Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| OMNI 360 Wealth, Inc. | $216,438,304 | 135 | $1,603,247 | June 30, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $216,458,620 | 179 | $1,209,266 | June 30, 2026 |
| Tenzing Global Management, LLC | $216,459,700 | 19 | $11,392,616 | June 30, 2026 |
| Ballast Rock Private Wealth LLC | $216,532,435 | 192 | $1,127,773 | June 30, 2026 |
| Friedenthal Financial | $216,587,010 | 254 | $852,705 | June 30, 2026 |
| Chou Associates Management Inc. | $216,591,903 | 31 | $6,986,836 | June 30, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | $216,736,787 | 578 | $374,977 | June 30, 2026 |
| IMS Capital Management | $216,832,287 | 147 | $1,475,050 | Sept. 30, 2025 Stale |
| Jones Kertz & Associates, Inc. | $216,916,865 | 66 | $3,286,619 | June 30, 2026 |
| Essential Partners LLC | $217,026,533 | 2,853 | $76,070 | June 30, 2026 |
| LuminArx Capital Management LP | $217,027,204 | 90 | $2,411,413 | June 30, 2026 |
| OmniStar Financial Group, Inc. | $217,049,030 | 118 | $1,839,399 | June 30, 2026 |
| FSA Advisors, Inc. | $217,192,826 | 261 | $832,156 | June 30, 2026 |
| ENGLISH CAPITAL MANAGEMENT LLC | $217,233,492 | 36 | $6,034,264 | June 30, 2026 |
| CORRADO ADVISORS, LLC | $217,263,452 | 120 | $1,810,529 | June 30, 2026 |
| Galilei Investment Office LLP | $217,359,549 | 28 | $7,762,841 | June 30, 2026 |
| NEXTBio Capital Management LP | $217,397,102 | 22 | $9,881,686 | June 30, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $217,408,025 | 352 | $617,636 | June 30, 2026 |
| Pearl Planning LLC | $217,422,693 | 58 | $3,748,667 | June 30, 2026 |
| WOLFF WIESE MAGANA LLC | $217,451,979 | 1,027 | $211,735 | June 30, 2026 |
| RPD Fund Management LLC | $217,610,687 | 4 | $54,402,672 | June 30, 2026 |
| Turas Capital Management LP | $217,657,694 | 59 | $3,689,113 | June 30, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $217,663,274 | 80 | $2,720,791 | June 30, 2026 |
| XXI WEALTH, LLC | $217,679,891 | 226 | $963,185 | June 30, 2026 |
| Carson Advisory Inc. | $217,739,770 | 204 | $1,067,352 | June 30, 2026 |
| DEFINE FINANCIAL, LLC | $217,792,302 | 47 | $4,633,879 | June 30, 2026 |
| Signature Equity Partners, LLC | $217,809,015 | 1,571 | $138,644 | June 30, 2026 |
| COOPER INVESTORS PTY LTD | $217,826,956 | 39 | $5,585,307 | June 30, 2026 |
| Financial Freedom, LLC | $217,874,053 | 107 | $2,036,206 | June 30, 2026 |
| Juniper Capital Advisors, L.P. | $217,905,755 | 2 | $108,952,878 | June 30, 2026 |
| Forge First Asset Management Inc. | $217,911,620 | 38 | $5,734,516 | Sept. 30, 2025 Stale |
| RiverGlades Family Offices LLC | $217,969,090 | 108 | $2,018,232 | June 30, 2026 |
| Main Line Retirement Advisors, LLC | $218,087,367 | 49 | $4,450,763 | June 30, 2026 |
| OxenFree Capital LLC | $218,152,536 | 56 | $3,895,581 | June 30, 2026 |
| Saxony Capital Management, LLC | $218,228,248 | 186 | $1,173,270 | June 30, 2026 |
| Tiger Pacific Capital LP | $218,280,674 | 10 | $21,828,067 | June 30, 2026 |
| Lantern Wealth Advisors, LLC | $218,386,066 | 184 | $1,186,881 | June 30, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | $218,390,704 | 571 | $382,471 | June 30, 2026 |
| PERRY CREEK CAPITAL LP | $218,442,480 | 11 | $19,858,407 | June 30, 2026 |
| LifeGoal Investments, LLC | $218,476,125 | 155 | $1,409,523 | June 30, 2026 |
| 7G CAPITAL MANAGEMENT, LLC | $218,595,965 | 10 | $21,859,597 | June 30, 2026 |
| Horrell Capital Management, Inc. | $218,769,299 | 196 | $1,116,170 | June 30, 2026 |
| Sunbeam Capital Management, LLC | $218,791,934 | 124 | $1,764,451 | June 30, 2026 |
| Comprehensive Wealth Management, LLC | $218,880,544 | 43 | $5,090,245 | June 30, 2026 |
| Pacific Point Advisors, LLC | $218,954,051 | 129 | $1,697,318 | June 30, 2026 |
| Silphium Asset Management Ltd | $219,007,462 | 55 | $3,981,954 | June 30, 2026 |
| CANERECTOR INC | $219,175,751 | 9 | $24,352,861 | June 30, 2026 |
| William Marsh Rice University | $219,203,962 | 2 | $109,601,981 | June 30, 2026 |
| CORNERSTONE ENTERPRISES, LLC | $219,238,711 | 42 | $5,219,969 | June 30, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | $219,270,247 | 125 | $1,754,162 | June 30, 2026 |
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