Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| TI-TRUST, INC | $186,030,939 | 132 | $1,409,325 | June 30, 2026 |
| Palliser Capital (UK) Ltd | $186,041,151 | 23 | $8,088,746 | June 30, 2026 |
| Marin Bay Wealth Advisors, LLC | $186,048,641 | 129 | $1,442,238 | June 30, 2026 |
| Brookmont Capital Management | $186,384,237 | 61 | $3,055,479 | June 30, 2026 |
| Forbes Financial Planning, Inc. | $186,418,531 | 38 | $4,905,751 | June 30, 2026 |
| Invera Wealth Advisors, LLC | $186,433,052 | 132 | $1,412,372 | June 30, 2026 |
| Financial Planning Hawaii, Inc. | $186,437,325 | 134 | $1,391,323 | June 30, 2026 |
| GENTRY PRIVATE WEALTH, LLC | $186,493,625 | 108 | $1,726,793 | June 30, 2026 |
| Bay Capital Advisors, LLC | $186,548,003 | 108 | $1,727,296 | June 30, 2026 |
| SummerHaven Investment Management, LLC | $186,574,045 | 192 | $971,740 | June 30, 2026 |
| Erickson Financial Group, LLC | $186,591,676 | 25 | $7,463,667 | June 30, 2026 |
| Oakum Bay Capital LLC | $186,600,434 | 88 | $2,120,459 | March 31, 2026 Previous quarter |
| Fee-Only Financial Planning, L.C. | $186,600,703 | 45 | $4,146,682 | June 30, 2026 |
| Solas Capital Management, LLC | $186,606,047 | 21 | $8,886,002 | June 30, 2026 |
| Sachetta, LLC | $186,622,329 | 1,025 | $182,071 | June 30, 2026 |
| Robinson Value Management, Ltd. | $186,697,338 | 75 | $2,489,298 | June 30, 2026 |
| OPINICUS CAPITAL, INC. | $186,818,357 | 105 | $1,779,222 | June 30, 2026 |
| Ponta Wealth Partners, LLC | $186,906,578 | 199 | $939,229 | June 30, 2026 |
| LTS Liquid Investments LLC | $186,944,361 | 8 | $23,368,045 | June 30, 2026 |
| Hudson Canyon Capital Management | $186,968,519 | 50 | $3,739,370 | June 30, 2026 |
| WARBURG PINCUS LLC | $186,992,700 | 1 | $186,992,700 | June 30, 2026 |
| Obsido Oy | $187,007,384 | 20 | $9,350,369 | June 30, 2026 |
| Quantitative Strategies, Inc. | $187,025,334 | 23 | $8,131,536 | Dec. 31, 2024 Stale |
| Wall Street Financial Group, Inc. | $187,065,181 | 120 | $1,558,877 | June 30, 2026 |
| McAlister, Sweet & Associates, Inc. | $187,111,761 | 41 | $4,563,701 | June 30, 2026 |
| JCP Investment Management, LLC | $187,122,270 | 26 | $7,197,010 | June 30, 2026 |
| Meadowbrook Advisors Group, LLC | $187,132,229 | 169 | $1,107,291 | June 30, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | $187,263,442 | 79 | $2,370,423 | June 30, 2026 |
| C V STARR & CO INC | $187,294,593 | 5 | $37,458,919 | June 30, 2026 |
| Farrow Financial, Inc. | $187,320,043 | 55 | $3,405,819 | June 30, 2026 |
| CONGRUENCE CAPITAL, LLC | $187,341,781 | 28 | $6,690,778 | June 30, 2026 |
| INNEALTA CAPITAL, LLC | $187,390,709 | 91 | $2,059,239 | June 30, 2026 |
| AI-Squared Management Ltd | $187,484,886 | 19 | $9,867,626 | June 30, 2026 |
| Thoma Capital Management LLC | $187,523,863 | 53 | $3,538,186 | June 30, 2026 |
| St. Louis Financial Planners Asset Management, LLC | $187,544,654 | 30 | $6,251,488 | June 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | $187,552,386 | 427 | $439,233 | June 30, 2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $187,669,035 | 62 | $3,026,920 | June 30, 2026 |
| Dynamic Wealth Strategies, LLC | $187,754,065 | 291 | $645,203 | June 30, 2026 |
| Kingstone Capital Partners Texas, LLC | $187,775,118 | 60 | $3,129,585 | June 30, 2026 |
| Trivant Custom Portfolio Group, LLC | $187,783,486 | 82 | $2,290,043 | June 30, 2026 |
| PSP Research LLC | $187,882,190 | 75 | $2,505,096 | June 30, 2026 |
| Old Peak Finance LLC | $187,893,797 | 102 | $1,842,096 | June 30, 2026 |
| Inman Jager Wealth Management, LLC | $187,913,730 | 90 | $2,087,930 | June 30, 2026 |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | $188,044,556 | 39 | $4,821,655 | June 30, 2026 |
| Astra Wealth Partners LLC | $188,056,638 | 104 | $1,808,237 | June 30, 2026 |
| Traction Financial Partners, LLC | $188,274,363 | 61 | $3,086,465 | June 30, 2026 |
| Clarity Asset Management, Inc. | $188,300,286 | 66 | $2,853,035 | June 30, 2026 |
| Isabella Capital Management LLP | $188,341,143 | 8 | $23,542,643 | June 30, 2026 |
| Ledgewood Wealth Advisors, LLC | $188,358,833 | 77 | $2,446,219 | June 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $188,385,043 | 513 | $367,222 | June 30, 2026 |
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