Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| BCO Wealth Management LLC | $183,370,257 | 45 | $4,074,895 | June 30, 2026 |
| Alpha Wealth Funds, LLC | $183,391,424 | 63 | $2,910,975 | June 30, 2026 |
| Millennium Capital Advisors, LLC | $183,431,414 | 137 | $1,338,915 | June 30, 2026 |
| HERBST GROUP, LLC | $183,460,223 | 65 | $2,822,465 | June 30, 2026 |
| LeConte Wealth Management, LLC | $183,528,548 | 179 | $1,025,299 | June 30, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | $183,542,225 | 108 | $1,699,465 | June 30, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | $183,680,088 | 40 | $4,592,002 | June 30, 2026 |
| Menard Financial Group LLC | $183,722,584 | 80 | $2,296,532 | June 30, 2026 |
| Northern Lights Advisors, Inc. | $183,767,180 | 72 | $2,552,322 | June 30, 2026 |
| Legend Capital Advisors LLC | $183,776,792 | 62 | $2,964,142 | June 30, 2026 |
| BXM Wealth LLC | $183,818,027 | 163 | $1,127,718 | June 30, 2026 |
| Sanchez Levi Garrett | $183,947,292 | 74 | $2,485,774 | June 30, 2026 |
| WFA Asset Management Corp | $183,952,001 | 196 | $938,531 | Sept. 30, 2025 Stale |
| Sterling Wealth Advisors Inc | $183,990,848 | 20 | $9,199,542 | June 30, 2026 |
| Commerce Advisors, LLC | $184,061,481 | 128 | $1,437,980 | June 30, 2026 |
| Ervin Investment Management, LLC | $184,078,636 | 47 | $3,916,567 | June 30, 2026 |
| FUTURE YOU WEALTH LLC | $184,101,992 | 58 | $3,174,172 | June 30, 2025 Stale |
| Tillman Hartley LLC | $184,178,371 | 94 | $1,959,344 | June 30, 2026 |
| Tacita Capital Inc | $184,203,340 | 214 | $860,763 | June 30, 2026 |
| Occam Crest Management LP | $184,386,496 | 33 | $5,587,470 | June 30, 2026 |
| Strive Asset Management, LLC | $184,423,067 | 183 | $1,007,776 | Sept. 30, 2025 Stale |
| Dale Q Rice Investment Management Ltd | $184,449,853 | 68 | $2,712,498 | June 30, 2026 |
| Daner Wealth Management, LLC | $184,471,856 | 96 | $1,921,582 | June 30, 2026 |
| INCOME RESEARCH & MANAGEMENT | $184,480,653 | 30 | $6,149,355 | June 30, 2026 |
| Hibernia Wealth Partners, LLC | $184,645,382 | 82 | $2,251,773 | June 30, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $184,657,335 | 97 | $1,903,684 | June 30, 2026 |
| WealthTrust Asset Management, LLC | $184,734,695 | 111 | $1,664,277 | June 30, 2026 |
| Silver Grove Financial Group, Inc. | $184,789,023 | 2,450 | $75,424 | June 30, 2026 |
| Millstone Evans Group, LLC | $184,847,509 | 877 | $210,773 | June 30, 2026 |
| Byrne Asset Management LLC | $184,902,765 | 591 | $312,864 | June 30, 2026 |
| Walker Asset Management, LLC | $184,925,671 | 145 | $1,275,349 | March 31, 2026 Previous quarter |
| Compass Planning Associates Inc | $184,963,794 | 33 | $5,604,963 | June 30, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | $185,012,601 | 15 | $12,334,173 | June 30, 2026 |
| Astor Investment Management LLC | $185,054,852 | 28 | $6,609,102 | June 30, 2025 Stale |
| American Alpha Advisors, LLC | $185,107,538 | 95 | $1,948,500 | June 30, 2026 |
| Integrated Financial Solutions, Inc. | $185,130,862 | 36 | $5,142,524 | June 30, 2026 |
| WINCAP FINANCIAL LLC | $185,172,637 | 91 | $2,034,864 | June 30, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $185,300,864 | 39 | $4,751,304 | June 30, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | $185,496,424 | 196 | $946,410 | June 30, 2026 |
| Lane & Associates LLC | $185,518,027 | 115 | $1,613,200 | March 31, 2025 Stale |
| Northland Capital Management LLC | $185,521,773 | 30 | $6,184,059 | June 30, 2026 |
| Godshalk Welsh Capital Management, Inc. | $185,589,402 | 137 | $1,354,667 | June 30, 2026 |
| Grafton Street Partners Fund, LP | $185,592,839 | 10 | $18,559,284 | Sept. 30, 2025 Stale |
| LEIGH BALDWIN & CO., LLC | $185,670,254 | 182 | $1,020,166 | June 30, 2026 |
| Omega Fund Management, LLC | $185,685,956 | 10 | $18,568,596 | June 30, 2026 |
| Horizon Family Wealth, Inc. | $185,784,693 | 93 | $1,997,685 | June 30, 2026 |
| Fingerlakes Wealth Management, Inc. | $185,822,722 | 101 | $1,839,829 | June 30, 2026 |
| Live Oak Investment Partners | $185,824,224 | 93 | $1,998,110 | June 30, 2026 |
| Tranquilli Financial Advisor LLC | $185,828,896 | 135 | $1,376,510 | June 30, 2026 |
| Envision Financial LLC | $185,843,286 | 46 | $4,040,071 | March 31, 2026 Previous quarter |
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