Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Monterey Private Wealth, Inc. | $339,471,640 | 138 | $2,459,939 | March 31, 2025 Stale |
| JEPPSON WEALTH MANAGEMENT, LLC | $339,406,328 | 242 | $1,402,505 | June 30, 2026 |
| WBI INVESTMENTS, LLC | $339,406,200 | 286 | $1,186,735 | June 30, 2026 |
| BAKER BOYER NATIONAL BANK | $339,405,310 | 94 | $3,610,695 | June 30, 2026 |
| BRILLIANCE ASSET MANAGEMENT LTD | $339,344,889 | 11 | $30,849,535 | June 30, 2026 |
| Haverford Financial Services, Inc. | $339,225,211 | 49 | $6,922,963 | June 30, 2026 |
| New Insight Wealth Advisors | $339,188,120 | 120 | $2,826,568 | June 30, 2026 |
| Iron Horse Wealth Management, LLC | $338,998,420 | 591 | $573,601 | June 30, 2025 Stale |
| 1492 Capital Management LLC | $338,734,372 | 133 | $2,546,875 | June 30, 2026 |
| East Coast Asset Management, LLC. | $338,598,143 | 67 | $5,053,704 | June 30, 2026 |
| Fore Capital, LLC | $338,443,070 | 67 | $5,051,389 | June 30, 2026 |
| US FINANCIAL ADVISORS, LLC | $338,350,453 | 97 | $3,488,149 | March 31, 2025 Stale |
| Etesian Wealth Advisors, Inc. | $338,299,226 | 141 | $2,399,285 | June 30, 2026 |
| United American Securities Inc. (d/b/a UAS Asset Management) | $338,033,718 | 13 | $26,002,594 | June 30, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | $337,565,794 | 143 | $2,360,600 | June 30, 2026 |
| Elite Wealth Management, Inc. | $337,448,387 | 47 | $7,179,753 | June 30, 2026 |
| Corundum Group, Inc. | $337,147,794 | 112 | $3,010,248 | June 30, 2026 |
| River Street Advisors LLC | $336,965,203 | 177 | $1,903,758 | June 30, 2026 |
| Consilium Wealth Advisory, LLC | $336,948,425 | 101 | $3,336,123 | June 30, 2026 |
| Northern Right Capital Management, L.P. | $336,946,502 | 27 | $12,479,500 | June 30, 2026 |
| Ameliora Wealth Management Ltd. | $336,860,660 | 229 | $1,471,007 | June 30, 2026 |
| Riverwater Partners LLC | $336,804,887 | 209 | $1,611,507 | June 30, 2026 |
| BFI Infinity Ltd. | $336,735,580 | 64 | $5,261,493 | June 30, 2026 |
| Amtrust Financial Services, Inc. | $336,446,563 | 15 | $22,429,771 | June 30, 2026 |
| Roth Financial Partners LLC | $336,299,548 | 33 | $10,190,895 | June 30, 2026 |
| Strategic Financial Concepts, LLC | $336,191,898 | 239 | $1,406,661 | June 30, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | $336,170,112 | 308 | $1,091,461 | June 30, 2026 |
| Forum Private Client Group LLC | $335,957,097 | 86 | $3,906,478 | June 30, 2026 |
| Silver Coast Investments LLC | $335,852,781 | 121 | $2,775,643 | June 30, 2026 |
| Oldfather Financial Services, LLC | $335,844,460 | 98 | $3,426,984 | Dec. 31, 2025 Stale |
| Greenfield Seitz Capital Management, LLC | $335,771,597 | 107 | $3,138,052 | June 30, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $335,645,625 | 85 | $3,948,772 | June 30, 2026 |
| OneAscent Wealth Management LLC | $335,522,116 | 169 | $1,985,338 | June 30, 2026 |
| Jessup Wealth Management, Inc | $335,250,363 | 81 | $4,138,893 | June 30, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | $335,245,064 | 124 | $2,703,589 | March 31, 2026 Previous quarter |
| Hudson Value Partners, LLC | $335,093,478 | 101 | $3,317,757 | March 31, 2026 Previous quarter |
| Pennant Investors, LP | $334,935,146 | 16 | $20,933,447 | June 30, 2026 |
| TPG Financial Advisors, LLC | $334,823,946 | 81 | $4,133,629 | June 30, 2026 |
| Spinecap SAS | $334,732,842 | 16 | $20,920,803 | June 30, 2026 |
| BHK Investment Advisors, LLC | $334,722,961 | 79 | $4,237,000 | June 30, 2026 |
| Trustees of Dartmouth College | $334,630,753 | 11 | $30,420,978 | June 30, 2026 |
| Wealth High Governance Capital Ltda | $334,353,024 | 35 | $9,552,944 | June 30, 2026 |
| Pine Harbor Wealth Management, LLC | $334,309,523 | 102 | $3,277,544 | March 31, 2026 Previous quarter |
| Core Alternative Capital | $334,153,957 | 201 | $1,662,457 | June 30, 2026 |
| Saiph Capital, LLC | $334,057,523 | 131 | $2,550,057 | June 30, 2026 |
| Slagle Financial, LLC | $333,849,415 | 127 | $2,628,736 | June 30, 2026 |
| Henry James International Management Inc. | $333,809,554 | 91 | $3,668,237 | June 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | $333,794,208 | 1,305 | $255,781 | June 30, 2026 |
| Alta Fundamental Advisers LLC | $333,479,506 | 26 | $12,826,135 | June 30, 2026 |
| Costello Asset Management, INC | $333,238,474 | 710 | $469,350 | June 30, 2026 |
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