Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Ahara Advisors LLC | $147,883,031 | 55 | $2,688,782 | June 30, 2026 |
| Harbour Wealth Management Group, Inc. | $147,953,492 | 89 | $1,662,399 | June 30, 2026 |
| NORTHLAND SECURITIES, INC. | $148,074,379 | 117 | $1,265,593 | June 30, 2026 |
| MOON CAPITAL MANAGEMENT LP | $148,079,206 | 14 | $10,577,086 | June 30, 2026 |
| 9823 Capital, L.P. | $148,084,394 | 33 | $4,487,406 | June 30, 2026 |
| Nitor Capital Management LLC | $148,145,118 | 24 | $6,172,713 | June 30, 2026 |
| Peapod Lane Capital LLC | $148,196,061 | 61 | $2,429,444 | June 30, 2026 |
| Nolet Wealth Management, LLC | $148,207,149 | 92 | $1,610,947 | March 31, 2026 Previous quarter |
| Vertex Investment Solutions Co., Ltd. | $148,213,300 | 26 | $5,700,512 | June 30, 2026 |
| Perissos Private Wealth Management, LLC | $148,259,580 | 79 | $1,876,704 | June 30, 2026 |
| Accordant Advisory Group Inc | $148,270,881 | 242 | $612,690 | June 30, 2026 |
| Phil A. Younker & Associates, Ltd. | $148,389,053 | 29 | $5,116,864 | June 30, 2026 |
| Bank & Trust Co | $148,391,573 | 304 | $488,130 | March 31, 2026 Previous quarter |
| Ivory Union Consulting Ltd | $148,398,204 | 3 | $49,466,068 | June 30, 2026 |
| MONETTA FINANCIAL SERVICES INC | $148,398,320 | 59 | $2,515,226 | June 30, 2026 |
| Tuttle Capital Management, LLC | $148,402,518 | 116 | $1,279,332 | June 30, 2026 |
| Morgan Creek Capital Management, LLC | $148,406,335 | 15 | $9,893,756 | June 30, 2026 |
| Northstar Financial Companies, Inc. | $148,410,595 | 117 | $1,268,467 | June 30, 2026 |
| swisspartners Advisors Ltd | $148,440,675 | 23 | $6,453,942 | June 30, 2026 |
| HOERTKORN RICHARD CHARLES | $148,561,704 | 71 | $2,092,418 | June 30, 2026 |
| Whipplewood Advisors, LLC | $148,578,807 | 636 | $233,614 | June 30, 2026 |
| HAMILTON LANE ADVISORS LLC | $148,587,496 | 14 | $10,613,393 | June 30, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $148,601,710 | 70 | $2,122,882 | June 30, 2026 |
| FIDUCIARY ADVISORS, INC. | $148,627,407 | 155 | $958,886 | June 30, 2026 |
| Forty-three Eighteen Advisors, LLC | $148,627,694 | 74 | $2,008,482 | June 30, 2026 |
| Sage Investment Advisers LLC | $148,665,023 | 98 | $1,516,990 | June 30, 2026 |
| J2 Capital Management Inc | $148,735,778 | 123 | $1,209,234 | June 30, 2026 |
| Pine Haven Investment Counsel, Inc | $148,811,406 | 116 | $1,282,857 | June 30, 2026 |
| Oder Investment Management, LLC | $148,853,385 | 113 | $1,317,287 | June 30, 2026 |
| Vested Financial Planning, LLC | $148,875,659 | 29 | $5,133,643 | June 30, 2026 |
| SEVEN MILE ADVISORY | $148,941,433 | 158 | $942,667 | June 30, 2026 |
| Cravens & Co Advisors, LLC | $148,962,211 | 67 | $2,223,317 | June 30, 2026 |
| Green Alpha Advisors, LLC | $149,052,519 | 113 | $1,319,049 | June 30, 2026 |
| CANNELL CAPITAL LLC | $149,123,084 | 36 | $4,142,308 | June 30, 2026 |
| Vennlight Capital Management, LP | $149,187,882 | 32 | $4,662,121 | June 30, 2026 |
| ACAS, LLC | $149,218,470 | 93 | $1,604,500 | June 30, 2025 Stale |
| BLODGETT WEALTH ADVISORS, LLC | $149,246,248 | 72 | $2,072,865 | June 30, 2026 |
| Platt Investment Counsel, LLC | $149,258,365 | 14 | $10,661,312 | June 30, 2026 |
| South Shore Capital Advisors | $149,384,328 | 154 | $970,028 | June 30, 2026 |
| Virtus Fixed Income Advisers, LLC | $149,451,270 | 85 | $1,758,250 | June 30, 2026 |
| EJF Capital LP | $149,503,855 | 72 | $2,076,442 | June 30, 2026 |
| LTG Capital LLC | $149,519,096 | 24 | $6,229,962 | June 30, 2026 |
| Compass Financial Group, Inc. (Ohio) | $149,572,655 | 48 | $3,116,097 | June 30, 2026 |
| Black Cypress Capital Management, LLC | $149,617,835 | 29 | $5,159,236 | June 30, 2026 |
| Safe Harbor Family Capital, LLC | $149,656,209 | 57 | $2,625,548 | June 30, 2026 |
| PlanVest Financial, Inc | $149,678,336 | 597 | $250,717 | June 30, 2026 |
| Evansbrook LLC | $149,762,965 | 117 | $1,280,025 | March 31, 2026 Previous quarter |
| Sovereign's Capital Management, LLC | $149,823,647 | 70 | $2,140,338 | June 30, 2026 |
| Sankala Group LLC | $149,826,922 | 631 | $237,444 | June 30, 2026 |
| PW ADVISORS, LLC \ FL | $149,830,359 | 36 | $4,161,954 | June 30, 2026 |
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