Institutions Starting with &quot;B&quot; (881 funds)

Sector conviction64.0

Bleichroeder LP

CIK 0001781002

Total reported value

$558.9M

78 stks

2026-06-30

Concentration53.4

Portfolio Stability25.2

Brasada Capital Management, LP

CIK 0001643833

Total reported value

$558.5M

152 stks

2026-06-30

Concentration7.4

Portfolio Stability40.0

Sector conviction36.7

BCS Wealth Management

CIK 0001798172

Total reported value

$555.1M

270 stks

2026-06-30

Concentration8.4

Sector conviction43.5

Bricktown Capital, LLC

CIK 0001934657

Total reported value

$553.5M

28 stks

2026-06-30

Concentration44.8

Portfolio Stability10.7

Brooklyn FI, LLC

CIK 0001916123

Total reported value

$546.9M

434 stks

2026-06-30

Concentration16.7

Broad Peak Investment Advisers Pte Ltd

CIK 0001547349

Total reported value

$544.1M

21 stks

2026-06-30

Concentration30.8

Portfolio Stability40.4

Beck Capital Management, LLC

CIK 0001601904

Total reported value

$543.2M

140 stks

2026-06-30

Concentration8.6

Portfolio Stability33.9

Sector conviction75.9

Beacon Pointe Wealth Advisors, LLC

CIK 0001748071

Total reported value

$542.9M

271 stks

2019-12-31

Stale — no recent filing

Concentration7.0

Portfolio Stability26.0

Sector conviction61.8

Breton Hill Capital Ltd.

CIK 0001531987

Total reported value

$542.2M

330 stks

2017-09-30

Stale — no recent filing

Concentration4.5

Portfolio Stability32.2

Sector conviction47.7

Basecamp Wealth Advisors LLC

CIK 0002115254

Total reported value

$537.4M

1,822 stks

2026-06-30

Concentration23.7

Portfolio Stability16.9

Sector conviction59.6

Brigade Capital Management, LP

CIK 0001421306

Total reported value

$534.3M

20 stks

2026-06-30

Portfolio Stability81.4

Board of Trustees of The Leland Stanford Junior University

CIK 0001315828

Total reported value

$533.1M

19 stks

2026-06-30

Portfolio Stability49.3

Broad Peak Investment Holdings Ltd.

CIK 0001728120

Total reported value

$531.4M

21 stks

2024-03-31

Stale — no recent filing

Concentration42.2

Ballast, Inc.

CIK 0001730477

Total reported value

$530.2M

156 stks

2026-06-30

Concentration15.3

Portfolio Stability23.8

Sector conviction49.8

Bridgewealth Advisory Group, LLC

CIK 0001801982

Total reported value

$529.9M

141 stks

2026-06-30

Concentration14.6

Sector conviction71.0

Beverly Hills Private Wealth, LLC

CIK 0001965710

Total reported value

$524.9M

406 stks

2026-06-30

Concentration5.5

Portfolio Stability35.6

Sector conviction45.9

Beacon Bank & Trust

CIK 0001831984

Total reported value

$524.5M

255 stks

2026-06-30

Concentration12.5

Portfolio Stability14.4

Sector conviction49.5

Broadleaf Partners, LLC

CIK 0001712686

Total reported value

$516.6M

86 stks

2026-06-30

Concentration12.9

Portfolio Stability49.3

Sector conviction80.9

Bridgecreek Investment Management, LLC

CIK 0001370629

Total reported value

$516.2M

95 stks

2023-12-31

Stale — no recent filing

Concentration13.3

Sector conviction57.9

Benedict Financial Advisors Inc

CIK 0000711089

Total reported value

$514.7M

142 stks

2026-06-30

Concentration6.5

Sector conviction44.2

Bcm Advisors, LLC

CIK 0001373017

Total reported value

$513.6M

80 stks

2026-06-30

Concentration33.5

Portfolio Stability10.9

Sector conviction45.1

Beacon Harbor Wealth Advisors, Inc.

