Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| OneAscent Wealth Management LLC | $335,522,116 | 169 | $1,985,338 | June 30, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $335,645,625 | 85 | $3,948,772 | June 30, 2026 |
| Greenfield Seitz Capital Management, LLC | $335,771,597 | 107 | $3,138,052 | June 30, 2026 |
| Oldfather Financial Services, LLC | $335,844,460 | 98 | $3,426,984 | Dec. 31, 2025 Stale |
| Silver Coast Investments LLC | $335,852,781 | 121 | $2,775,643 | June 30, 2026 |
| Forum Private Client Group LLC | $335,957,097 | 86 | $3,906,478 | June 30, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | $336,170,112 | 308 | $1,091,461 | June 30, 2026 |
| Strategic Financial Concepts, LLC | $336,191,898 | 239 | $1,406,661 | June 30, 2026 |
| Roth Financial Partners LLC | $336,299,548 | 33 | $10,190,895 | June 30, 2026 |
| Amtrust Financial Services, Inc. | $336,446,563 | 15 | $22,429,771 | June 30, 2026 |
| BFI Infinity Ltd. | $336,735,580 | 64 | $5,261,493 | June 30, 2026 |
| Riverwater Partners LLC | $336,804,887 | 209 | $1,611,507 | June 30, 2026 |
| Ameliora Wealth Management Ltd. | $336,860,660 | 229 | $1,471,007 | June 30, 2026 |
| Northern Right Capital Management, L.P. | $336,946,502 | 27 | $12,479,500 | June 30, 2026 |
| Consilium Wealth Advisory, LLC | $336,948,425 | 101 | $3,336,123 | June 30, 2026 |
| River Street Advisors LLC | $336,965,203 | 177 | $1,903,758 | June 30, 2026 |
| Corundum Group, Inc. | $337,147,794 | 112 | $3,010,248 | June 30, 2026 |
| Elite Wealth Management, Inc. | $337,448,387 | 47 | $7,179,753 | June 30, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | $337,565,794 | 143 | $2,360,600 | June 30, 2026 |
| United American Securities Inc. (d/b/a UAS Asset Management) | $338,033,718 | 13 | $26,002,594 | June 30, 2026 |
| Etesian Wealth Advisors, Inc. | $338,299,226 | 141 | $2,399,285 | June 30, 2026 |
| US FINANCIAL ADVISORS, LLC | $338,350,453 | 97 | $3,488,149 | March 31, 2025 Stale |
| Fore Capital, LLC | $338,443,070 | 67 | $5,051,389 | June 30, 2026 |
| East Coast Asset Management, LLC. | $338,598,143 | 67 | $5,053,704 | June 30, 2026 |
| 1492 Capital Management LLC | $338,734,372 | 133 | $2,546,875 | June 30, 2026 |
| Iron Horse Wealth Management, LLC | $338,998,420 | 591 | $573,601 | June 30, 2025 Stale |
| New Insight Wealth Advisors | $339,188,120 | 120 | $2,826,568 | June 30, 2026 |
| Haverford Financial Services, Inc. | $339,225,211 | 49 | $6,922,963 | June 30, 2026 |
| BRILLIANCE ASSET MANAGEMENT LTD | $339,344,889 | 11 | $30,849,535 | June 30, 2026 |
| BAKER BOYER NATIONAL BANK | $339,405,310 | 94 | $3,610,695 | June 30, 2026 |
| WBI INVESTMENTS, LLC | $339,406,200 | 286 | $1,186,735 | June 30, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | $339,406,328 | 242 | $1,402,505 | June 30, 2026 |
| Monterey Private Wealth, Inc. | $339,471,640 | 138 | $2,459,939 | March 31, 2025 Stale |
| HERITAGE OAK WEALTH ADVISORS LLC | $339,674,873 | 101 | $3,363,118 | June 30, 2026 |
| ODonnell Financial Services, LLC | $339,829,186 | 74 | $4,592,286 | June 30, 2026 |
| Greenbush Financial Group, LLC | $340,057,878 | 35 | $9,715,939 | June 30, 2026 |
| WARNER FINANCIAL, INC | $340,104,372 | 145 | $2,345,547 | June 30, 2026 |
| ACT WEALTH MANAGEMENT, LLC | $340,299,847 | 64 | $5,317,185 | June 30, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | $340,526,442 | 176 | $1,934,809 | June 30, 2026 |
| Coalescence Partners Investment Management, LP | $340,583,412 | 12 | $28,381,951 | June 30, 2026 |
| Aikya Investment Management Ltd | $340,618,604 | 5 | $68,123,721 | June 30, 2026 |
| Hixon Zuercher, LLC | $340,805,607 | 88 | $3,872,791 | June 30, 2026 |
| McCollum Christoferson Group LLC | $340,980,349 | 80 | $4,262,254 | June 30, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | $341,237,518 | 91 | $3,749,863 | June 30, 2026 |
| Yeomans Consulting Group, Inc. | $341,282,473 | 113 | $3,020,199 | Dec. 31, 2025 Stale |
| Verger Capital Management LLC | $341,363,992 | 13 | $26,258,769 | June 30, 2026 |
| Roberts Financial Services LLC | $341,471,200 | 33 | $10,347,612 | June 30, 2026 |
| Western Financial Corp/CA | $341,483,531 | 132 | $2,586,996 | June 30, 2026 |
| Owl Creek Wealth Partners LLC | $341,797,685 | 1,289 | $265,165 | June 30, 2026 |
| Ferguson Shapiro LLC | $341,830,198 | 91 | $3,756,376 | June 30, 2026 |
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