Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Cosner Financial Group, LLC | $194,720,871 | 37 | $5,262,726 | June 30, 2026 |
| Constitution Capital LLC | $194,797,661 | 62 | $3,141,898 | June 30, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | $194,880,498 | 134 | $1,454,332 | June 30, 2026 |
| Finivi Inc. | $194,939,997 | 111 | $1,756,216 | June 30, 2026 |
| Delos Wealth Advisors, LLC | $195,029,149 | 304 | $641,543 | June 30, 2026 |
| Touchstone Capital, Inc. | $195,046,497 | 49 | $3,980,541 | Sept. 30, 2025 Stale |
| SFM, LLC | $195,067,226 | 69 | $2,827,061 | June 30, 2026 |
| WestCap Management, LLC | $195,081,871 | 2 | $97,540,936 | June 30, 2026 |
| Momentous Wealth Management, Inc. | $195,130,223 | 48 | $4,065,213 | June 30, 2026 |
| Revere Asset Management, Inc | $195,220,940 | 27 | $7,230,405 | March 31, 2026 Previous quarter |
| BANTAMAC CAPITAL, LLC | $195,283,967 | 76 | $2,569,526 | June 30, 2026 |
| Octahedron Capital Management L.P. | $195,347,070 | 15 | $13,023,138 | June 30, 2026 |
| Kades & Cheifetz LLC | $195,377,201 | 108 | $1,809,048 | Dec. 31, 2024 Stale |
| Carroll Advisory Group, LLC | $195,386,268 | 74 | $2,640,355 | June 30, 2026 |
| McHugh Group, LLC | $195,657,321 | 86 | $2,275,085 | June 30, 2026 |
| BERNZOTT CAPITAL ADVISORS | $195,878,633 | 33 | $5,935,716 | June 30, 2025 Stale |
| Echo Wealth Management, LLC | $195,934,109 | 47 | $4,168,811 | June 30, 2026 |
| Lunate Capital Ltd | $196,005,350 | 10 | $19,600,535 | June 30, 2026 |
| NRI Wealth Management LC | $196,063,332 | 31 | $6,324,624 | Dec. 31, 2025 Stale |
| Crystal Rock Capital Management | $196,185,880 | 34 | $5,770,173 | June 30, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $196,210,433 | 34 | $5,770,895 | June 30, 2026 |
| Viewpoint Capital Management LLC | $196,311,294 | 120 | $1,635,927 | June 30, 2026 |
| Global Wealth Management, LLC | $196,377,017 | 47 | $4,178,234 | June 30, 2026 |
| Rubicon Founders LLC | $196,449,698 | 3 | $65,483,233 | June 30, 2026 |
| Cahill Wealth Management, LLC | $196,474,806 | 49 | $4,009,690 | March 31, 2025 Stale |
| Rings Capital Management LLC | $196,532,480 | 7 | $28,076,069 | June 30, 2026 |
| Radcliff Management LLC | $196,630,950 | 1 | $196,630,950 | June 30, 2026 |
| HG Vora Capital Management, LLC | $196,814,627 | 5 | $39,362,925 | June 30, 2026 |
| United Financial Planning Group LLC | $196,938,382 | 465 | $423,523 | June 30, 2026 |
| Optivise Advisory Services LLC | $196,992,774 | 228 | $864,003 | June 30, 2026 |
| AFFINITY INVESTMENT ADVISORS, LLC | $197,176,730 | 140 | $1,408,405 | June 30, 2026 |
| Gildi - lifeyrissjodur | $197,186,413 | 2 | $98,593,207 | March 31, 2026 Previous quarter |
| JACKSON HILL ADVISORS, LLC | $197,351,450 | 13 | $15,180,881 | June 30, 2026 |
| LRZ CAPITAL LLC | $197,379,237 | 18 | $10,965,513 | June 30, 2026 |
| Point Nemo Capital, LLC | $197,427,528 | 188 | $1,050,146 | June 30, 2026 |
| Prospect Financial Services LLC | $197,430,919 | 115 | $1,716,791 | June 30, 2026 |
| INSTRUMENTAL WEALTH, LLC | $197,513,441 | 89 | $2,219,252 | June 30, 2026 |
| Vermillion & White Wealth Management Group, LLC | $197,702,992 | 69 | $2,865,261 | June 30, 2026 |
| Draper Asset Management, LLC | $197,708,770 | 16 | $12,356,798 | June 30, 2026 |
| Alamar Capital Management, LLC | $197,726,339 | 88 | $2,246,890 | June 30, 2026 |
| Cornerstone Wealth, LLC/TN | $197,730,074 | 102 | $1,938,530 | June 30, 2026 |
| Steadtrust LLC | $197,733,303 | 132 | $1,497,980 | June 30, 2026 |
| Frazier Financial Advisors, LLC | $197,841,151 | 619 | $319,614 | June 30, 2026 |
| Kent Lake PR LLC | $197,982,414 | 42 | $4,713,867 | Sept. 30, 2025 Stale |
| Piedmont Capital Management, LLC | $198,021,249 | 58 | $3,414,159 | June 30, 2026 |
| FIDELITY D & D BANCORP INC | $198,025,059 | 116 | $1,707,113 | June 30, 2026 |
| OneAscent Family Office, LLC | $198,120,873 | 250 | $792,483 | June 30, 2026 |
| Oceanside Advisors LLC | $198,135,751 | 57 | $3,476,066 | June 30, 2026 |
| Mill Road Capital Management LLC | $198,296,078 | 22 | $9,013,458 | June 30, 2026 |
| ARRIEN INVESTMENTS, INC. | $198,306,818 | 44 | $4,506,973 | June 30, 2026 |
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