CIK 0001784093

Total reported value

$513.2M

71 stks

2026-06-30

Concentration12.7

Portfolio Stability77.9

Sector conviction44.1

Bull Harbor Capital LLC

CIK 0002135047

Total reported value

$512.8M

554 stks

2026-06-30

Concentration2.0

Portfolio Stability50.1

Sector conviction43.4

Beacon Financial Advisory LLC

CIK 0001800502

Total reported value

$508.0M

417 stks

2026-06-30

Concentration3.8

Sector conviction51.1

Buffington Mohr McNeal

CIK 0001317829

Total reported value

$507.0M

111 stks

2025-03-31

Stale — no recent filing

Concentration13.3

Sector conviction61.3

Builder Investment Group Inc /adv

CIK 0000727117

Total reported value

$504.7M

107 stks

2026-06-30

Concentration44.4

Sector conviction90.2

Beirne Wealth Consulting Services, LLC

CIK 0001697303

Total reported value

$502.6M

102 stks

2026-06-30

Concentration21.1

Sector conviction48.8

Brown Capital Management LLC

CIK 0000885062

Total reported value

$500.2M

54 stks

2026-06-30

Concentration12.6

Portfolio Stability58.7

Bright Rock Capital Management, LLC

CIK 0001509973

Total reported value

$499.1M

73 stks

2026-06-30

Concentration9.5

Portfolio Stability30.2

Sector conviction43.0

Bayview Asset Management, LLC

CIK 0001767366

Total reported value

$496.3M

69 stks

2026-06-30

Concentration81.2

Blankinship & Foster, LLC

CIK 0001708872

Total reported value

$495.5M

79 stks

2026-06-30

Concentration45.2

Portfolio Stability11.0

Sector conviction69.3

Bedell Frazier Investment Counselling, LLC

CIK 0001388142

Total reported value

$495.0M

128 stks

2026-03-31

Concentration10.5

Portfolio Stability23.3

Sector conviction41.7

Bedel Financial Consulting Inc

CIK 0000850553

Total reported value

$493.9M

235 stks

2023-09-30

Stale — no recent filing

Concentration54.6

Benin Management CORP

CIK 0001352871

Total reported value

$493.8M

152 stks

2026-06-30

Concentration48.5

Portfolio Stability17.2

Sector conviction67.7

Bellars Harris Wealth Management, LLC

CIK 0002136908

Total reported value

$491.3M

96 stks

2026-06-30

Concentration6.6

Sector conviction44.0

Bulltick Wealth Management, LLC

CIK 0001912448

Total reported value

$490.3M

134 stks

2026-06-30

Concentration10.7

Sector conviction88.7

Berkeley Capital Partners, LLC

CIK 0001667694

Total reported value

$485.9M

203 stks

2026-06-30

Concentration22.8

Portfolio Stability22.6

Sector conviction35.3

Bender Robert & Associates

CIK 0000894300

Total reported value

$481.2M

39 stks

2026-06-30

Concentration33.5

Sector conviction92.2

Bank of New Hampshire

CIK 0001870761

Total reported value

$479.2M

537 stks

2026-06-30

Concentration5.5

Portfolio Stability18.9

Sector conviction52.8

Blockhouse Capital Management LP

CIK 0001688153

Total reported value

$478.3M

26 stks

2018-03-31

Stale — no recent filing

Concentration54.5

Portfolio Stability81.2

Sector conviction97.6

Barry Investment Advisors, LLC

CIK 0001631639

Total reported value

$478.1M

102 stks

2026-06-30

Concentration19.6

Sector conviction54.8

BCGM Wealth Management, LLC

CIK 0001830467

Total reported value

$473.0M

182 stks

2026-06-30

Concentration8.5

Sector conviction41.0

Baker Tilly Wealth Management, LLC

CIK 0001840565

Total reported value

$470.8M

285 stks

2026-06-30

Concentration8.3

Sector conviction53.7

Bill Few Associates, Inc.

CIK 0001914644

Total reported value

$470.0M

227 stks

2026-06-30

Concentration9.2

Portfolio Stability18.9

Sector conviction53.9

Basso Capital Management, L.p.

CIK 0001287978

Total reported value

$468.8M

138 stks

2026-06-30

Concentration20.9

Sector conviction55.1

Brave Asset Management Inc

CIK 0001085867

Total reported value

$467.5M

146 stks

2026-06-30

Concentration22.2

Sector conviction62.4

Berkshire Capital Holdings Inc

CIK 0001133742

Total reported value

$462.3M

122 stks

2026-06-30

Concentration20.5

Brightline Capital Management, LLC

CIK 0001432450

Total reported value

$461.5M

11 stks

2026-06-30

Concentration86.4

Portfolio Stability69.7

B. Riley Securities, Inc.

CIK 0001505748

Total reported value

$459.7M

73 stks

2022-12-31

Stale — no recent filing

Concentration68.1

Bremer Trust National Association

CIK 0001086555

Total reported value

$457.8M

1,075 stks

2018-12-31

Stale — no recent filing

Concentration7.0

Portfolio Stability32.6

Sector conviction44.3

Bulldog Investors, LLP

CIK 0001504304

Total reported value

$454.7M

228 stks

2026-06-30

Concentration7.8

Portfolio Stability46.2

Bison Wealth, LLC

CIK 0001633172

Total reported value

$454.0M

320 stks

2024-12-31

Stale — no recent filing

Concentration6.2

Sector conviction57.2

Beam Wealth Advisors, Inc.

