Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Entruity Wealth, LLC | $154,558,146 | 54 | $2,862,188 | June 30, 2026 |
| Tide Cove Capital Partners LLC | $154,563,907 | 13 | $11,889,531 | June 30, 2026 |
| Diversified Investment Strategies, LLC | $154,575,067 | 52 | $2,972,597 | June 30, 2026 |
| Bright Futures Wealth Management, LLC. | $154,810,564 | 208 | $744,282 | June 30, 2026 |
| ONEFUND, LLC | $154,917,572 | 507 | $305,557 | March 31, 2026 Previous quarter |
| GUARDIAN INVESTMENT MANAGEMENT | $154,927,989 | 60 | $2,582,133 | June 30, 2026 |
| Sugar Maple Asset Management, LLC | $155,111,598 | 81 | $1,914,958 | June 30, 2026 |
| Rockbridge Asset Management LLC | $155,144,446 | 31 | $5,004,660 | June 30, 2026 |
| Hall Kathryn A. | $155,161,638 | 20 | $7,758,082 | Sept. 30, 2025 Stale |
| VISA FOUNDATION | $155,246,256 | 2 | $77,623,128 | June 30, 2026 |
| CULTIVAR CAPITAL, INC. | $155,283,375 | 40 | $3,882,084 | June 30, 2026 |
| Kiely Wealth Advisory Group, Inc. | $155,288,498 | 313 | $496,129 | Dec. 31, 2024 Stale |
| Expect Equity LLC | $155,394,168 | 65 | $2,390,680 | June 30, 2026 |
| Spahn Wealth & Retirement LLC | $155,421,904 | 38 | $4,090,050 | June 30, 2026 |
| Summit Portfolio Management, LTD. | $155,448,713 | 24 | $6,477,030 | March 31, 2026 Previous quarter |
| Morey & Quinn Wealth Partners, LLC | $155,464,932 | 143 | $1,087,167 | June 30, 2026 |
| Ipsen Advisor Group LLC | $155,489,613 | 107 | $1,453,174 | June 30, 2026 |
| Fairbanks Capital Management, Inc. | $155,498,207 | 48 | $3,239,546 | June 30, 2026 |
| GraniteShares Advisors LLC | $155,517,941 | 90 | $1,727,977 | June 30, 2026 |
| Clearview Wealth Management LLC | $155,592,561 | 62 | $2,509,557 | June 30, 2026 |
| Clarendon Private LLC | $155,609,866 | 124 | $1,254,918 | June 30, 2026 |
| Financial Life Planners | $155,625,076 | 339 | $459,071 | June 30, 2026 |
| Bonfire Financial | $155,633,133 | 60 | $2,593,886 | June 30, 2026 |
| Settian Capital LP | $155,650,327 | 23 | $6,767,406 | June 30, 2026 |
| Rare Wolf Capital LLC | $155,669,748 | 120 | $1,297,248 | June 30, 2026 |
| APEIRON CAPITAL Ltd | $155,675,081 | 14 | $11,119,649 | June 30, 2026 |
| Adirondack Capital Advisors, LLC | $155,680,984 | 44 | $3,538,204 | March 31, 2026 Previous quarter |
| Joel Adams & Associates, Inc. | $155,712,152 | 68 | $2,289,885 | June 30, 2026 |
| AlpenGlobal Capital LLC | $155,811,427 | 35 | $4,451,755 | June 30, 2026 |
| Harpswell Capital Advisors, LLC | $155,821,722 | 46 | $3,387,429 | June 30, 2026 |
| Mork Capital Management, LLC | $155,922,871 | 104 | $1,499,258 | June 30, 2026 |
| Michels Family Financial, LLC | $155,963,472 | 148 | $1,053,807 | June 30, 2026 |
| WLTH Capital Management, LLC | $156,016,022 | 29 | $5,379,863 | June 30, 2026 |
| CYRUS CAPITAL PARTNERS, L.P. | $156,062,581 | 4 | $39,015,645 | June 30, 2026 |
| Schulz Wealth, LTD. | $156,065,507 | 62 | $2,517,186 | Dec. 31, 2025 Stale |
| Polaris Investment Advisors, LLC | $156,122,066 | 78 | $2,001,565 | June 30, 2026 |
| FMA Wealth Management, LLC | $156,164,658 | 42 | $3,718,206 | June 30, 2026 |
| H Squared Management LP | $156,203,729 | 15 | $10,413,582 | June 30, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | $156,291,925 | 64 | $2,442,061 | June 30, 2026 |
| Bayesian Capital Management, LP | $156,332,923 | 223 | $701,044 | June 30, 2026 |
| Authentikos Wealth Advisory, LLC | $156,666,283 | 72 | $2,175,921 | June 30, 2026 |
| Promus Capital, LLC | $156,707,652 | 300 | $522,359 | Sept. 30, 2025 Stale |
| Avantra Family Wealth, Inc. | $156,723,606 | 165 | $949,840 | June 30, 2026 |
| Penbrook Management LLC | $156,777,217 | 101 | $1,552,250 | June 30, 2026 |
| Bruce G. Allen Investments, LLC | $156,920,734 | 1,037 | $151,322 | June 30, 2026 |
| ABBINGTON INVESTMENT GROUP | $157,087,768 | 52 | $3,020,919 | June 30, 2026 |
| Simcoe Capital LLC | $157,200,371 | 36 | $4,366,677 | June 30, 2026 |
| Gagnon Advisors, LLC | $157,257,160 | 23 | $6,837,268 | June 30, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | $157,316,805 | 41 | $3,836,995 | June 30, 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | $157,390,701 | 85 | $1,851,655 | June 30, 2026 |
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