Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Exome Asset Management LLC | $162,102,170 | 52 | $3,117,349 | June 30, 2026 |
| Cruiser Capital Advisors, LLC | $162,154,714 | 51 | $3,179,504 | June 30, 2026 |
| Cornerstone Financial Group, LLC /NE/ | $162,235,655 | 75 | $2,163,142 | June 30, 2026 |
| Candelo Capital Management LP | $162,285,237 | 34 | $4,773,095 | June 30, 2026 |
| Sebold Capital Management, Inc. | $162,314,247 | 78 | $2,080,952 | June 30, 2025 Stale |
| REICON WEALTH ADVISORS, LLC | $162,316,891 | 93 | $1,745,343 | June 30, 2026 |
| Krane Financial Solutions LLC | $162,433,254 | 55 | $2,953,332 | June 30, 2026 |
| Capstone Wealth Management Group LLC | $162,514,320 | 123 | $1,321,255 | March 31, 2026 Previous quarter |
| Trium Capital LLP | $162,575,431 | 53 | $3,067,461 | June 30, 2026 |
| Versant Venture Management, LLC | $162,612,689 | 8 | $20,326,586 | June 30, 2026 |
| Arrington Capital Management, LLC | $162,714,337 | 46 | $3,537,268 | June 30, 2026 |
| Generation Capital Management LLC | $162,959,420 | 83 | $1,963,367 | June 30, 2026 |
| Mercuria Capital Strategies, LLC | $163,051,861 | 23 | $7,089,211 | June 30, 2026 |
| Gem Investment Advisors, LLC | $163,109,322 | 36 | $4,530,815 | June 30, 2026 |
| Nabity-Jensen Investment Management Inc | $163,146,058 | 70 | $2,330,658 | June 30, 2026 |
| Atlantic Private Wealth, LLC | $163,159,254 | 301 | $542,057 | June 30, 2026 |
| Kopp Family Office, LLC | $163,169,126 | 29 | $5,626,522 | June 30, 2026 |
| Yorktown Management & Research Co Inc | $163,257,444 | 249 | $655,652 | June 30, 2026 |
| REXFORD CAPITAL INC | $163,312,261 | 301 | $542,566 | June 30, 2026 |
| Terra Nova Asset Management LLC | $163,353,396 | 93 | $1,756,488 | June 30, 2026 |
| WATERFALL ASSET MANAGEMENT, LLC | $163,425,241 | 18 | $9,079,180 | June 30, 2026 |
| Totem Point Management, LLC | $163,467,905 | 18 | $9,081,550 | June 30, 2026 |
| Climber Capital SA | $163,530,332 | 64 | $2,555,161 | June 30, 2026 |
| Arbor Wealth Advisors LLC | $163,554,750 | 60 | $2,725,913 | June 30, 2026 |
| Holistic Financial Partners | $163,649,954 | 120 | $1,363,750 | June 30, 2026 |
| Apex Wealth Management, LLC | $163,712,220 | 63 | $2,598,607 | June 30, 2026 |
| Broadview Financial Management, LLC | $163,756,443 | 43 | $3,808,289 | June 30, 2026 |
| Meadow Creek Wealth Advisors LLC | $163,798,209 | 139 | $1,178,404 | June 30, 2026 |
| Piedmont Capital Management, LLC/NC | $163,804,352 | 123 | $1,331,743 | June 30, 2026 |
| Campion Asset Management | $163,855,850 | 83 | $1,974,167 | June 30, 2026 |
| Breakout Capital Partners, LP | $163,859,297 | 8 | $20,482,412 | June 30, 2026 |
| Sippican Capital Advisors | $163,916,880 | 111 | $1,476,729 | June 30, 2026 |
| Family Legacy Financial Solutions, LLC | $164,004,780 | 65 | $2,523,150 | June 30, 2026 |
| Velan Capital Investment Management LP | $164,037,794 | 51 | $3,216,427 | June 30, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $164,053,153 | 74 | $2,216,935 | June 30, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | $164,115,939 | 61 | $2,690,425 | June 30, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $164,235,901 | 153 | $1,073,437 | June 30, 2026 |
| HEMMING& WEALTH MANAGEMENT, INC. | $164,268,964 | 16 | $10,266,810 | June 30, 2026 |
| Teton Advisors, Inc. | $164,327,031 | 184 | $893,082 | June 30, 2025 Stale |
| JDH Wealth Management, LLC | $164,330,388 | 61 | $2,693,941 | June 30, 2026 |
| Bullseye Investment Management, LLC | $164,346,837 | 91 | $1,806,009 | Sept. 30, 2025 Stale |
| Cannon Advisors, Inc. | $164,353,198 | 93 | $1,767,239 | June 30, 2026 |
| FORERUNNER VENTURES MANAGEMENT, LLC | $164,477,071 | 1 | $164,477,071 | June 30, 2026 |
| Atala Financial Inc | $164,516,501 | 121 | $1,359,641 | June 30, 2026 |
| Pandora Wealth, Inc. | $164,555,008 | 224 | $734,621 | Dec. 31, 2025 Stale |
| Better Money Decisions, LLC | $164,591,682 | 74 | $2,224,212 | June 30, 2025 Stale |
| Gaddis Premier Wealth Advisors LLC | $164,604,843 | 99 | $1,662,675 | June 30, 2026 |
| Vann Equity Management LLC | $164,656,657 | 168 | $980,099 | June 30, 2026 |
| HC Advisors, LLC | $164,728,215 | 62 | $2,656,907 | June 30, 2026 |
| Ares Systematic Credit Ltd | $164,730,818 | 242 | $680,706 | June 30, 2026 |
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