Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| PCA Investment Advisory Services Inc. | $358,356,357 | 59 | $6,073,837 | June 30, 2026 |
| Members Advisory Group LLC | $358,216,108 | 42 | $8,528,955 | June 30, 2026 |
| Extract Advisors LLC | $357,921,541 | 31 | $11,545,856 | June 30, 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | $357,916,684 | 58 | $6,170,977 | June 30, 2026 |
| Greystone Financial Group, LLC | $357,857,344 | 74 | $4,835,910 | June 30, 2026 |
| Bare Financial Services, Inc | $357,851,494 | 1,784 | $200,589 | June 30, 2026 |
| Providence First Trust Co | $357,570,276 | 196 | $1,824,338 | June 30, 2026 |
| Metropolitan Life Insurance Co/NY | $357,433,227 | 11 | $32,493,930 | June 30, 2026 |
| Sentry LLC | $357,417,076 | 132 | $2,707,705 | June 30, 2026 |
| Permit Capital, LLC | $357,383,614 | 20 | $17,869,181 | June 30, 2026 |
| Menlo Ventures Management, L.P. | $357,366,151 | 3 | $119,122,050 | June 30, 2026 |
| BARRETT & COMPANY, INC. | $357,177,661 | 707 | $505,202 | June 30, 2026 |
| Guardian Wealth Management, LLC | $356,701,503 | 30 | $11,890,050 | June 30, 2026 |
| Incline Global Management LLC | $356,556,881 | 20 | $17,827,844 | June 30, 2026 |
| Crestmont Private Wealth LLC | $356,493,441 | 105 | $3,395,176 | June 30, 2026 |
| CORA CAPITAL ADVISORS LLC | $356,267,349 | 145 | $2,457,016 | June 30, 2026 |
| Ascension Capital Advisors, Inc. | $356,139,549 | 97 | $3,671,542 | June 30, 2026 |
| TigerOak Management, L.L.C. | $356,000,516 | 139 | $2,561,155 | June 30, 2026 |
| eCIO, Inc. | $355,864,712 | 46 | $7,736,189 | June 30, 2026 |
| Eaton-Cambridge Inc. | $355,774,662 | 70 | $5,082,495 | June 30, 2026 |
| GENESIS PRIVATE WEALTH, LLC | $355,756,663 | 192 | $1,852,899 | June 30, 2026 |
| Core Wealth Management, Inc. | $355,752,023 | 42 | $8,470,286 | June 30, 2026 |
| Sandbox Financial Partners, LLC | $355,619,503 | 117 | $3,039,483 | March 31, 2026 Previous quarter |
| Hi-Line Capital Management, LLC | $355,452,624 | 32 | $11,107,895 | June 30, 2026 |
| Commonwealth Bank of Australia | $355,365,286 | 2 | $177,682,643 | June 30, 2026 |
| TFR Capital, LLC. | $355,251,807 | 165 | $2,153,041 | June 30, 2026 |
| WATERSHED PRIVATE WEALTH LLC | $355,065,417 | 120 | $2,958,878 | June 30, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $354,946,821 | 257 | $1,381,116 | June 30, 2026 |
| Oxbow Capital Management (HK) Ltd | $354,829,283 | 4 | $88,707,321 | June 30, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $354,825,619 | 690 | $514,240 | June 30, 2026 |
| FIRETRAIL INVESTMENTS PTY LTD | $354,714,827 | 32 | $11,084,838 | June 30, 2026 |
| Santori & Peters, Inc. | $354,631,332 | 83 | $4,272,667 | June 30, 2026 |
| Anchor @ 65 Pte. Ltd. | $354,540,161 | 2 | $177,270,081 | June 30, 2026 |
| Advisor Resource Council | $354,523,837 | 276 | $1,284,507 | June 30, 2026 |
| Optas, LLC | $354,400,877 | 494 | $717,411 | June 30, 2026 |
| Wheelhouse Advisory Group LLC | $354,359,441 | 55 | $6,442,899 | June 30, 2026 |
| Timonier Family Office, LTD. | $354,086,292 | 57 | $6,212,040 | June 30, 2026 |
| Essential Planning, LLC. | $353,864,679 | 87 | $4,067,410 | June 30, 2026 |
| TSA Wealth Managment LLC | $353,586,229 | 119 | $2,971,313 | June 30, 2026 |
| REIK & CO., LLC | $353,472,148 | 60 | $5,891,202 | June 30, 2026 |
| INCA Investments LLC | $353,361,292 | 10 | $35,336,129 | June 30, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $352,923,104 | 229 | $1,541,149 | June 30, 2026 |
| Midwest Heritage Bank, FSB | $352,754,653 | 53 | $6,655,748 | June 30, 2026 |
| AXS Investments LLC | $352,669,246 | 193 | $1,827,302 | June 30, 2026 |
| jvl associates llc | $352,461,293 | 79 | $4,461,535 | June 30, 2026 |
| FFG Partners, LLC | $352,422,203 | 42 | $8,391,005 | June 30, 2026 |
| Seven Post Investment Office LP | $352,277,883 | 42 | $8,387,569 | June 30, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $352,271,444 | 85 | $4,144,370 | June 30, 2026 |
| Sunpointe, LLC | $351,998,456 | 281 | $1,252,664 | June 30, 2026 |
| FINANCIAL LIFE ADVISORS | $351,709,968 | 60 | $5,861,833 | June 30, 2026 |
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