Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| FCG Investment Co | $289,180,060 | 118 | $2,450,678 | June 30, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $289,206,494 | 177 | $1,633,935 | June 30, 2026 |
| BOURNE LENT ASSET MANAGEMENT INC | $289,370,331 | 65 | $4,451,851 | June 30, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | $289,675,166 | 127 | $2,280,907 | June 30, 2026 |
| RESOLUTE CAPITAL, LLC | $289,802,684 | 72 | $4,025,037 | June 30, 2026 |
| SGL Investment Advisors, Inc. | $289,890,010 | 131 | $2,212,901 | June 30, 2026 |
| Foresite Capital Management IV, LLC | $290,151,348 | 6 | $48,358,558 | June 30, 2026 |
| NerdWallet Wealth Partners, LLC | $290,193,734 | 69 | $4,205,706 | June 30, 2026 |
| Bayberry Capital Partners LP | $290,198,923 | 27 | $10,748,108 | June 30, 2026 |
| Nokomis Capital, L.L.C. | $290,297,156 | 55 | $5,278,130 | June 30, 2026 |
| Visualize Group LP | $290,511,818 | 11 | $26,410,165 | June 30, 2026 |
| LifePlan Investment Advisors, Inc. | $290,516,302 | 131 | $2,217,682 | June 30, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | $290,536,634 | 16 | $18,158,540 | June 30, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | $290,603,718 | 187 | $1,554,031 | March 31, 2026 Previous quarter |
| Shared Vision Wealth Group LLC | $290,874,134 | 114 | $2,551,527 | June 30, 2026 |
| POWER WEALTH MANAGEMENT LLC | $290,938,026 | 118 | $2,465,576 | June 30, 2026 |
| Tranquility Partners, LLC | $290,958,849 | 232 | $1,254,133 | June 30, 2026 |
| HS Management Partners, LLC | $291,079,609 | 24 | $12,128,317 | June 30, 2026 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | $291,123,057 | 16 | $18,195,191 | June 30, 2026 |
| Lokken Investment Group LLC | $291,202,508 | 148 | $1,967,585 | Sept. 30, 2025 Stale |
| Trellis Wealth Advisors LLC | $291,314,908 | 49 | $5,945,202 | June 30, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | $291,553,772 | 149 | $1,956,737 | June 30, 2026 |
| Persistent Asset Partners Ltd | $291,660,649 | 804 | $362,762 | June 30, 2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | $291,720,273 | 32 | $9,116,259 | June 30, 2026 |
| TFG Advisers LLC | $291,906,072 | 208 | $1,403,395 | June 30, 2025 Stale |
| Wade Financial Advisory, Inc | $291,921,041 | 76 | $3,841,066 | March 31, 2025 Stale |
| Solstein Capital, LLC | $292,051,522 | 434 | $672,930 | June 30, 2026 |
| ADVISORTRUST PARTNERS, LLC | $292,346,540 | 199 | $1,469,078 | June 30, 2026 |
| Shore Point Advisors, LLC | $292,352,874 | 77 | $3,796,791 | June 30, 2026 |
| Heathbridge Capital Management Ltd. | $292,387,647 | 28 | $10,442,416 | June 30, 2026 |
| PINEBRIDGE INVESTMENTS ASIA LTD | $292,391,274 | 7 | $41,770,182 | June 30, 2026 |
| SALZHAUER MICHAEL | $292,435,657 | 89 | $3,285,794 | June 30, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | $292,480,761 | 78 | $3,749,753 | June 30, 2026 |
| Archer Investment Management, LLC | $292,664,741 | 110 | $2,660,589 | June 30, 2026 |
| Muzinich & Co., Inc. | $292,725,321 | 38 | $7,703,298 | June 30, 2026 |
| Abbot Financial Management, Inc. | $292,802,325 | 141 | $2,076,612 | June 30, 2026 |
| FAMILY WEALTH PARTNERS, LLC | $292,859,029 | 105 | $2,789,134 | March 31, 2026 Previous quarter |
| JDM Financial Group LLC | $292,902,852 | 332 | $882,238 | June 30, 2026 |
| Pacifica Capital Investments, LLC | $292,909,294 | 15 | $19,527,286 | June 30, 2026 |
| Bay Rivers Group | $293,007,777 | 126 | $2,325,459 | June 30, 2026 |
| Stonehearth Capital Management, LLC | $293,073,707 | 94 | $3,117,805 | June 30, 2026 |
| LHM, INC. | $293,107,427 | 24 | $12,212,809 | June 30, 2026 |
| Zullo Investment Group, Inc. | $293,110,125 | 157 | $1,866,943 | June 30, 2026 |
| Prudent Man Investment Management, Inc. | $293,116,151 | 169 | $1,734,415 | June 30, 2026 |
| FIDELIS iM, LLC | $293,197,368 | 27 | $10,859,162 | June 30, 2026 |
| Wealth Advisors Northwest LLC | $293,224,012 | 65 | $4,511,139 | June 30, 2026 |
| DC Investments Management, LLC | $293,257,463 | 55 | $5,331,954 | June 30, 2026 |
| Meridian Financial Partners LLC | $293,311,472 | 119 | $2,464,802 | June 30, 2026 |
| AVISO WEALTH MANAGEMENT | $293,563,910 | 144 | $2,038,638 | June 30, 2026 |
| Decker Retirement Planning Inc. | $293,664,242 | 441 | $665,905 | June 30, 2026 |
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