Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Redwood Park Advisors LLC | $152,208,191 | 353 | $431,185 | June 30, 2026 |
| Caldwell Investment Management Ltd. | $152,278,984 | 33 | $4,614,515 | June 30, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | $152,399,748 | 96 | $1,587,497 | June 30, 2026 |
| Madrid Wealth Management, LLC | $152,421,541 | 70 | $2,177,451 | June 30, 2026 |
| Hedges Asset Management LLC | $152,425,452 | 108 | $1,411,347 | June 30, 2026 |
| TOWERVIEW LLC | $152,496,210 | 17 | $8,970,365 | June 30, 2026 |
| T. Rowe Price Investment Management, Inc. | $152,565,085 | 738 | $206,728 | June 30, 2026 |
| DURANTE & WATERS, LLC | $152,618,033 | 31 | $4,923,162 | June 30, 2026 |
| Crestwood Capital Management, L.P. | $152,664,962 | 16 | $9,541,560 | June 30, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | $152,746,094 | 6 | $25,457,682 | June 30, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | $152,748,012 | 80 | $1,909,350 | June 30, 2026 |
| Allianz Investment Management LLC | $152,748,084 | 29 | $5,267,175 | Dec. 31, 2025 Stale |
| Waterfront Capital Partners, LLC | $152,826,920 | 20 | $7,641,346 | Sept. 30, 2025 Stale |
| Trace Wealth Advisors, LLC | $152,829,715 | 69 | $2,214,923 | June 30, 2026 |
| LANE BROTHERS & CO INC | $152,860,964 | 95 | $1,609,063 | June 30, 2026 |
| Goldenstone Wealth Management LLC | $152,875,803 | 76 | $2,011,524 | June 30, 2026 |
| Capital Squared Financial LLC | $152,958,406 | 87 | $1,758,143 | June 30, 2026 |
| DKM Wealth Management, Inc. | $152,973,399 | 74 | $2,067,208 | June 30, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | $153,064,298 | 62 | $2,468,779 | June 30, 2026 |
| DiPaolo Financial Group, Inc. | $153,068,233 | 47 | $3,256,771 | June 30, 2026 |
| Prosperity Bancshares Inc | $153,080,628 | 450 | $340,179 | June 30, 2026 |
| FLOYD FINANCIAL GROUP LLC | $153,148,521 | 65 | $2,356,131 | June 30, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | $153,220,461 | 87 | $1,761,155 | June 30, 2026 |
| BROOKTREE CAPITAL MANAGEMENT | $153,226,595 | 44 | $3,482,423 | June 30, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | $153,229,086 | 31 | $4,942,874 | June 30, 2026 |
| Persium Advisors, LLC | $153,305,526 | 69 | $2,221,819 | June 30, 2026 |
| bLong Financial, LLC | $153,530,181 | 80 | $1,919,127 | June 30, 2026 |
| Illumine Investment Management, LLC | $153,593,415 | 95 | $1,616,773 | June 30, 2026 |
| Orvieto Partners, L.P. | $153,644,311 | 46 | $3,340,094 | June 30, 2026 |
| Genesis Financial Group, LLC | $153,672,217 | 100 | $1,536,722 | June 30, 2026 |
| Anson Capital, Inc. | $153,701,565 | 93 | $1,652,705 | June 30, 2026 |
| SageOak Financial, LLC | $153,768,649 | 37 | $4,155,909 | June 30, 2026 |
| Safir Wealth Advisors, LLC | $153,897,949 | 17 | $9,052,821 | June 30, 2026 |
| Bluegrass Capital Partners LP | $153,910,730 | 11 | $13,991,885 | June 30, 2026 |
| Macco Financial Group, Inc. | $153,945,383 | 22 | $6,997,517 | June 30, 2026 |
| Creegan & Nassoura Financial Group, LLC | $153,950,778 | 78 | $1,973,728 | Dec. 31, 2025 Stale |
| Maytree Asset Management Ltd | $153,952,277 | 44 | $3,498,915 | June 30, 2026 |
| LRT Capital Management, LLC | $153,964,398 | 64 | $2,405,694 | June 30, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | $153,974,499 | 49 | $3,142,337 | June 30, 2026 |
| Lionshead Wealth Management, LLC | $154,029,927 | 112 | $1,375,267 | June 30, 2026 |
| Greenhaven Road Investment Management, L.P. | $154,030,266 | 17 | $9,060,604 | June 30, 2026 |
| Paradoxiom Capital L.P. | $154,079,214 | 31 | $4,970,297 | March 31, 2025 Stale |
| Oasis Advisors, LLC | $154,096,374 | 54 | $2,853,637 | June 30, 2026 |
| M3 Wealth Management, LLC | $154,120,767 | 35 | $4,403,450 | June 30, 2026 |
| Sheets Smith Investment Management | $154,172,145 | 137 | $1,125,344 | Sept. 30, 2025 Stale |
| ENTRUST FINANCIAL LLC | $154,194,250 | 445 | $346,504 | June 30, 2026 |
| BLALOCK WILLIAMS, LLC | $154,251,674 | 154 | $1,001,634 | June 30, 2026 |
| Stonekeep Investments, LLC | $154,255,510 | 66 | $2,337,205 | March 31, 2026 Previous quarter |
| Pathfinder Wealth Consulting, Inc. | $154,300,029 | 163 | $946,626 | March 31, 2026 Previous quarter |
| LANDMARK WEALTH MANAGEMENT, INC. | $154,318,509 | 44 | $3,507,239 | June 30, 2026 |
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