Investor Institusional
| Institusi | Nilai Portofolio | Posisi | Posisi rata-rata | Per tanggal |
|---|---|---|---|---|
| Monterey Private Wealth, Inc. | $339.471.640 | 138 | $2.459.939 | 31 Maret 2025 Usang |
| JEPPSON WEALTH MANAGEMENT, LLC | $339.406.328 | 242 | $1.402.505 | 30 Juni 2026 |
| WBI INVESTMENTS, LLC | $339.406.200 | 286 | $1.186.735 | 30 Juni 2026 |
| BAKER BOYER NATIONAL BANK | $339.405.310 | 94 | $3.610.695 | 30 Juni 2026 |
| BRILLIANCE ASSET MANAGEMENT LTD | $339.344.889 | 11 | $30.849.535 | 30 Juni 2026 |
| Haverford Financial Services, Inc. | $339.225.211 | 49 | $6.922.963 | 30 Juni 2026 |
| New Insight Wealth Advisors | $339.188.120 | 120 | $2.826.568 | 30 Juni 2026 |
| Iron Horse Wealth Management, LLC | $338.998.420 | 591 | $573.601 | 30 Juni 2025 Usang |
| 1492 Capital Management LLC | $338.734.372 | 133 | $2.546.875 | 30 Juni 2026 |
| East Coast Asset Management, LLC. | $338.598.143 | 67 | $5.053.704 | 30 Juni 2026 |
| Fore Capital, LLC | $338.443.070 | 67 | $5.051.389 | 30 Juni 2026 |
| US FINANCIAL ADVISORS, LLC | $338.350.453 | 97 | $3.488.149 | 31 Maret 2025 Usang |
| Etesian Wealth Advisors, Inc. | $338.299.226 | 141 | $2.399.285 | 30 Juni 2026 |
| United American Securities Inc. (d/b/a UAS Asset Management) | $338.033.718 | 13 | $26.002.594 | 30 Juni 2026 |
| CASTLE WEALTH MANAGEMENT LLC | $337.565.794 | 143 | $2.360.600 | 30 Juni 2026 |
| Elite Wealth Management, Inc. | $337.448.387 | 47 | $7.179.753 | 30 Juni 2026 |
| Corundum Group, Inc. | $337.147.794 | 112 | $3.010.248 | 30 Juni 2026 |
| River Street Advisors LLC | $336.965.203 | 177 | $1.903.758 | 30 Juni 2026 |
| Consilium Wealth Advisory, LLC | $336.948.425 | 101 | $3.336.123 | 30 Juni 2026 |
| Northern Right Capital Management, L.P. | $336.946.502 | 27 | $12.479.500 | 30 Juni 2026 |
| Ameliora Wealth Management Ltd. | $336.860.660 | 229 | $1.471.007 | 30 Juni 2026 |
| Riverwater Partners LLC | $336.804.887 | 209 | $1.611.507 | 30 Juni 2026 |
| BFI Infinity Ltd. | $336.735.580 | 64 | $5.261.493 | 30 Juni 2026 |
| Amtrust Financial Services, Inc. | $336.446.563 | 15 | $22.429.771 | 30 Juni 2026 |
| Roth Financial Partners LLC | $336.299.548 | 33 | $10.190.895 | 30 Juni 2026 |
| Strategic Financial Concepts, LLC | $336.191.898 | 239 | $1.406.661 | 30 Juni 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | $336.170.112 | 308 | $1.091.461 | 30 Juni 2026 |
| Forum Private Client Group LLC | $335.957.097 | 86 | $3.906.478 | 30 Juni 2026 |
| Silver Coast Investments LLC | $335.852.781 | 121 | $2.775.643 | 30 Juni 2026 |
| Oldfather Financial Services, LLC | $335.844.460 | 98 | $3.426.984 | 31 Des. 2025 Usang |
| Greenfield Seitz Capital Management, LLC | $335.771.597 | 107 | $3.138.052 | 30 Juni 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $335.645.625 | 85 | $3.948.772 | 30 Juni 2026 |
| OneAscent Wealth Management LLC | $335.522.116 | 169 | $1.985.338 | 30 Juni 2026 |
| Jessup Wealth Management, Inc | $335.250.363 | 81 | $4.138.893 | 30 Juni 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | $335.245.064 | 124 | $2.703.589 | 31 Maret 2026 Kuartal sebelumnya |
| Hudson Value Partners, LLC | $335.093.478 | 101 | $3.317.757 | 31 Maret 2026 Kuartal sebelumnya |
| Pennant Investors, LP | $334.935.146 | 16 | $20.933.447 | 30 Juni 2026 |
| TPG Financial Advisors, LLC | $334.823.946 | 81 | $4.133.629 | 30 Juni 2026 |
| Spinecap SAS | $334.732.842 | 16 | $20.920.803 | 30 Juni 2026 |
| BHK Investment Advisors, LLC | $334.722.961 | 79 | $4.237.000 | 30 Juni 2026 |
| Trustees of Dartmouth College | $334.630.753 | 11 | $30.420.978 | 30 Juni 2026 |
| Wealth High Governance Capital Ltda | $334.353.024 | 35 | $9.552.944 | 30 Juni 2026 |
| Pine Harbor Wealth Management, LLC | $334.309.523 | 102 | $3.277.544 | 31 Maret 2026 Kuartal sebelumnya |
| Core Alternative Capital | $334.153.957 | 201 | $1.662.457 | 30 Juni 2026 |
| Saiph Capital, LLC | $334.057.523 | 131 | $2.550.057 | 30 Juni 2026 |
| Slagle Financial, LLC | $333.849.415 | 127 | $2.628.736 | 30 Juni 2026 |
| Henry James International Management Inc. | $333.809.554 | 91 | $3.668.237 | 30 Juni 2026 |
| ELEVATION WEALTH PARTNERS, LLC | $333.794.208 | 1.305 | $255.781 | 30 Juni 2026 |
| Alta Fundamental Advisers LLC | $333.479.506 | 26 | $12.826.135 | 30 Juni 2026 |
| Costello Asset Management, INC | $333.238.474 | 710 | $469.350 | 30 Juni 2026 |
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