CIK 0001803426

Total reported value

$453.4M

117 stks

2026-06-30

Concentration19.7

Sector conviction78.1

Boston Research & Management Inc

CIK 0001259261

Total reported value

$452.6M

121 stks

2026-06-30

Concentration7.2

Portfolio Stability14.9

Sector conviction35.6

Bitwise Funds Trust

CIK 0001928561

Total reported value

$452.4M

56 stks

2026-06-30

Concentration22.1

Brand Asset Management Group, Inc.

CIK 0001748766

Total reported value

$452.4M

223 stks

2026-06-30

Concentration11.4

Portfolio Stability20.5

Sector conviction87.9

Bard Associates Inc

CIK 0001105907

Total reported value

$450.5M

293 stks

2026-06-30

Concentration8.5

Portfolio Stability23.6

Sector conviction50.9

Bregal Sagemount IV General Partner Jersey Ltd

CIK 0002087970

Total reported value

$449.0M

1 stks

2026-06-30

Portfolio Stability5.1

Brown Wealth Management, LLC

CIK 0001987005

Total reported value

$447.2M

134 stks

2026-06-30

Concentration22.0

Portfolio Stability18.5

Sector conviction82.8

Brown, Lisle/cummings, Inc.

CIK 0000014745

Total reported value

$445.8M

1,054 stks

2026-06-30

Concentration5.0

Portfolio Stability20.6

Sector conviction41.8

Bouvel Investment Partners, LLC

CIK 0001839122

Total reported value

$442.3M

84 stks

2026-06-30

Concentration7.9

Portfolio Stability52.8

Bridge City Capital, LLC

CIK 0001713521

Total reported value

$438.1M

114 stks

2026-06-30

Concentration5.6

Portfolio Stability42.0

Sector conviction60.4

Boltwood Capital Management

CIK 0001563690

Total reported value

$436.4M

192 stks

2026-06-30

Concentration7.7

Portfolio Stability15.2

Sector conviction58.3

Bare Financial Services, Inc

CIK 0002009426

Total reported value

$435.9M

3,039 stks

2026-06-30

Concentration22.6

Portfolio Stability14.7

Sector conviction55.8

Bay Harbor Wealth Management, LLC

CIK 0001767989

Total reported value

$433.6M

1,293 stks

2026-06-30

Concentration15.6

Portfolio Stability26.5

Sector conviction50.0

BRC Group Holdings, Inc.

CIK 0001464790

Total reported value

$433.6M

37 stks

2026-06-30

Portfolio Stability11.4

Bank of Kentucky, Inc.

