Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Presidio Capital Management, LLC | $399,936,295 | 86 | $4,650,422 | June 30, 2026 |
| TriaGen Wealth Management LLC | $399,828,241 | 185 | $2,161,234 | June 30, 2026 |
| Elmwood Wealth Management, Inc. | $399,799,751 | 200 | $1,998,999 | June 30, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | $399,787,596 | 177 | $2,258,687 | June 30, 2026 |
| Sandy Cove Advisors, LLC | $399,771,049 | 162 | $2,467,723 | June 30, 2026 |
| Argent Advisors, Inc. | $399,664,681 | 186 | $2,148,735 | June 30, 2026 |
| SAYBROOK CAPITAL /NC | $399,512,732 | 42 | $9,512,208 | June 30, 2026 |
| Three Bridge Wealth Advisors, LLC | $399,348,320 | 87 | $4,590,211 | June 30, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | $399,287,327 | 54 | $7,394,210 | June 30, 2026 |
| Kerrisdale Advisers, LLC | $399,224,815 | 114 | $3,501,972 | June 30, 2026 |
| Valtinson Bruner Financial Planning LLC | $399,091,137 | 189 | $2,111,593 | June 30, 2026 |
| VCI Wealth Management LLC | $398,941,497 | 99 | $4,029,712 | June 30, 2026 |
| COWA, LLC | $398,640,474 | 181 | $2,202,434 | June 30, 2026 |
| WorthPointe, LLC | $398,586,109 | 124 | $3,214,404 | June 30, 2026 |
| Alfreton Capital LLP | $398,574,505 | 6 | $66,429,084 | June 30, 2026 |
| Summit Investment Advisory Services, LLC | $398,462,797 | 89 | $4,477,110 | June 30, 2026 |
| Shoker Investment Counsel, Inc. | $398,387,773 | 113 | $3,525,556 | June 30, 2026 |
| Stiles Financial Services Inc | $398,164,263 | 183 | $2,175,761 | June 30, 2026 |
| Fischer Financial Services, Inc. | $398,050,771 | 65 | $6,123,858 | June 30, 2026 |
| Elmind Capital, LP | $398,034,838 | 35 | $11,372,424 | June 30, 2026 |
| Planning Project LLC | $397,996,269 | 144 | $2,763,863 | Dec. 31, 2025 Stale |
| Washington Trust Bank | $397,663,772 | 206 | $1,930,407 | June 30, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | $397,429,064 | 55 | $7,225,983 | June 30, 2026 |
| VISTA INVESTMENT PARTNERS LLC | $397,357,795 | 172 | $2,310,220 | June 30, 2026 |
| Newton One Investments LLC | $397,091,124 | 146 | $2,719,802 | June 30, 2026 |
| Cercano Management LLC | $397,010,899 | 132 | $3,007,658 | June 30, 2026 |
| Pathway Financial Advisers, LLC | $396,926,479 | 167 | $2,376,805 | June 30, 2026 |
| Net Worth Advisory Group | $396,903,637 | 411 | $965,702 | June 30, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $396,200,937 | 142 | $2,790,147 | June 30, 2026 |
| Index Venture Life Associates VI Ltd | $395,682,259 | 1 | $395,682,259 | March 31, 2026 Previous quarter |
| Kidder Stephen W | $395,568,575 | 75 | $5,274,248 | June 30, 2026 |
| Holowesko Partners Ltd. | $394,978,730 | 34 | $11,617,021 | June 30, 2026 |
| STEPH & CO | $394,967,758 | 283 | $1,395,646 | June 30, 2026 |
| Knuff & Co LLC | $394,898,988 | 142 | $2,780,979 | June 30, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $394,753,284 | 123 | $3,209,376 | June 30, 2026 |
| Redwood Grove Capital, LLC | $394,714,148 | 25 | $15,788,566 | June 30, 2026 |
| Prosperity Planning, Inc. | $394,652,005 | 110 | $3,587,746 | March 31, 2026 Previous quarter |
| BLUEFIN CAPITAL MANAGEMENT, LLC | $394,455,472 | 130 | $3,034,273 | June 30, 2026 |
| MIC Capital Management UK LLP | $394,346,426 | 16 | $24,646,652 | June 30, 2026 |
| Aurdan Capital Management, LLC | $394,222,217 | 99 | $3,982,043 | June 30, 2026 |
| Stone Summit Wealth LLC | $394,028,811 | 144 | $2,736,311 | June 30, 2026 |
| III Capital Management | $393,964,662 | 49 | $8,040,095 | June 30, 2026 |
| 360 Financial, Inc. | $393,701,560 | 85 | $4,631,783 | June 30, 2026 |
| WHITE MOUNTAINS INSURANCE GROUP LTD | $393,601,043 | 2 | $196,800,522 | June 30, 2026 |
| Red Wave Investments LLC | $393,506,651 | 122 | $3,225,464 | June 30, 2026 |
| Oldfield Partners LLP | $393,345,717 | 18 | $21,852,540 | March 31, 2026 Previous quarter |
| Independent Wealth Network Inc. | $393,304,465 | 340 | $1,156,778 | June 30, 2026 |
| Crown Wealth Group, LLC | $392,991,724 | 150 | $2,619,945 | June 30, 2026 |
| BridgePort Financial Solutions, LLC | $392,860,230 | 240 | $1,636,918 | June 30, 2026 |
| Snider Financial Group | $392,825,723 | 103 | $3,813,842 | June 30, 2026 |
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