Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| CM Management, LLC | $157,445,438 | 71 | $2,217,541 | June 30, 2026 |
| Sound Financial Strategies Group, LLC | $157,496,176 | 121 | $1,301,621 | June 30, 2026 |
| ADG Wealth Management Group, LLC | $157,506,186 | 41 | $3,841,614 | June 30, 2026 |
| Blue Capital, Inc. | $157,517,497 | 122 | $1,291,127 | June 30, 2026 |
| Efficient Frontier Advisors LLC | $157,517,595 | 22 | $7,159,891 | June 30, 2025 Stale |
| Lepercq De Neuflize Asset Management LLC | $157,528,431 | 37 | $4,257,525 | June 30, 2026 |
| Centerpoint Advisory Group | $157,707,991 | 117 | $1,347,932 | June 30, 2026 |
| Ridgeline Wealth Planning, LLC | $157,782,527 | 53 | $2,977,029 | June 30, 2026 |
| Clearview Wealth Advisors LLC | $157,808,702 | 103 | $1,532,123 | Dec. 31, 2025 Stale |
| GSI Capital Advisors LLC | $157,942,992 | 29 | $5,446,310 | June 30, 2026 |
| Seed Wealth Management, Inc. | $157,993,764 | 100 | $1,579,938 | June 30, 2026 |
| Kastel Capital Advisors, LLC | $158,122,291 | 57 | $2,774,075 | June 30, 2026 |
| Kopion Asset Management, LLC | $158,214,978 | 21 | $7,534,047 | June 30, 2026 |
| Sagace Wealth Management LLC | $158,248,609 | 71 | $2,228,854 | June 30, 2026 |
| Brightwater Advisory LLC | $158,260,883 | 59 | $2,682,388 | June 30, 2026 |
| Minerva Advisors LLC | $158,277,236 | 46 | $3,440,809 | June 30, 2026 |
| Schwallier Wealth Management LLC | $158,324,277 | 69 | $2,294,555 | June 30, 2026 |
| AG Campbell Advisory, LLC | $158,361,571 | 5 | $31,672,314 | Dec. 31, 2025 Stale |
| SUPERSTRING CAPITAL MANAGEMENT LP | $158,379,902 | 32 | $4,949,372 | June 30, 2026 |
| Flagship Capital Management Inc. | $158,388,037 | 50 | $3,167,761 | June 30, 2026 |
| Seek First Inc. | $158,392,561 | 67 | $2,364,068 | June 30, 2026 |
| Oppenheimer & Close, LLC | $158,501,081 | 57 | $2,780,721 | June 30, 2026 |
| Overlook Investments LP | $158,519,806 | 1 | $158,519,806 | June 30, 2026 |
| AGMAN CAPITAL LLC | $158,636,290 | 19 | $8,349,278 | June 30, 2026 |
| Cooksen Wealth, LLC | $158,684,326 | 45 | $3,526,318 | June 30, 2026 |
| Blue Water Life Science Advisors, LP | $158,751,868 | 9 | $17,639,096 | June 30, 2026 |
| Swisher Financial Concepts, Inc. | $158,761,162 | 107 | $1,483,749 | June 30, 2026 |
| Stanich Group LLC | $158,822,825 | 52 | $3,054,285 | June 30, 2026 |
| Lakeside Advisors, INC. | $158,839,567 | 65 | $2,443,686 | June 30, 2026 |
| CRITERION CAPITAL ADVISORS, LLC | $158,850,553 | 348 | $456,467 | Dec. 31, 2024 Stale |
| Comprehensive Money Management Services LLC | $158,854,541 | 200 | $794,273 | June 30, 2026 |
| JP Wealth Management, Inc. | $158,864,073 | 14 | $11,347,434 | June 30, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | $158,955,148 | 23 | $6,911,093 | June 30, 2026 |
| MARVIN & PALMER ASSOCIATES INC | $158,962,506 | 28 | $5,677,232 | June 30, 2026 |
| Opulen Financial Group LLC | $158,973,503 | 116 | $1,370,461 | June 30, 2026 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $158,981,401 | 21 | $7,570,543 | June 30, 2026 |
| SpringVest Wealth Management LLC | $158,988,587 | 74 | $2,148,494 | June 30, 2026 |
| 46 Peaks LLC | $159,028,109 | 30 | $5,300,937 | June 30, 2026 |
| Argosy-Lionbridge Management, LLC | $159,137,408 | 20 | $7,956,870 | June 30, 2026 |
| Constant Guidance Financial LLC | $159,199,882 | 67 | $2,376,118 | June 30, 2026 |
| ABS Direct Equity Fund LLC | $159,206,782 | 111 | $1,434,295 | June 30, 2026 |
| Round Hill Asset Management | $159,254,880 | 62 | $2,568,627 | June 30, 2026 |
| Center for Wealth Management Advisory | $159,303,135 | 62 | $2,569,405 | June 30, 2026 |
| Clark & Stuart, Inc | $159,383,324 | 57 | $2,796,199 | June 30, 2026 |
| Papamarkou Wellner Asset Management inc. | $159,414,545 | 75 | $2,125,527 | June 30, 2026 |
| Kagan Cocozza Asset Management | $159,574,666 | 67 | $2,381,711 | June 30, 2026 |
| Avant Capital LLC | $159,622,128 | 86 | $1,856,071 | June 30, 2026 |
| Aubrey Capital Management Ltd | $159,623,483 | 39 | $4,092,910 | June 30, 2026 |
| AMG Asset Management Group, Inc. | $159,677,563 | 92 | $1,735,626 | June 30, 2026 |
| WILLNER & HELLER, LLC | $159,713,407 | 165 | $967,960 | June 30, 2026 |
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