CIK 0001492166

Total reported value

$432.4M

283 stks

2015-03-31

Stale — no recent filing

Concentration9.6

Portfolio Stability10.1

Sector conviction49.6

Blueshift Asset Management, LLC

CIK 0001727827

Total reported value

$431.7M

556 stks

2026-06-30

Concentration16.2

Sector conviction42.9

Boundless Plain Holdings Ltd

CIK 0002108192

Total reported value

$431.6M

11 stks

2026-06-30

BWM Planning, LLC

CIK 0002039698

Total reported value

$431.2M

141 stks

2026-06-30

Concentration19.2

Portfolio Stability15.6

Sector conviction79.6

BOS Asset Management, LLC

CIK 0001965814

Total reported value

$430.7M

204 stks

2026-06-30

Concentration10.6

Portfolio Stability24.2

Sector conviction67.5

Boone Capital Management LLC

CIK 0001882053

Total reported value

$427.5M

16 stks

2026-06-30

Concentration31.8

Portfolio Stability67.2

BankPlus Trust Department

CIK 0002047270

Total reported value

$427.5M

514 stks

2026-06-30

Concentration25.2

Sector conviction48.2

Birinyi Associates Inc

CIK 0001079738

Total reported value

$422.7M

61 stks

2026-06-30

Concentration35.9

Sector conviction85.7

Ballast Advisors LLC

CIK 0001803415

Total reported value

$419.7M

197 stks

2026-06-30

Concentration17.4

Portfolio Stability27.1

Sector conviction66.1

BigSur Wealth Management LLC

CIK 0001659171

Total reported value

$415.5M

170 stks

2026-06-30

Concentration7.9

Sector conviction55.3

Bnc Wealth Management, LLC

CIK 0001821549

Total reported value

$413.6M

107 stks

2026-06-30

Concentration10.0

Portfolio Stability47.8

Sector conviction61.5

B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund

CIK 0001536262

Total reported value

$409.6M

23 stks

2021-09-30

Stale — no recent filing

Concentration22.7

Burt Wealth Advisors

CIK 0001612041

Total reported value

$407.3M

115 stks

2025-09-30

Stale — no recent filing

Concentration20.2

Portfolio Stability31.3

Sector conviction62.4

Bond & Devick Financial Network, Inc.

CIK 0001843495

Total reported value

$406.1M

207 stks

2026-06-30

Concentration13.8

Sector conviction58.1

Benchmark Financial Wealth Advisors, LLC

CIK 0001757706

Total reported value

$405.5M

148 stks

2026-06-30

Concentration13.0

Portfolio Stability19.8

Sector conviction80.6

Buckley Wealth Management, LLC

CIK 0001730126

Total reported value

$404.3M

104 stks

2026-06-30

Concentration16.1

Portfolio Stability21.8

Sector conviction44.9

Butensky & Cohen Financial Security, Inc

CIK 0001632802

Total reported value

$404.3M

135 stks

2026-06-30

Concentration5.3

Sector conviction35.6

Burke & Herbert Bank & Trust Co

CIK 0001101250

Total reported value

$403.4M

369 stks

2026-06-30

Concentration6.2

Portfolio Stability18.3

Sector conviction40.4

Bip Gp LLC

CIK 0001298983

Total reported value

$402.5M

69 stks

2016-03-31

Stale — no recent filing

Concentration22.7

Burleson & Company, LLC

CIK 0001733510

Total reported value

$400.7M

426 stks

2022-12-31

Stale — no recent filing

Concentration7.8

Sector conviction50.5

Bluefin Capital Management, LLC

CIK 0001144208

Total reported value

$399.2M

144 stks

2026-06-30

Concentration33.8

Brown Miller Wealth Management, LLC

CIK 0001840084

Total reported value

$397.2M

291 stks

2026-06-30

Concentration13.7

Sector conviction72.3

BridgePort Financial Solutions, LLC

CIK 0002031775

Total reported value

$392.9M

240 stks

2026-06-30

Concentration8.2

Portfolio Stability26.9

Sector conviction63.7

Baron Wealth Management LLC

CIK 0001968507

Total reported value

$385.7M

304 stks

2026-06-30

Concentration19.6

Sector conviction50.6

Briaud Financial Planning Inc

CIK 0001800586

Total reported value

$380.2M

42 stks

2026-06-30

Portfolio Stability21.1

Bridgefront Capital, LLC

CIK 0001725690

Total reported value

$379.5M

486 stks

2026-06-30

Concentration1.6

Sector conviction33.9

Balance Wealth Partners LLC

CIK 0002065247

Total reported value

$376.0M

165 stks

2026-06-30

Concentration13.9

Portfolio Stability23.6

Sector conviction55.3

Bell Asset Management Ltd

CIK 0001681004

Total reported value

$374.5M

63 stks

2026-06-30

Concentration12.2

Portfolio Stability31.7

Sector conviction63.0

Boyd Watterson Asset Management Llc/oh

CIK 0001121477

Total reported value

$371.2M

394 stks

2026-06-30

Concentration9.3

Portfolio Stability23.7

Sector conviction48.4

B.O.S.S. Retirement Advisors, LLC

CIK 0001964810

Total reported value

$370.4M

157 stks

2026-06-30

Concentration22.5

Portfolio Stability39.7

Sector conviction68.3

Bray Capital Advisors

CIK 0001631738

Total reported value

$369.6M

256 stks

2024-12-31

Stale — no recent filing

Concentration8.9

Sector conviction61.8

Bruce & Co., Inc.

CIK 0001358331

Total reported value

$369.5M

41 stks

2026-06-30

Concentration18.9

Sector conviction54.7

Blue Arrow Capital Management LLC

CIK 0001590935

Total reported value

$368.8M

70 stks

2015-09-30

Stale — no recent filing

Concentration12.6

Battery Management Corp.

