Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Systrade AG | $159,745,325 | 14 | $11,410,380 | June 30, 2026 |
| Principia Wealth Advisory, LLC | $159,885,140 | 1,015 | $157,522 | Dec. 31, 2025 Stale |
| Sterling Manor Financial, LLC | $159,885,525 | 39 | $4,099,629 | March 31, 2026 Previous quarter |
| Gimbal Financial | $159,935,820 | 55 | $2,907,924 | June 30, 2026 |
| Sellaronda Global Management LP | $159,973,616 | 10 | $15,997,362 | June 30, 2026 |
| Cogent Private Wealth, Inc. | $160,022,170 | 117 | $1,367,711 | June 30, 2026 |
| Wallace Hart LLC | $160,040,819 | 45 | $3,556,463 | June 30, 2026 |
| EMORY UNIVERSITY | $160,086,067 | 6 | $26,681,011 | June 30, 2026 |
| CHARTIST INC /CA/ | $160,199,451 | 21 | $7,628,545 | June 30, 2026 |
| STOLZ & ASSOCIATES, PS | $160,200,222 | 32 | $5,006,257 | June 30, 2026 |
| SLT Holdings LLC | $160,217,448 | 150 | $1,068,116 | June 30, 2026 |
| HFG Advisors, Inc. | $160,274,688 | 117 | $1,369,869 | June 30, 2026 |
| SwitchPoint Financial Planning, LLC | $160,295,576 | 71 | $2,257,684 | June 30, 2026 |
| Gibson Wealth Advisors LLC | $160,303,719 | 30 | $5,343,457 | June 30, 2026 |
| Balanced Rock Investment Advisors LLC | $160,321,056 | 102 | $1,571,775 | June 30, 2026 |
| COREPATH WEALTH PARTNERS LLC | $160,327,126 | 46 | $3,485,372 | June 30, 2026 |
| Palouse Capital Management, Inc. | $160,382,588 | 124 | $1,293,408 | June 30, 2026 |
| Future Financial Wealth Managment LLC | $160,440,600 | 132 | $1,215,459 | June 30, 2026 |
| Avant Financial Advisors LLC | $160,551,454 | 69 | $2,326,833 | June 30, 2026 |
| Arthedge Capital Management, LLC | $160,556,205 | 13 | $12,350,477 | June 30, 2026 |
| Mountain Lake Investment Management LLC | $160,572,354 | 31 | $5,179,753 | June 30, 2026 |
| STEINBERG ASSET MANAGEMENT LLC | $160,739,572 | 44 | $3,653,172 | June 30, 2026 |
| Arlington Capital Management, Inc. | $160,790,226 | 112 | $1,435,627 | June 30, 2026 |
| MidAtlantic Capital Management, Inc. | $160,921,550 | 86 | $1,871,181 | June 30, 2026 |
| Mascagni Wealth Management, Inc. | $160,968,085 | 142 | $1,133,578 | June 30, 2026 |
| Buckley Capital Advisors, LLC | $161,004,642 | 14 | $11,500,332 | June 30, 2026 |
| Summer Road LLC | $161,014,282 | 21 | $7,667,347 | June 30, 2026 |
| Savoir Faire Capital Management, L.P. | $161,027,020 | 43 | $3,744,814 | June 30, 2026 |
| Lighthouse Wealth Management Inc. | $161,048,241 | 47 | $3,426,558 | June 30, 2026 |
| BURR FINANCIAL SERVICES, LLC | $161,161,051 | 26 | $6,198,502 | June 30, 2026 |
| Murphy & Mullick Capital Management Corp | $161,169,926 | 666 | $241,997 | June 30, 2026 |
| Merkkuri Wealth Advisors LLC | $161,182,190 | 81 | $1,989,904 | June 30, 2026 |
| Bosman Wealth Management, LLC | $161,182,312 | 56 | $2,878,256 | June 30, 2026 |
| Aureum Wealth Management, LLC | $161,289,667 | 62 | $2,601,446 | June 30, 2026 |
| LM Asset Management Inc. | $161,304,236 | 10 | $16,130,424 | June 30, 2026 |
| Laurore Ltd | $161,332,628 | 1 | $161,332,628 | June 30, 2026 |
| Coastline Complete Wealth LLC | $161,358,475 | 55 | $2,933,790 | March 31, 2026 Previous quarter |
| Mendota Financial Group, LLC | $161,362,659 | 33 | $4,889,778 | June 30, 2026 |
| Navigate Wealth Management, LLC | $161,400,949 | 79 | $2,043,050 | June 30, 2026 |
| White & Co Financial Planning Inc | $161,423,505 | 20 | $8,071,175 | June 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | $161,443,404 | 677 | $238,469 | June 30, 2026 |
| Pinnacle Wealth Management, LLC | $161,452,156 | 31 | $5,208,134 | June 30, 2026 |
| Chancellor Financial Group WB LP | $161,532,074 | 149 | $1,084,108 | June 30, 2026 |
| Randall & Associates Wealth Management | $161,679,030 | 52 | $3,109,212 | June 30, 2026 |
| PMG Wealth Management, Inc. | $161,708,335 | 61 | $2,650,956 | June 30, 2026 |
| Stillwater Wealth Management Group | $161,776,975 | 77 | $2,101,000 | March 31, 2026 Previous quarter |
| Tiptree Advisors, LLC | $161,802,722 | 24 | $6,741,780 | June 30, 2026 |
| TME FINANCIAL, INC. | $161,955,797 | 70 | $2,313,654 | June 30, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | $162,007,520 | 106 | $1,528,373 | June 30, 2026 |
| Sageworth Trust Co of South Dakota | $162,077,925 | 61 | $2,657,015 | June 30, 2026 |
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