555,382 June 30, 2026
Robert B. Daugherty Foundation $144,400,000 1 $144,400,000 June 30, 2026
SIERRA OCEAN, LLC $144,481,734 72 $2,006,691 June 30, 2026
NorthLanding Financial Partners, LLC $144,545,605 45 $3,212,125 June 30, 2026
Warm Springs Advisors Inc. $144,550,831 45 $3,212,241 June 30, 2026
Post Resch Tallon Group Inc. $144,583,933 138 $1,047,710 June 30, 2026
Piscataqua Savings Bank $144,610,667 412 $350,997 June 30, 2026
Clifford Group, LLC $144,611,714 86 $1,681,532 June 30, 2026
Clarity Retirement & Wealth, LLC $144,623,975 33 $4,382,545 June 30, 2026
SNOWWATER INVESTMENT PARTNERS, LLC $144,636,539 98 $1,475,883 June 30, 2026
Jacobs Equity LLC $144,723,819 121 $1,196,065 June 30, 2026
GILPIN WEALTH MANAGEMENT, LLC $144,724,447 1,064 $136,019 June 30, 2026
Elizabeth Park Capital Advisors, Ltd. $144,763,692 44 $3,290,084 June 30, 2026
VUB Generali dochodkova spravcovska spolocnost, a.s. $145,000,104 91 $1,593,408 June 30, 2026
DARA CAPITAL US, INC. $145,043,496 110 $1,318,577 June 30, 2026
LightSquare Wealth Management, LLC $145,049,963 104 $1,394,711 June 30, 2026
Global Trust Wealth Management LLC $145,174,024 75 $1,935,654 June 30, 2026
Cushing Capital Partners, LLC $145,204,491 99 $1,466,712 June 30, 2026
Corus Family Wealth Advisors $145,231,629 82 $1,771,117 June 30, 2026
RMR Capital Management, LLC $145,243,382 76 $1,911,097 June 30, 2026
Hegarty Advisors, LLC $145,311,988 66 $2,201,697 June 30, 2026
BINGHAM PRIVATE WEALTH, LLC $145,316,472 178 $816,385 June 30, 2026
WYNNEFIELD CAPITAL INC $145,383,667 8 $18,172,958 June 30, 2026
Enhancing Capital LLC $145,445,166 90 $1,616,057 June 30, 2026
Exchange Bank $145,526,547 130 $1,119,435 June 30, 2026
Richmond Brothers, Inc. $145,541,169 96 $1,516,054 June 30, 2026
Dentgroup LLC $145,621,916 93 $1,565,827 Dec. 31, 2025 Stale
Tenzing Financial LLC $145,622,753 84 $1,733,604 June 30, 2026
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