Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Beaumont Asset Management, L.L.C. | $257,425,430 | 79 | $3,258,550 | June 30, 2026 |
| Prospect Hill Management, LLC | $257,489,064 | 14 | $18,392,076 | June 30, 2026 |
| Ergawealth Advisors, Inc. | $257,508,490 | 54 | $4,768,676 | June 30, 2026 |
| Inherent Management Corp. | $257,615,372 | 11 | $23,419,579 | June 30, 2026 |
| Robertson Opportunity Capital, LLC | $257,697,995 | 29 | $8,886,138 | June 30, 2026 |
| First Affirmative Financial Network | $257,748,066 | 325 | $793,071 | March 31, 2026 Previous quarter |
| GREAT HILL PARTNERS, L.P. | $257,751,247 | 1 | $257,751,247 | June 30, 2026 |
| Family Capital Management, Inc. | $257,992,075 | 115 | $2,243,409 | June 30, 2026 |
| Lloyd Advisory Services, LLC. | $258,030,215 | 628 | $410,876 | June 30, 2026 |
| Darrow Company, Inc. | $258,068,915 | 58 | $4,449,464 | June 30, 2026 |
| Beach Point Capital Management LP | $258,077,240 | 14 | $18,434,089 | June 30, 2026 |
| Mach-1 Financial Group, LLC | $258,095,372 | 131 | $1,970,194 | June 30, 2026 |
| Resolute Wealth Strategies, LLC | $258,125,966 | 132 | $1,955,500 | June 30, 2026 |
| Pacific Excel Wealth Advisors, Inc. | $258,424,156 | 228 | $1,133,439 | June 30, 2026 |
| Aspect Partners, LLC | $258,543,004 | 679 | $380,770 | June 30, 2026 |
| Cottage Street Advisors LLC | $258,571,440 | 149 | $1,735,379 | June 30, 2026 |
| Heritage Family Offices, LLP | $258,935,183 | 233 | $1,111,310 | June 30, 2026 |
| Private Wealth Group, LLC | $258,942,652 | 76 | $3,407,140 | June 30, 2026 |
| Elevation Capital Advisory, LLC | $259,007,056 | 63 | $4,111,223 | June 30, 2026 |
| Cherokee Insurance Co | $259,127,555 | 124 | $2,089,738 | June 30, 2026 |
| Optimist Retirement Group LLC | $259,158,347 | 118 | $2,196,257 | June 30, 2026 |
| Diesslin Group, Inc. | $259,229,564 | 59 | $4,393,721 | June 30, 2026 |
| WJ Interests, LLC | $259,360,277 | 22 | $11,789,104 | June 30, 2026 |
| MY.Alpha Management HK Advisors Ltd | $259,615,410 | 9 | $28,846,157 | June 30, 2026 |
| Palmer Knight Co | $259,732,854 | 36 | $7,214,802 | June 30, 2026 |
| Porter White Investment Advisors, Inc. | $259,741,357 | 40 | $6,493,534 | June 30, 2026 |
| Heritage Wealth Management, Inc./Texas | $259,746,197 | 44 | $5,903,323 | June 30, 2026 |
| Altus Wealth Management, LLC | $259,786,147 | 26 | $9,991,775 | June 30, 2026 |
| InvesTrust | $259,830,753 | 95 | $2,735,061 | June 30, 2026 |
| Family CFO Inc | $259,869,221 | 47 | $5,529,132 | June 30, 2026 |
| Kaye Capital Management | $260,034,952 | 41 | $6,342,316 | June 30, 2025 Stale |
| PATRON PARTNERS, LLC | $260,111,761 | 193 | $1,347,729 | June 30, 2026 |
| QUARRY HILL ADVISORS, LLC | $260,221,599 | 53 | $4,909,841 | June 30, 2026 |
| WEIK CAPITAL MANAGEMENT | $260,285,065 | 93 | $2,798,764 | June 30, 2026 |
| 4D Advisors, LLC | $260,317,245 | 37 | $7,035,601 | June 30, 2026 |
| Marnell Management LLC | $260,352,689 | 69 | $3,773,227 | June 30, 2026 |
| BIP Alliance, LLC | $260,383,101 | 49 | $5,313,941 | June 30, 2025 Stale |
| Robbins Farley | $260,437,258 | 157 | $1,658,836 | June 30, 2026 |
| Mount Lucas Management LP | $260,691,460 | 166 | $1,570,430 | June 30, 2026 |
| Bravera Wealth | $260,769,291 | 352 | $740,822 | June 30, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | $260,772,839 | 605 | $431,029 | June 30, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $260,824,647 | 184 | $1,417,525 | June 30, 2026 |
| NYL Investors LLC | $260,828,302 | 29 | $8,994,079 | June 30, 2026 |
| Fairtree Asset Management (Pty) Ltd | $260,904,369 | 96 | $2,717,754 | June 30, 2026 |
| Silverberg Bernstein Capital Management LLC | $261,088,774 | 70 | $3,729,840 | June 30, 2026 |
| ANB BANK | $261,323,374 | 127 | $2,057,664 | June 30, 2026 |
| ALKEME WEALTH, LLC | $261,423,243 | 101 | $2,588,349 | June 30, 2026 |
| Twin Lakes Capital Management, LLC | $261,534,679 | 208 | $1,257,378 | June 30, 2026 |
| Beta Wealth Group, Inc. | $261,575,401 | 114 | $2,294,521 | June 30, 2026 |
| Werlinich Asset Management, LLC | $261,674,232 | 58 | $4,511,625 | June 30, 2026 |
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