Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Providence Wealth Advisors, LLC | $169,753,394 | 84 | $2,020,874 | June 30, 2026 |
| Park Capital Management, LLC / WI | $169,851,427 | 161 | $1,054,978 | June 30, 2026 |
| Jackson Wealth Management, LLC | $169,855,000 | 86 | $1,975,058 | June 30, 2026 |
| Aspetuck Financial Management LLC | $169,859,479 | 79 | $2,150,120 | June 30, 2026 |
| Chatterton & Associates Inc. | $169,905,552 | 101 | $1,682,233 | June 30, 2026 |
| OEP CAPITAL ADVISORS, L.P. | $169,978,313 | 1 | $169,978,313 | June 30, 2026 |
| Gordian Advisors LLC | $170,024,280 | 65 | $2,615,758 | June 30, 2026 |
| HarbourVest Partners LLC | $170,046,137 | 6 | $28,341,023 | June 30, 2026 |
| WPG Advisers, LLC | $170,143,001 | 1,549 | $109,841 | June 30, 2026 |
| NDWM LLC | $170,210,669 | 39 | $4,364,376 | June 30, 2026 |
| Wilson & Boucher Capital Management, LLC | $170,398,696 | 121 | $1,408,254 | June 30, 2026 |
| CATHY PARETO & ASSOCIATES, INC | $170,565,425 | 102 | $1,672,210 | June 30, 2026 |
| Invariant Investment Management | $170,570,841 | 68 | $2,508,395 | June 30, 2026 |
| Strategic Value Partners, LLC | $170,752,788 | 1 | $170,752,788 | June 30, 2026 |
| Ridgeline Wealth, LLC | $170,946,786 | 60 | $2,849,113 | June 30, 2026 |
| Longview Financial Advisors, Inc. | $170,978,376 | 43 | $3,976,241 | June 30, 2026 |
| Alexis Investment Partners, LLC | $170,986,883 | 38 | $4,499,655 | June 30, 2026 |
| Guided Capital Wealth Management, LLC | $171,014,719 | 35 | $4,886,135 | June 30, 2026 |
| CFC Planning Co LLC | $171,019,318 | 71 | $2,408,723 | June 30, 2026 |
| Fidato Wealth LLC | $171,117,050 | 14 | $12,222,646 | June 30, 2026 |
| Coastline Trust Co | $171,159,746 | 406 | $421,576 | June 30, 2026 |
| Del-Sette Capital Management, LLC | $171,255,619 | 50 | $3,425,112 | June 30, 2026 |
| Pingora Partners LLC | $171,269,239 | 182 | $941,040 | June 30, 2026 |
| Lifetime Wealth Management P.C. | $171,314,803 | 90 | $1,903,498 | June 30, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $171,389,622 | 38 | $4,510,253 | June 30, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | $171,429,376 | 116 | $1,477,839 | June 30, 2026 |
| STEPHENS GROUP, LLC | $171,507,415 | 4 | $42,876,854 | March 31, 2026 Previous quarter |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | $171,580,404 | 13 | $13,198,493 | June 30, 2025 Stale |
| Welch Financial Planning, LLC | $171,624,603 | 71 | $2,417,248 | June 30, 2026 |
| Shade Tree Advisors LLC | $171,708,907 | 29 | $5,920,997 | June 30, 2026 |
| Collaborative Fund Advisors, LLC | $171,755,048 | 182 | $943,709 | June 30, 2026 |
| Graphene Investments SAS | $171,755,798 | 42 | $4,089,424 | June 30, 2026 |
| Gambit Capital Management, LLC | $171,798,589 | 103 | $1,667,947 | June 30, 2026 |
| Paladin Wealth, LLC | $171,942,015 | 134 | $1,283,149 | June 30, 2026 |
| Salvus Wealth Management, LLC | $171,968,763 | 126 | $1,364,831 | March 31, 2026 Previous quarter |
| Coastwise Capital Group, LLC | $172,019,131 | 143 | $1,202,931 | June 30, 2026 |
| Networth Advisors, LLC | $172,108,141 | 383 | $449,369 | June 30, 2026 |
| Aspire Growth Partners LLC | $172,128,057 | 128 | $1,344,750 | June 30, 2026 |
| Innovative Wealth Building LLC | $172,132,081 | 84 | $2,049,191 | June 30, 2026 |
| Pacific Park Financial, Inc. | $172,274,160 | 77 | $2,237,327 | June 30, 2026 |
| Investidor Profissional Gestao de Recursos Ltda. | $172,345,552 | 23 | $7,493,285 | June 30, 2026 |
| SANDERS MORRIS HARRIS LLC | $172,412,314 | 75 | $2,298,831 | June 30, 2026 |
| Fundamenta Capital S.A. | $172,427,985 | 14 | $12,316,285 | June 30, 2026 |
| DeLarme Wealth Management, Inc. | $172,459,014 | 68 | $2,536,162 | June 30, 2026 |
| Hopwood Financial Services, Inc. | $172,672,127 | 92 | $1,876,871 | June 30, 2026 |
| Archvest Wealth Advisors, Inc. | $172,823,662 | 73 | $2,367,447 | June 30, 2026 |
| Concorde Asset Management, LLC | $172,840,551 | 152 | $1,137,109 | June 30, 2026 |
| Teton Advisors, LLC | $173,014,279 | 157 | $1,102,002 | June 30, 2026 |
| Kuhn & Co Investment Counsel | $173,043,976 | 149 | $1,161,369 | June 30, 2026 |
| American Institute for Advanced Investment Management, LLP | $173,061,454 | 159 | $1,088,437 | June 30, 2026 |
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