Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| PINNEY & SCOFIELD, INC. | $204,546,537 | 232 | $881,666 | June 30, 2026 |
| 11.2 Capital Management, LLC | $204,566,531 | 1 | $204,566,531 | June 30, 2026 |
| Orcam Financial Group | $204,681,328 | 105 | $1,949,346 | June 30, 2026 |
| Birch Capital Management, LLC | $204,688,309 | 79 | $2,590,991 | June 30, 2026 |
| LOWERY THOMAS, LLC | $204,713,488 | 57 | $3,591,465 | June 30, 2026 |
| THOMAS H LEE PARTNERS LP | $204,753,186 | 1 | $204,753,186 | June 30, 2025 Stale |
| Freedom Investment Management, Inc. | $204,894,954 | 106 | $1,932,971 | June 30, 2026 |
| American Airlines Group Inc. | $204,971,228 | 1 | $204,971,228 | June 30, 2026 |
| Treasure Coast Financial Planning | $205,002,472 | 48 | $4,270,885 | June 30, 2026 |
| Northwest Bancshares, Inc. | $205,027,259 | 175 | $1,171,584 | June 30, 2026 |
| WESPAC Advisors, LLC | $205,131,034 | 200 | $1,025,655 | June 30, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | $205,318,265 | 55 | $3,733,059 | June 30, 2026 |
| Redwood Wealth Management Group, LLC | $205,347,021 | 169 | $1,215,071 | March 31, 2026 Previous quarter |
| ALLEN WEALTH MANAGEMENT, LLC | $205,356,701 | 60 | $3,422,612 | June 30, 2026 |
| Bradley & Co. Private Wealth Management, LLC | $205,412,551 | 221 | $929,469 | June 30, 2026 |
| First City Capital Management, Inc. | $205,506,252 | 164 | $1,253,087 | June 30, 2026 |
| TEXAS CAPITAL BANCSHARES INC/TX | $205,591,707 | 416 | $494,211 | Sept. 30, 2025 Stale |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $205,673,192 | 80 | $2,570,915 | June 30, 2026 |
| Everstar Asset Management, LLC | $205,685,099 | 202 | $1,018,243 | June 30, 2026 |
| Lalia Capital, LLC | $205,747,125 | 15 | $13,716,475 | June 30, 2026 |
| HART & PATTERSON FINANCIAL GROUP LLC | $205,755,901 | 72 | $2,857,721 | Dec. 31, 2024 Stale |
| Flight Deck Capital, LP | $205,955,321 | 11 | $18,723,211 | June 30, 2026 |
| Creek Drive Management Group LLC | $205,987,155 | 48 | $4,291,399 | June 30, 2026 |
| SOL Capital Management CO | $206,044,394 | 52 | $3,962,392 | March 31, 2026 Previous quarter |
| COOK WEALTH MANAGEMENT GROUP LLC | $206,044,394 | 52 | $3,962,392 | March 31, 2025 Stale |
| Galaxy Digital Capital Management GP LLC | $206,074,130 | 67 | $3,075,733 | June 30, 2026 |
| TFJ Management, LLC | $206,111,306 | 12 | $17,175,942 | June 30, 2026 |
| GOLDEN ROAD ADVISORS LLC | $206,186,370 | 67 | $3,077,409 | June 30, 2026 |
| Lexington Hill Partners, LLC | $206,238,776 | 77 | $2,678,426 | June 30, 2026 |
| Cassia Capital Partners, LLC | $206,282,955 | 69 | $2,989,608 | June 30, 2026 |
| Corsicana & Co. | $206,373,285 | 309 | $667,875 | June 30, 2026 |
| Harrington Investments, INC | $206,473,605 | 82 | $2,517,971 | June 30, 2026 |
| ANDERA PARTNERS | $206,475,858 | 8 | $25,809,482 | June 30, 2026 |
| 2UniFi Bank | $206,511,324 | 519 | $397,902 | March 31, 2026 Previous quarter |
| SUTTON PLACE INVESTORS LLC | $206,519,013 | 148 | $1,395,399 | June 30, 2026 |
| Avid Wealth Partners LLC | $206,560,722 | 77 | $2,682,607 | June 30, 2026 |
| GordonMD Global Investments LP | $206,658,499 | 16 | $12,916,156 | June 30, 2026 |
| Aspen Wealth Strategies, LLC | $206,689,022 | 89 | $2,322,349 | June 30, 2026 |
| Mullaney, Keating & Wright, Inc. | $206,791,048 | 74 | $2,794,474 | June 30, 2026 |
| Hofer & Associates. Inc | $206,860,094 | 70 | $2,955,144 | June 30, 2026 |
| Semus Wealth Partners LLC | $206,905,960 | 111 | $1,864,018 | June 30, 2026 |
| Oak Wealth Advisors LLC | $206,978,267 | 68 | $3,043,798 | June 30, 2026 |
| Tenret Co LLC | $206,988,277 | 33 | $6,272,372 | March 31, 2026 Previous quarter |
| Matisse Capital | $207,046,303 | 164 | $1,262,477 | March 31, 2026 Previous quarter |
| CATALYST PRIVATE WEALTH, LLC | $207,070,499 | 82 | $2,525,250 | June 30, 2026 |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP | $207,079,222 | 13 | $15,929,171 | June 30, 2026 |
| CIBRA Capital Ltd | $207,207,070 | 25 | $8,288,283 | March 31, 2026 Previous quarter |
| RIDGECREST WEALTH PARTNERS, LLC | $207,277,849 | 111 | $1,867,368 | June 30, 2026 |
| Topel & Distasi Wealth Management, LLC | $207,280,298 | 57 | $3,636,496 | June 30, 2026 |
| RWQ Financial Management Services, Inc. | $207,337,699 | 24 | $8,639,071 | June 30, 2026 |
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