CIK 0001548594

Total reported value

$368.3M

5 stks

2026-06-30

Portfolio Stability15.0

Bain Capital Credit, LP

CIK 0001317947

Total reported value

$367.9M

6 stks

2026-06-30

Portfolio Stability19.4

Bowling Portfolio Management LLC

CIK 0001322590

Total reported value

$364.2M

183 stks

2022-09-30

Stale — no recent filing

Concentration7.2

Sector conviction54.6

Baker Boyer National Bank

CIK 0001079398

Total reported value

$364.1M

121 stks

2026-06-30

Concentration51.3

Portfolio Stability15.6

Sector conviction55.4

Barometer Capital Management Inc.

CIK 0001536890

Total reported value

$359.8M

136 stks

2026-06-30

Concentration8.5

Sector conviction64.8

Bridge Creek Capital Management LLC

CIK 0001670903

Total reported value

$359.6M

116 stks

2025-09-30

Stale — no recent filing

Concentration6.7

Portfolio Stability17.3

Sector conviction44.7

Bryant Woods Investment Advisors, LLC

CIK 0001910641

Total reported value

$359.6M

85 stks

2026-06-30

Concentration42.5

Portfolio Stability28.9

Burnham Asset Management CORP /ny/

CIK 0000866035

Total reported value

$359.0M

202 stks

2016-06-30

Stale — no recent filing

Concentration9.2

Portfolio Stability48.9

Sector conviction46.1

Barrett & Company, Inc.

CIK 0000887602

Total reported value

$357.2M

707 stks

2026-06-30

Concentration11.7

Portfolio Stability22.6

Sector conviction56.3

BT Wealth Management LLC

CIK 0001767863

Total reported value

$356.4M

65 stks

2022-06-30

Stale — no recent filing

Concentration44.2

Sector conviction72.1

Bank Of Stockton

CIK 0001387723

Total reported value

$356.3M

137 stks

2026-06-30

Concentration22.8

Portfolio Stability18.0

Sector conviction56.9

BCR Wealth Strategies, LLC

CIK 0001908380

Total reported value

$355.9M

32 stks

2026-06-30

Concentration51.7

Sector conviction74.1

Beacon Bridge Wealth Partners, LLC

CIK 0001965468

Total reported value

$351.0M

105 stks

2026-06-30

Concentration10.9

Sector conviction59.0

Brady Family Wealth, LLC

CIK 0001971456

Total reported value

$346.5M

113 stks

2026-06-30

Concentration10.2

Sector conviction57.1

Bear Mountain Capital, Inc.

CIK 0002009419

Total reported value

$345.2M

214 stks

2026-06-30

Concentration31.3

Portfolio Stability4.8

Sector conviction83.5

Bcwm, LLC

CIK 0001542165

Total reported value

$342.0M

57 stks

2026-06-30

Concentration11.1

Portfolio Stability17.9

Sector conviction40.1

Berry Street Capital Management LLP

CIK 0001804007

Total reported value

$340.4M

29 stks

2023-09-30

Stale — no recent filing

Concentration32.7

Sector conviction90.6

Brilliance Asset Management LTD

CIK 0001665751

Total reported value

$339.3M

11 stks

2026-06-30

Concentration90.6

Portfolio Stability66.0

BFI Infinity Ltd.

CIK 0002043810

Total reported value

$336.7M

64 stks

2026-06-30

Concentration67.9

Portfolio Stability80.6

Sector conviction48.9

Bank OZK

CIK 0001569650

Total reported value

$336.7M

280 stks

2026-06-30

Concentration7.2

Portfolio Stability26.6

Sector conviction59.4

BHK Investment Advisors, LLC

CIK 0001710539

Total reported value

$334.7M

79 stks

2026-06-30

Concentration26.6

Sector conviction94.6

BCS Private Wealth Management, Inc.

CIK 0002044001

Total reported value

$332.1M

187 stks

2026-06-30

Concentration9.0

Portfolio Stability24.9

Sector conviction36.7

Bell & Brown Wealth Advisors, LLC

CIK 0001725362

Total reported value

$330.1M

73 stks

2026-06-30

Concentration10.4

Portfolio Stability16.9

Sector conviction40.3

Buttonwood Financial Advisors Inc.

