Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Axis Wealth Partners, LLC | $207,397,281 | 183 | $1,133,318 | June 30, 2026 |
| Seven Bridges Advisors LLC | $207,423,533 | 16 | $12,963,971 | June 30, 2026 |
| BCK Partners, Inc. | $207,442,393 | 28 | $7,408,657 | June 30, 2026 |
| StepStone Group LP | $207,474,004 | 18 | $11,526,334 | March 31, 2026 Previous quarter |
| Babb Wealth Advisors LLC | $207,487,262 | 19 | $10,920,382 | June 30, 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | $207,610,848 | 70 | $2,965,869 | June 30, 2026 |
| William B. Walkup & Associates, Inc. | $207,704,637 | 258 | $805,057 | June 30, 2026 |
| Sheridan Capital Management, LLC | $207,809,031 | 31 | $6,703,517 | June 30, 2026 |
| Intelligent Financial Strategies | $207,836,862 | 60 | $3,463,948 | June 30, 2026 |
| Arena Capital Advisors, LLC- CA | $207,877,031 | 21 | $9,898,906 | June 30, 2026 |
| AFT, FORSYTH & COMPANY, INC. | $207,889,420 | 108 | $1,924,902 | June 30, 2026 |
| Andrews Advisory Associates, LLC | $208,081,693 | 86 | $2,419,555 | June 30, 2026 |
| Meridian Financial Advisors, LLC | $208,134,577 | 146 | $1,425,579 | June 30, 2026 |
| Moser Wealth Advisors, LLC | $208,284,488 | 200 | $1,041,422 | June 30, 2025 Stale |
| VALLEY WEALTH MANAGERS, INC. | $208,284,965 | 344 | $605,480 | June 30, 2026 |
| Monument Group Wealth Advisors, LLC | $208,327,745 | 44 | $4,734,721 | June 30, 2026 |
| PROMETHIUM ADVISORS,LLC | $208,346,310 | 122 | $1,707,757 | June 30, 2026 |
| Capelight Capital Asset Management LP | $208,421,034 | 38 | $5,484,764 | June 30, 2026 |
| OPTIMA CAPITAL LLC | $208,488,701 | 165 | $1,263,568 | June 30, 2026 |
| Financial Architects, LLC | $208,536,449 | 24 | $8,689,019 | June 30, 2026 |
| First Interstate Bank | $208,588,400 | 196 | $1,064,227 | June 30, 2026 |
| Copperleaf Capital, LLC | $208,600,206 | 114 | $1,829,826 | Sept. 30, 2025 Stale |
| PACIFIC FINANCIAL GROUP INC | $208,627,298 | 85 | $2,454,439 | June 30, 2026 |
| IFS Advisors, LLC | $208,802,438 | 220 | $949,102 | June 30, 2026 |
| HOGE FINANCIAL SERVICES, LLC | $208,889,904 | 83 | $2,516,746 | June 30, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | $209,061,805 | 141 | $1,482,708 | June 30, 2026 |
| Humankind Investments LLC | $209,117,363 | 22 | $9,505,335 | June 30, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | $209,120,413 | 61 | $3,428,203 | June 30, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | $209,195,544 | 20 | $10,459,777 | June 30, 2026 |
| Trust Investment Advisors | $209,315,736 | 97 | $2,157,894 | June 30, 2026 |
| Integrity Financial Corp /WA | $209,317,913 | 292 | $716,842 | June 30, 2026 |
| Shearwater Capital LLC | $209,435,924 | 65 | $3,222,091 | June 30, 2026 |
| apricus wealth, LLC | $209,500,807 | 129 | $1,624,037 | June 30, 2026 |
| Arcadia Wealth Management, Inc. | $209,558,254 | 58 | $3,613,073 | June 30, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | $209,559,713 | 49 | $4,276,729 | June 30, 2026 |
| Baron Financial Group, LLC | $209,565,830 | 56 | $3,742,247 | June 30, 2026 |
| Values First Advisors, Inc. | $209,650,951 | 187 | $1,121,128 | June 30, 2026 |
| Index Venture Growth Associates V Ltd | $209,660,432 | 3 | $69,886,811 | June 30, 2026 |
| Guardian Asset Advisors, LLC | $209,952,750 | 124 | $1,693,167 | June 30, 2026 |
| Beckerman Institutional, LLC | $210,165,069 | 124 | $1,694,880 | June 30, 2026 |
| Three Cord True Wealth Management, LLC | $210,187,347 | 43 | $4,888,078 | June 30, 2026 |
| PLUSTICK MANAGEMENT LLC | $210,268,250 | 25 | $8,410,730 | June 30, 2026 |
| Aristotle Pacific Capital, LLC | $210,298,220 | 5 | $42,059,644 | June 30, 2026 |
| Stegner Investment Associates Inc. | $210,327,257 | 31 | $6,784,750 | June 30, 2026 |
| Lodestone Wealth Management LLC | $210,539,101 | 780 | $269,922 | June 30, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | $210,700,160 | 47 | $4,482,982 | June 30, 2026 |
| ASSET PLANNING CORPORATION | $210,831,737 | 48 | $4,392,328 | Sept. 30, 2025 Stale |
| Lunate Holding RSC Ltd | $210,946,304 | 4 | $52,736,576 | Dec. 31, 2024 Stale |
| Kure Advisory, LLC | $210,964,933 | 62 | $3,402,660 | June 30, 2026 |
| McCarthy Asset Management, Inc. | $210,983,638 | 29 | $7,275,298 | June 30, 2026 |
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