Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Rockingstone Advisors LLC | $249,076,929 | 115 | $2,165,886 | June 30, 2026 |
| Mirabaud & Cie SA | $249,189,271 | 53 | $4,701,684 | June 30, 2026 |
| Fox Hill Wealth Management | $249,403,247 | 120 | $2,078,360 | June 30, 2026 |
| BROGAN FINANCIAL, INC. | $249,524,888 | 64 | $3,898,826 | June 30, 2026 |
| Level Wealth Management LLC | $249,670,122 | 70 | $3,566,716 | June 30, 2026 |
| Jupiter Wealth Management LLC | $249,979,793 | 93 | $2,687,955 | June 30, 2026 |
| Quadratic Capital Management LLC | $250,141,292 | 2 | $125,070,646 | June 30, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | $250,299,964 | 151 | $1,657,616 | June 30, 2026 |
| Pflug Koory, LLC | $250,348,893 | 426 | $587,673 | June 30, 2026 |
| Sherborne Investors Management LP | $250,619,474 | 1 | $250,619,474 | June 30, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | $250,634,832 | 74 | $3,386,957 | June 30, 2026 |
| Ballast Asset Management, LP | $250,741,344 | 53 | $4,730,969 | June 30, 2026 |
| Latitude Advisors, LLC | $250,758,068 | 239 | $1,049,197 | June 30, 2026 |
| ABOUND FINANCIAL, LLC | $250,837,764 | 297 | $844,572 | June 30, 2026 |
| Saraza Management, LP | $250,851,673 | 19 | $13,202,720 | June 30, 2026 |
| Compass Wealth Management, LLC/GA | $250,865,808 | 74 | $3,390,078 | June 30, 2026 |
| Aufman Associates Inc | $250,883,835 | 67 | $3,744,535 | June 30, 2026 |
| Client First Capital LLC | $251,125,241 | 28 | $8,968,759 | June 30, 2026 |
| MOR Wealth Management, LLC | $251,170,077 | 122 | $2,058,771 | June 30, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | $251,187,354 | 72 | $3,488,713 | June 30, 2026 |
| Tandem Wealth Advisors LLC | $251,247,866 | 48 | $5,234,331 | June 30, 2026 |
| Norris Financial Group, LLC | $251,294,036 | 82 | $3,064,561 | June 30, 2026 |
| Regency Capital Management Inc.\DE | $251,396,316 | 64 | $3,928,067 | June 30, 2026 |
| Kintayl Capital LP | $251,681,473 | 61 | $4,125,926 | June 30, 2026 |
| Christensen, King & Associates Investment Services, Inc. | $251,702,966 | 108 | $2,330,583 | June 30, 2026 |
| 5th Street Advisors, LLC | $252,037,398 | 56 | $4,500,668 | June 30, 2026 |
| Kathleen S. Wright Associates Inc. | $252,048,198 | 236 | $1,068,001 | Sept. 30, 2025 Stale |
| OPTIMUM INVESTMENT ADVISORS | $252,057,521 | 613 | $411,187 | Sept. 30, 2025 Stale |
| HUTNER CAPITAL MANAGEMENT INC | $252,139,573 | 43 | $5,863,711 | June 30, 2026 |
| Darden Wealth Group Inc | $252,330,181 | 155 | $1,627,937 | June 30, 2026 |
| Eos Management, L.P. | $252,353,471 | 35 | $7,210,099 | June 30, 2026 |
| Empire Financial Management Company, LLC | $252,510,505 | 139 | $1,816,622 | June 30, 2026 |
| Central Asset Investments & Management Holdings (HK) Ltd | $252,677,280 | 20 | $12,633,864 | June 30, 2026 |
| Brentview Investment Management LLC | $252,728,889 | 62 | $4,076,272 | June 30, 2026 |
| Cane Capital Partners, LLC | $252,863,553 | 133 | $1,901,230 | June 30, 2026 |
| Granite Harbor Advisors, Inc. | $252,907,099 | 132 | $1,915,963 | June 30, 2026 |
| SimpliFi, Inc. | $253,036,861 | 45 | $5,623,041 | June 30, 2026 |
| Hiley Hunt Wealth Management | $253,061,732 | 49 | $5,164,525 | June 30, 2026 |
| Somerset Trust Co | $253,272,643 | 186 | $1,361,681 | June 30, 2026 |
| DCM Advisors, LLC | $253,303,420 | 38 | $6,665,879 | June 30, 2026 |
| 93 Financial Group, LLC | $253,325,686 | 9 | $28,147,298 | June 30, 2026 |
| Dogwood Wealth Management LLC | $253,361,014 | 851 | $297,722 | June 30, 2026 |
| WJ Wealth Management, LLC | $253,413,472 | 80 | $3,167,668 | June 30, 2026 |
| Endowment Wealth Management, Inc. | $253,503,240 | 181 | $1,400,570 | June 30, 2026 |
| Signature Resources Capital Management, LLC | $253,638,599 | 703 | $360,795 | June 30, 2026 |
| TRV GP IV, LLC | $253,684,290 | 2 | $126,842,145 | June 30, 2026 |
| Oxinas Partners, LLC | $253,729,435 | 149 | $1,702,882 | June 30, 2026 |
| McKinney Capital Management, LLC | $253,775,929 | 87 | $2,916,965 | June 30, 2026 |
| Gainplan LLC | $253,816,047 | 61 | $4,160,919 | June 30, 2026 |
| Fairfield Financial Advisors, LTD | $253,842,784 | 66 | $3,846,103 | June 30, 2026 |
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