CIK 0001904033

Total reported value

$328.7M

110 stks

2026-06-30

Concentration12.6

Sector conviction64.3

Bishop & Co Investment Management, LLC

CIK 0001603276

Total reported value

$324.8M

26 stks

2026-06-30

Concentration45.7

Portfolio Stability11.1

Sector conviction86.1

Bluesphere Advisors LLC

CIK 0001844108

Total reported value

$323.9M

121 stks

2026-06-30

Concentration50.8

Portfolio Stability18.4

Sector conviction65.3

Broadview Advisors LLC

CIK 0001255858

Total reported value

$323.9M

70 stks

2019-06-30

Stale — no recent filing

Concentration8.1

Portfolio Stability43.1

Biltmore Wealth Management, LLC

CIK 0001598102

Total reported value

$320.4M

58 stks

2026-06-30

Concentration27.5

Portfolio Stability18.4

Sector conviction41.4

Burns Matteson Capital Management, LLC

CIK 0001894164

Total reported value

$319.7M

196 stks

2026-06-30

Concentration30.2

Portfolio Stability51.1

Burkett Financial Services, LLC

CIK 0001762716

Total reported value

$319.6M

266 stks

2026-06-30

Concentration37.0

Sector conviction54.4

Barnes Pettey Financial Advisors, LLC

CIK 0001908288

Total reported value

$319.2M

175 stks

2026-06-30

Concentration12.4

Portfolio Stability35.2

Sector conviction44.9

Berkeley, Inc

CIK 0002051965

Total reported value

$318.7M

86 stks

2026-06-30

Concentration13.8

Portfolio Stability15.7

Sector conviction73.3

Beacon Investment Advisors LLC

CIK 0001961635

Total reported value

$318.5M

178 stks

2026-06-30

Concentration8.4

Portfolio Stability26.0

Sector conviction51.9

Boothe Investment Group, Inc.

CIK 0001749798

Total reported value

$317.4M

38 stks

2026-06-30

Concentration24.2

Portfolio Stability18.7

Sector conviction51.6

Balanced Wealth Group LLC

CIK 0002009783

Total reported value

$316.3M

78 stks

2026-06-30

Concentration24.6

Portfolio Stability32.6

Bennett Selby Investments LP

CIK 0001840740

Total reported value

$312.9M

85 stks

2026-06-30

Concentration27.1

Portfolio Stability16.0

Sector conviction61.8

Beacon Wealthcare LLC

CIK 0001849336

Total reported value

$312.1M

26 stks

2026-06-30

Concentration0.0

Bonness Enterprises Inc

CIK 0001105471

Total reported value

$310.1M

56 stks

2026-06-30

Concentration60.2

Portfolio Stability16.4

Sector conviction88.5

Blue Water Asset Management

CIK 0002033384

Total reported value

$309.8M

108 stks

2026-06-30

Concentration19.1

Portfolio Stability9.8

Sector conviction55.2

Blacksheep Fund Management Ltd

CIK 0001800249

Total reported value

$309.6M

7 stks

2026-06-30

Concentration74.3

Portfolio Stability36.1

Bawa N Mallick Trust

CIK 0002040013

Total reported value

$309.1M

78 stks

2026-06-30

Concentration41.2

Portfolio Stability23.5

Bennett Lawrence Management L L C/ny

CIK 0001010452

Total reported value

$308.5M

140 stks

2015-12-31

Stale — no recent filing

Concentration7.3

Portfolio Stability48.4

Sector conviction70.3

Blackhawk Capital Partners, LLC

CIK 0001582561

Total reported value

$306.1M

146 stks

2026-06-30

Concentration7.7

Portfolio Stability67.1

Sector conviction45.6

Bond Capital Management, LP

CIK 0001923934

Total reported value

$305.2M

5 stks

2026-06-30

Portfolio Stability95.6

Borer Denton & Associates, Inc.

CIK 0001993607

Total reported value

$304.9M

74 stks

2026-06-30

Concentration16.0

Sector conviction54.8

Biechele Royce Advisors

CIK 0001730808

Total reported value

$303.4M

55 stks

2024-09-30

Stale — no recent filing

Concentration19.8

Sector conviction57.4

Brick & Kyle, Associates

CIK 0001632253

Total reported value

$302.9M

96 stks

2026-06-30

Concentration14.7

Sector conviction73.5

BCU Wealth Advisors, LLC

CIK 0002003570

Total reported value

$301.1M

63 stks

2026-06-30

Concentration92.1

Sector conviction58.5

Bull Oak Capital, LLC

CIK 0001824263

Total reported value

$300.2M

40 stks

2026-06-30

Concentration69.4

Portfolio Stability26.3

Sector conviction79.4

Breach Inlet Capital Management, LLC

CIK 0002009914

Total reported value

$300.0M

10 stks

2026-06-30

Concentration43.7

Portfolio Stability29.0