Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Enterprise Financial Services Corp | $219,384,710 | 184 | $1,192,308 | June 30, 2026 |
| Orion Resource Partners LP | $219,436,446 | 24 | $9,143,185 | June 30, 2026 |
| Boomfish Wealth Group, LLC | $219,531,506 | 95 | $2,310,858 | June 30, 2026 |
| Exit Wealth Advisors, LLC. | $219,618,733 | 150 | $1,464,125 | June 30, 2026 |
| Solano Wealth Investment Advisors LLC | $219,751,148 | 35 | $6,278,604 | June 30, 2026 |
| Infusive Asset Management Inc. | $219,828,187 | 30 | $7,327,606 | June 30, 2026 |
| Westfuller Advisors, LLC | $219,853,681 | 760 | $289,281 | Sept. 30, 2025 Stale |
| Lake Hills Wealth Management, LLC | $220,035,389 | 62 | $3,548,958 | June 30, 2026 |
| One Wealth Map LLC | $220,082,182 | 106 | $2,076,247 | June 30, 2026 |
| Yardley Wealth Management LLC | $220,120,165 | 37 | $5,949,194 | June 30, 2026 |
| DEEPWATER ASSET MANAGEMENT, LLC | $220,205,754 | 35 | $6,291,593 | June 30, 2026 |
| EJMK Ventures LLC | $220,308,624 | 162 | $1,359,930 | June 30, 2026 |
| Elios Financial Group Inc. | $220,469,340 | 120 | $1,837,245 | June 30, 2025 Stale |
| GoalFusion Wealth Management, LLC | $220,482,692 | 30 | $7,349,423 | March 31, 2026 Previous quarter |
| Ameraudi Asset Management, Inc. | $220,775,483 | 45 | $4,906,122 | June 30, 2026 |
| Ryan Investment Management, Inc. | $220,913,433 | 30 | $7,363,781 | June 30, 2026 |
| Mendel Capital Management LLC | $221,042,686 | 99 | $2,232,754 | June 30, 2026 |
| Estate Planners Group, LLC | $221,091,583 | 70 | $3,158,451 | June 30, 2026 |
| WIMMER ASSOCIATES 1, LLC | $221,216,824 | 113 | $1,957,671 | June 30, 2026 |
| MWA Asset Management | $221,265,882 | 129 | $1,715,239 | June 30, 2026 |
| Sunesis Advisors, LLC | $221,269,171 | 59 | $3,750,325 | March 31, 2026 Previous quarter |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $221,347,162 | 102 | $2,170,070 | June 30, 2026 |
| Monolith Management Ltd | $221,369,377 | 19 | $11,651,020 | June 30, 2026 |
| Ampersand Capital Group, L.P. | $221,684,377 | 7 | $31,669,197 | June 30, 2026 |
| Johnson Wealth Management, LLC | $221,685,815 | 58 | $3,822,169 | June 30, 2026 |
| Hyperion Capital Advisors LP | $221,748,674 | 67 | $3,309,682 | June 30, 2026 |
| Sylvest Advisors, LLC | $221,831,643 | 78 | $2,843,995 | June 30, 2026 |
| 17 CAPITAL PARTNERS, LLC | $221,927,151 | 176 | $1,260,950 | June 30, 2026 |
| PTM WEALTH MANAGEMENT, LLC | $222,090,331 | 62 | $3,582,102 | June 30, 2026 |
| Coign Capital Advisors LLC | $222,182,626 | 88 | $2,524,803 | June 30, 2026 |
| BankPlus Wealth Management LLC | $222,215,345 | 126 | $1,763,614 | June 30, 2026 |
| Whalen Wealth Management Inc. | $222,231,524 | 195 | $1,139,649 | June 30, 2026 |
| Mirabaud Asset Management (France) SAS | $222,304,970 | 28 | $7,939,463 | June 30, 2026 |
| Ategra Capital Management, LLC | $222,318,991 | 24 | $9,263,291 | June 30, 2026 |
| IronBridge Private Wealth, LLC | $222,372,775 | 47 | $4,731,336 | June 30, 2026 |
| Catherine Avery Investment Management LLC | $222,385,537 | 166 | $1,339,672 | June 30, 2026 |
| Siligmueller & Norvid Wealth Advisors LLC | $222,412,396 | 156 | $1,425,720 | Sept. 30, 2025 Stale |
| SAGE PRIVATE WEALTH GROUP, LLC | $222,416,008 | 100 | $2,224,160 | June 30, 2026 |
| Tudor Financial Inc. | $222,477,852 | 152 | $1,463,670 | June 30, 2026 |
| Symphony Financial Services, Inc. | $222,615,535 | 105 | $2,120,148 | June 30, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | $222,638,827 | 38 | $5,858,917 | June 30, 2026 |
| Downshift Financial, LLC | $222,721,153 | 668 | $333,415 | June 30, 2026 |
| Socorro Asset Management LP | $222,763,906 | 33 | $6,750,421 | June 30, 2026 |
| Andar Capital Management HK Ltd | $222,791,213 | 13 | $17,137,786 | June 30, 2026 |
| Attessa Capital LLC | $222,916,446 | 51 | $4,370,911 | June 30, 2026 |
| MTC Wealth Management LLC | $222,919,978 | 14 | $15,922,856 | June 30, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | $222,921,439 | 114 | $1,955,451 | June 30, 2026 |
| Guinness Atkinson Asset Management Inc | $223,051,212 | 107 | $2,084,591 | June 30, 2026 |
| Vestment Financial LLC | $223,088,057 | 41 | $5,441,172 | June 30, 2026 |
| JS Capital Management LLC | $223,180,857 | 1 | $223,180,857 | June 30, 2026 |
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