Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| EAGLE WEALTH STRATEGIES LLC | $261,727,183 | 118 | $2,218,027 | June 30, 2026 |
| MOKAN Wealth Management Inc. | $261,744,170 | 95 | $2,755,202 | June 30, 2026 |
| Fortitude Advisory Group L.L.C. | $261,754,572 | 238 | $1,099,809 | June 30, 2026 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | $262,186,255 | 23 | $11,399,402 | Dec. 31, 2025 Stale |
| BluePointe Capital Management, LLC | $262,485,583 | 128 | $2,050,669 | March 31, 2025 Stale |
| Massachusetts Wealth Management | $262,498,726 | 98 | $2,678,558 | June 30, 2026 |
| Melone Private Wealth, LLC | $262,551,743 | 58 | $4,526,754 | June 30, 2026 |
| Financial Futures Ltd Liability Co. | $262,613,397 | 80 | $3,282,667 | June 30, 2026 |
| Purkiss Capital Advisors LLC | $262,660,487 | 189 | $1,389,738 | June 30, 2026 |
| Haven Private, LLC | $263,021,262 | 171 | $1,538,136 | June 30, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | $263,024,220 | 47 | $5,596,260 | June 30, 2026 |
| Investmark Advisory Group LLC | $263,335,376 | 148 | $1,779,293 | June 30, 2026 |
| Signature Wealth Management Group | $263,370,400 | 128 | $2,057,581 | March 31, 2026 Previous quarter |
| VARCOV Co. | $263,383,063 | 352 | $748,247 | June 30, 2026 |
| GatePass Capital, LLC | $263,494,792 | 189 | $1,394,152 | June 30, 2026 |
| Gray Wealth Management Inc. | $263,581,019 | 132 | $1,996,826 | Dec. 31, 2024 Stale |
| Greenfield Savings Bank | $263,654,937 | 148 | $1,781,452 | June 30, 2026 |
| Wela Strategies, LLC | $263,714,099 | 55 | $4,794,802 | Sept. 30, 2025 Stale |
| GGM Financial LLC | $263,715,097 | 265 | $995,151 | June 30, 2026 |
| Navis Wealth Advisors, LLC | $263,735,106 | 175 | $1,507,058 | June 30, 2026 |
| Physician Wealth Solutions Inc. | $263,753,310 | 45 | $5,861,185 | June 30, 2026 |
| BlueChip Wealth Advisors LLC | $263,784,645 | 172 | $1,533,632 | June 30, 2026 |
| Alpha Zero LLC | $263,798,995 | 107 | $2,465,411 | June 30, 2026 |
| Aragon Global Management, LP | $263,859,931 | 23 | $11,472,171 | June 30, 2026 |
| Wasserstein Management, L.P. | $264,020,463 | 8 | $33,002,558 | June 30, 2026 |
| Brown Financial Advisors | $264,038,227 | 209 | $1,263,341 | March 31, 2026 Previous quarter |
| Corecam Pte. Ltd. | $264,091,167 | 82 | $3,220,624 | June 30, 2026 |
| Boyd Wealth Management, LLC | $264,182,981 | 47 | $5,620,914 | June 30, 2026 |
| KEYVANTAGE WEALTH, LLC | $264,337,161 | 96 | $2,753,512 | June 30, 2026 |
| Verity Asset Management, Inc. | $264,353,233 | 223 | $1,185,441 | June 30, 2026 |
| St. Johns Investment Management Company, LLC | $264,420,185 | 201 | $1,315,523 | June 30, 2026 |
| Keystone Global Partners, LLC | $264,547,077 | 57 | $4,641,177 | June 30, 2026 |
| WASHINGTON UNIVERSITY | $264,794,776 | 3 | $88,264,925 | June 30, 2026 |
| RAELIPSKIE PARTNERSHIP | $264,839,609 | 124 | $2,135,803 | June 30, 2026 |
| GHE, LLC | $264,924,707 | 57 | $4,647,802 | June 30, 2026 |
| MYECFO, LLC | $264,963,140 | 73 | $3,629,632 | June 30, 2026 |
| Mount Capital Ltd | $264,977,437 | 17 | $15,586,908 | June 30, 2026 |
| Pachira Investments Inc. | $265,017,382 | 78 | $3,397,659 | June 30, 2026 |
| Hippocratic Financial Advisors, LLC | $265,050,686 | 39 | $6,796,171 | June 30, 2026 |
| Strategic Financial Partners, Ltd. | $265,118,473 | 88 | $3,012,710 | June 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | $265,239,019 | 929 | $285,510 | June 30, 2026 |
| Ballentine Capital Advisors, Inc | $265,382,142 | 26 | $10,207,005 | June 30, 2026 |
| IMPACTfolio, LLC | $265,515,710 | 37 | $7,176,100 | June 30, 2026 |
| Vawter Financial, Ltd. | $265,542,345 | 131 | $2,027,041 | June 30, 2026 |
| Yiheng Capital Management, L.P. | $265,646,166 | 28 | $9,487,363 | June 30, 2026 |
| RETIREMENT GUYS FORMULA LLC | $265,685,231 | 158 | $1,681,552 | June 30, 2026 |
| Aerodigm Wealth, LLC | $265,719,509 | 86 | $3,089,762 | March 31, 2026 Previous quarter |
| Forager Capital Management, LLC | $265,943,256 | 10 | $26,594,326 | June 30, 2026 |
| MISHPACHA HOLDINGS CORP | $266,269,678 | 5 | $53,253,936 | June 30, 2026 |
| SSA SWISS ADVISORS AG | $266,487,648 | 107 | $2,490,539 | June 30, 2026 |
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