Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Genesis Wealth Advisors, LLC | $167,276,859 | 72 | $2,323,290 | June 30, 2026 |
| Pfizer Inc | $167,283,988 | 17 | $9,840,235 | June 30, 2026 |
| Eddie Patel Inc | $167,326,092 | 127 | $1,317,528 | June 30, 2026 |
| Triavera Capital LLC | $167,332,380 | 16 | $10,458,274 | March 31, 2026 Previous quarter |
| Farrell Financial LLC | $167,373,890 | 76 | $2,202,288 | March 31, 2026 Previous quarter |
| Fairscale Capital, LLC | $167,426,419 | 441 | $379,652 | June 30, 2026 |
| MFA Wealth Services | $167,437,000 | 134 | $1,249,530 | June 30, 2026 |
| Index Venture Growth Associates IV Ltd | $167,450,682 | 2 | $83,725,341 | June 30, 2026 |
| General Equity Holdings LP | $167,491,497 | 13 | $12,883,961 | June 30, 2026 |
| Boxwood Ventures, Inc. | $167,526,419 | 37 | $4,527,741 | June 30, 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | $167,714,165 | 52 | $3,225,272 | June 30, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | $167,739,050 | 73 | $2,297,795 | March 31, 2026 Previous quarter |
| Income Insurance Ltd | $167,763,919 | 184 | $911,760 | June 30, 2026 |
| Sarver Vrooman Wealth Advisors | $167,772,694 | 145 | $1,157,053 | June 30, 2026 |
| Runnymede Capital Advisors, Inc. | $167,861,546 | 77 | $2,180,020 | June 30, 2026 |
| Catalina Capital Group, LLC | $167,902,914 | 176 | $953,994 | March 31, 2026 Previous quarter |
| Karl Kapital LLC | $167,913,421 | 25 | $6,716,537 | June 30, 2026 |
| Valpey Financial Services, LLC | $167,919,591 | 76 | $2,209,468 | June 30, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $167,929,891 | 104 | $1,614,710 | June 30, 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | $167,936,629 | 22 | $7,633,483 | Dec. 31, 2025 Stale |
| CBM Financial, LLC | $168,070,484 | 16 | $10,504,405 | June 30, 2026 |
| Lee-Kelleher Wealth Management | $168,071,104 | 41 | $4,099,295 | March 31, 2026 Previous quarter |
| KG Capital Management | $168,087,576 | 142 | $1,183,715 | June 30, 2026 |
| EIGHT 31 FINANCIAL, LLC | $168,195,049 | 66 | $2,548,410 | June 30, 2026 |
| Sunrise Financial Services, LLC | $168,248,787 | 587 | $286,625 | June 30, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | $168,290,099 | 104 | $1,618,174 | March 31, 2026 Previous quarter |
| Bravias Capital Group, LLC | $168,487,500 | 97 | $1,736,985 | June 30, 2026 |
| CIGOGNE MANAGEMENT SA | $168,569,108 | 86 | $1,960,106 | Dec. 31, 2024 Stale |
| Athena Investment Management | $168,671,649 | 132 | $1,277,816 | June 30, 2026 |
| Granite Group Advisors, LLC | $168,671,790 | 84 | $2,007,998 | June 30, 2026 |
| Addison Advisors LLC | $168,678,680 | 707 | $238,584 | June 30, 2026 |
| Somnio Financial Group, LLC | $168,791,643 | 14 | $12,056,546 | June 30, 2026 |
| Processus Wealth & Capital Management, LLC | $168,804,457 | 35 | $4,822,984 | June 30, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | $168,877,158 | 339 | $498,163 | June 30, 2026 |
| Davis Capital Management | $168,934,079 | 1,270 | $133,019 | June 30, 2026 |
| Foundation Wealth Management, LLC | $169,083,469 | 51 | $3,315,362 | June 30, 2026 |
| J Digital 6 LLC | $169,088,312 | 3 | $56,362,771 | June 30, 2026 |
| Samjo Management, LLC | $169,161,340 | 58 | $2,916,575 | June 30, 2026 |
| Palacios Wealth Management, LLC | $169,234,258 | 76 | $2,226,767 | June 30, 2026 |
| Tailwinds Wealth, LLC | $169,277,049 | 89 | $1,901,989 | June 30, 2026 |
| Hoffman, Alan N Investment Management | $169,281,885 | 14 | $12,091,563 | June 30, 2026 |
| ELLERSON GROUP INC /ADV | $169,293,569 | 64 | $2,645,212 | June 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | $169,332,560 | 935 | $181,104 | June 30, 2026 |
| RiverTree Advisors, LLC | $169,337,424 | 72 | $2,351,909 | June 30, 2026 |
| EnCap Energy Capital Fund XII, L.P. | $169,341,934 | 1 | $169,341,934 | Dec. 31, 2025 Stale |
| Arsenal Capital Advisors LLC | $169,472,658 | 108 | $1,569,191 | June 30, 2026 |
| Collar Capital Management, LLC | $169,614,149 | 73 | $2,323,481 | June 30, 2026 |
| Nautilus Advisors LLC | $169,630,450 | 179 | $947,656 | June 30, 2026 |
| Christian Investment Advisors, Inc. | $169,657,232 | 14 | $12,118,374 | June 30, 2026 |
| Nicholson Wealth Management Group, LLC | $169,742,292 | 111 | $1,529,210 | June 30, 2026 |
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