Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Anthracite Investment Company, Inc. | $198,419,075 | 64 | $3,100,298 | June 30, 2025 Stale |
| Hilton Head Capital Partners, LLC | $198,492,332 | 912 | $217,645 | June 30, 2026 |
| Milestone Asset Management Group, LLC | $198,557,823 | 133 | $1,492,916 | June 30, 2026 |
| University of Massachusetts Foundation, Inc. | $198,599,194 | 4 | $49,649,799 | June 30, 2025 Stale |
| Park Avenue Institutional Advisers LLC | $198,701,875 | 2 | $99,350,938 | June 30, 2026 |
| VIAWEALTH, LLC | $198,797,141 | 167 | $1,190,402 | June 30, 2026 |
| BONNESS ENTERPRISES INC | $198,861,755 | 37 | $5,374,642 | June 30, 2026 |
| McBroom & Associates, LLC | $198,885,157 | 37 | $5,375,275 | June 30, 2026 |
| DBA TRADING, LLC | $198,935,398 | 39 | $5,100,908 | June 30, 2026 |
| Patrick Mauro Investment Advisor, INC. | $198,959,996 | 38 | $5,235,789 | June 30, 2026 |
| Riverbend Wealth Management, LLC | $199,119,779 | 176 | $1,131,362 | June 30, 2026 |
| All-Stars Investment Ltd | $199,227,931 | 11 | $18,111,630 | June 30, 2026 |
| Strategic Planning, Inc. | $199,290,205 | 54 | $3,690,559 | March 31, 2026 Previous quarter |
| SEG Family Corp. | $199,294,237 | 1 | $199,294,237 | June 30, 2026 |
| Cetera Trust Company, N.A | $199,297,300 | 345 | $577,673 | June 30, 2026 |
| Independence Wealth Advisors, LLC | $199,322,798 | 85 | $2,344,974 | June 30, 2026 |
| SHAYNE & JACOBS, LLC | $199,420,626 | 101 | $1,974,462 | June 30, 2026 |
| SHARPEPOINT LLC | $199,619,811 | 89 | $2,242,919 | June 30, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $199,636,591 | 76 | $2,626,797 | June 30, 2026 |
| Battery Global Advisors, LLC | $199,802,918 | 157 | $1,272,630 | June 30, 2026 |
| RiverPark Advisors, LLC | $199,828,271 | 141 | $1,417,222 | June 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $199,832,906 | 758 | $263,632 | June 30, 2026 |
| Guardian Wealth Advisors, LLC | $199,834,451 | 66 | $3,027,795 | June 30, 2026 |
| Disciplined Investors, L.L.C. | $199,941,012 | 145 | $1,378,904 | June 30, 2026 |
| Brindle & Bay Financial Advisors, LLC | $199,949,044 | 86 | $2,324,989 | June 30, 2026 |
| McDonough Capital Management, Inc | $200,083,037 | 52 | $3,847,751 | June 30, 2026 |
| SCHOLTZ & COMPANY, LLC | $200,256,458 | 48 | $4,172,010 | June 30, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | $200,258,223 | 79 | $2,534,914 | June 30, 2026 |
| Marathon Mission, Inc. | $200,346,059 | 57 | $3,514,843 | June 30, 2026 |
| Capasso Planning Partners LLC | $200,511,369 | 86 | $2,331,528 | June 30, 2026 |
| Alpine Fox Capital LLC | $200,587,703 | 20 | $10,029,385 | June 30, 2026 |
| J. H. Whitney Equity Partners VI, LLC | $200,592,879 | 1 | $200,592,879 | June 30, 2026 |
| Counterweight Ventures, LLC | $200,603,689 | 81 | $2,476,589 | June 30, 2026 |
| Greater Midwest Financial Group, LLC | $200,605,177 | 65 | $3,086,233 | June 30, 2026 |
| Latigo Investments, LLC | $200,746,810 | 14 | $14,339,058 | March 31, 2026 Previous quarter |
| Wealth Forward, LLC | $200,794,801 | 49 | $4,097,853 | June 30, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $200,817,938 | 57 | $3,523,122 | June 30, 2026 |
| Torren Management, LLC | $200,836,739 | 983 | $204,310 | March 31, 2026 Previous quarter |
| Marest Capital, LLC | $200,866,817 | 30 | $6,695,561 | June 30, 2026 |
| Vitruvian Partners LLP | $200,960,866 | 8 | $25,120,108 | June 30, 2026 |
| DUTCH ASSET Corp | $200,991,188 | 115 | $1,747,749 | June 30, 2026 |
| Element Squared LLC | $200,999,567 | 49 | $4,102,032 | June 30, 2026 |
| Ausbil Investment Management Ltd | $201,000,898 | 63 | $3,190,490 | March 31, 2026 Previous quarter |
| Two West Capital Advisors LLC | $201,156,030 | 101 | $1,991,644 | June 30, 2026 |
| Beacon Financial Strategies CORP | $201,161,279 | 209 | $962,494 | June 30, 2026 |
| Williamson Legacy Group, LLC | $201,415,411 | 75 | $2,685,539 | June 30, 2026 |
| Nierenberg Investment Management Company, LLC | $201,445,405 | 35 | $5,755,583 | June 30, 2026 |
| SANDLER CAPITAL MANAGEMENT | $201,451,169 | 126 | $1,598,819 | June 30, 2026 |
| SCRATCH CAPITAL LLC | $201,489,792 | 44 | $4,579,313 | June 30, 2026 |
| Align Financial, LLC | $201,510,384 | 360 | $559,751 | June 30, 2026 |
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