Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| SW Investment Management LLC | $351,649,700 | 5 | $70,329,940 | June 30, 2026 |
| Palisades Investment Partners, LLC | $351,602,515 | 53 | $6,634,010 | June 30, 2026 |
| Colonial River Investments, LLC | $351,534,844 | 249 | $1,411,787 | June 30, 2026 |
| EVERPAR ADVISORS LLC | $351,517,466 | 302 | $1,163,965 | June 30, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $351,468,666 | 166 | $2,117,281 | June 30, 2026 |
| Gerald Baker Financial Group LLC | $351,417,610 | 126 | $2,789,029 | June 30, 2026 |
| Whitegate Investment Counselors, Inc. | $351,250,045 | 76 | $4,621,711 | June 30, 2026 |
| LifeGuide Financial Advisors, LLC | $351,160,521 | 47 | $7,471,500 | June 30, 2026 |
| Tree Line Advisors (Hong Kong) Ltd. | $351,142,200 | 3 | $117,047,400 | June 30, 2026 |
| Spectrum Wealth Advisory Group, LLC | $351,102,816 | 543 | $646,598 | June 30, 2026 |
| Beacon Bridge Wealth Partners, LLC | $351,016,307 | 105 | $3,343,012 | June 30, 2026 |
| Yakira Capital Management, Inc. | $350,993,576 | 202 | $1,737,592 | June 30, 2026 |
| Pegasus Asset Management, Inc. | $350,955,453 | 75 | $4,679,406 | June 30, 2026 |
| Curated Wealth Partners LLC | $350,950,101 | 241 | $1,456,224 | June 30, 2026 |
| StrongBox Wealth, LLC | $350,911,745 | 267 | $1,314,276 | June 30, 2026 |
| Fieldview Capital Management, LLC | $350,713,186 | 507 | $691,742 | June 30, 2026 |
| DAVIS-REA LTD. | $350,684,069 | 45 | $7,792,979 | June 30, 2026 |
| MTM Investment Management, LLC | $350,459,051 | 708 | $494,999 | June 30, 2026 |
| Oxler Private Wealth LLC | $349,989,445 | 93 | $3,763,327 | June 30, 2026 |
| PKO BP BANKOWY Universal Pension Society JSC | $349,937,109 | 13 | $26,918,239 | June 30, 2026 |
| Your Advocates Ltd., LLP | $349,850,949 | 209 | $1,673,928 | June 30, 2026 |
| Pineridge Advisors LLC | $349,777,817 | 460 | $760,387 | Sept. 30, 2025 Stale |
| MGB Wealth Management, LLC | $349,593,745 | 308 | $1,135,045 | Dec. 31, 2025 Stale |
| Yukon Wealth Management, Inc. | $349,382,181 | 132 | $2,646,835 | June 30, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | $349,364,054 | 193 | $1,810,176 | June 30, 2026 |
| Arrowroot Family Office, LLC | $349,343,942 | 174 | $2,007,724 | June 30, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | $349,294,012 | 109 | $3,204,532 | June 30, 2026 |
| Shorepoint Capital Partners LLC | $349,059,795 | 98 | $3,561,835 | Sept. 30, 2025 Stale |
| Planned Solutions, Inc. | $348,939,490 | 155 | $2,251,223 | June 30, 2026 |
| Riverview Capital Advisers, LLC | $348,774,038 | 88 | $3,963,341 | June 30, 2026 |
| Auour Investments LLC | $348,751,293 | 95 | $3,671,066 | June 30, 2026 |
| Future Fund LLC | $348,750,636 | 118 | $2,955,514 | June 30, 2026 |
| Prestige Wealth Management Group LLC | $348,709,110 | 1,102 | $316,433 | June 30, 2026 |
| Timelo Investment Management Inc. | $348,555,729 | 49 | $7,113,382 | June 30, 2026 |
| Parkshore Wealth Management, Inc. | $348,170,057 | 72 | $4,835,695 | June 30, 2026 |
| TOWNSQUARE CAPITAL LLC | $347,919,656 | 285 | $1,220,771 | June 30, 2026 |
| PCJ Investment Counsel Ltd. | $347,890,948 | 62 | $5,611,144 | June 30, 2026 |
| Pines Wealth Management, LLC | $347,773,534 | 219 | $1,588,007 | June 30, 2026 |
| DORVAL Corp | $347,483,218 | 49 | $7,091,494 | June 30, 2026 |
| Highview Capital Management LLC/DE/ | $347,415,698 | 118 | $2,944,201 | June 30, 2026 |
| Lanham O'Dell & Company, Inc. | $347,325,610 | 40 | $8,683,140 | Dec. 31, 2025 Stale |
| CPA Asset Management Group, LLC | $347,247,453 | 97 | $3,579,871 | June 30, 2026 |
| Argyle Capital Management, LLC | $347,210,834 | 138 | $2,516,021 | June 30, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | $347,176,018 | 140 | $2,479,829 | June 30, 2026 |
| DHJJ Financial Advisors, Ltd. | $346,919,185 | 1,082 | $320,628 | June 30, 2026 |
| Key Client Fiduciary Advisors, LLC | $346,686,749 | 232 | $1,494,339 | June 30, 2026 |
| Keewaydin Investments LLC | $346,602,547 | 18 | $19,255,697 | June 30, 2026 |
| BRADY FAMILY WEALTH, LLC | $346,494,517 | 113 | $3,066,323 | June 30, 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | $346,241,340 | 66 | $5,246,081 | June 30, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | $346,189,245 | 82 | $4,221,820 | June 30, 2026 |
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