Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Charles-Lim Capital Ltd | $319,398,485 | 6 | $53,233,081 | June 30, 2026 |
| Tiller Private Wealth, Inc. | $319,269,479 | 69 | $4,627,094 | June 30, 2026 |
| Shaker Financial Services, LLC | $319,236,049 | 148 | $2,157,000 | June 30, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $319,187,440 | 175 | $1,823,928 | June 30, 2026 |
| Centerline Wealth Advisors, LLC | $319,163,593 | 79 | $4,040,045 | June 30, 2026 |
| Axiom Financial Strategies, LLC | $319,103,421 | 34 | $9,385,395 | June 30, 2026 |
| Powers Advisory Group, LLC | $319,085,876 | 130 | $2,454,507 | June 30, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | $318,750,238 | 206 | $1,547,331 | Dec. 31, 2025 Stale |
| THOR TRADING ADVISORS, LLC | $318,691,366 | 39 | $8,171,573 | June 30, 2026 |
| Skyline Advisors, Inc. | $318,682,062 | 123 | $2,590,911 | June 30, 2026 |
| Berkeley, Inc | $318,666,154 | 86 | $3,705,420 | June 30, 2026 |
| Summa Corp. | $318,622,626 | 83 | $3,838,827 | June 30, 2026 |
| Arcadia Wealth Management, LLC | $318,556,194 | 66 | $4,826,609 | June 30, 2026 |
| BEACON INVESTMENT ADVISORS LLC | $318,455,198 | 178 | $1,789,074 | June 30, 2026 |
| Chaney Capital Management, Inc. | $318,063,871 | 45 | $7,068,086 | June 30, 2026 |
| ShoreHaven Wealth Partners, LLC | $317,885,632 | 106 | $2,998,921 | June 30, 2026 |
| Burns Matteson Capital Management, LLC | $317,855,412 | 189 | $1,681,775 | June 30, 2026 |
| Nixon Capital, LLC | $317,801,558 | 19 | $16,726,398 | June 30, 2026 |
| GoodHaven Capital Management, LLC | $317,719,987 | 26 | $12,220,000 | June 30, 2026 |
| Cambridge Financial Group, LLC | $317,626,549 | 155 | $2,049,204 | June 30, 2026 |
| Mills Wealth Advisors LLC | $317,561,294 | 76 | $4,178,438 | June 30, 2026 |
| Boothe Investment Group, Inc. | $317,421,337 | 38 | $8,353,193 | June 30, 2026 |
| Genesee Capital Advisors, LLC | $317,336,400 | 172 | $1,844,979 | June 30, 2026 |
| THEORY FINANCIAL LLC | $317,319,765 | 99 | $3,205,250 | June 30, 2026 |
| WEALTHSPAN PARTNERS, LLC | $317,283,991 | 129 | $2,459,566 | June 30, 2026 |
| SITTNER & NELSON, LLC | $317,250,143 | 614 | $516,694 | June 30, 2026 |
| Montanaro Asset Management Ltd | $317,170,054 | 42 | $7,551,668 | June 30, 2026 |
| TICINO WEALTH | $317,089,037 | 135 | $2,348,808 | June 30, 2026 |
| Medallion Wealth Advisors, LLC | $316,956,074 | 1,220 | $259,800 | June 30, 2026 |
| Powell Investment Advisors, LLC | $316,770,367 | 167 | $1,896,829 | June 30, 2026 |
| Nvest Financial, LLC | $316,291,285 | 150 | $2,108,609 | June 30, 2026 |
| BALANCED WEALTH GROUP LLC | $316,274,832 | 78 | $4,054,806 | June 30, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | $316,187,343 | 115 | $2,749,455 | March 31, 2026 Previous quarter |
| LOUNTZIS ASSET MANAGEMENT, LLC | $316,084,684 | 55 | $5,746,994 | June 30, 2026 |
| Richmond Investment Services, LLC | $316,065,618 | 145 | $2,179,763 | June 30, 2026 |
| IMZ Advisory Inc | $315,813,762 | 38 | $8,310,888 | June 30, 2026 |
| ENZI WEALTH | $315,733,345 | 77 | $4,100,433 | June 30, 2026 |
| Ranch Capital Advisors Inc. | $315,705,103 | 157 | $2,010,861 | June 30, 2026 |
| Sterling Financial Group, Inc. | $315,538,221 | 73 | $4,322,441 | Sept. 30, 2025 Stale |
| Tencap Wealth Coaching, LLC | $315,357,360 | 20 | $15,767,868 | June 30, 2026 |
| Meros Investment Management, LP | $315,162,325 | 50 | $6,303,247 | June 30, 2026 |
| Trinity Wealth Management, LLC | $315,152,479 | 75 | $4,202,033 | June 30, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | $315,065,936 | 285 | $1,105,495 | June 30, 2026 |
| TAGStone Capital, Inc. | $314,605,536 | 139 | $2,263,349 | June 30, 2026 |
| Thomist Capital Management, LP | $314,577,461 | 45 | $6,990,610 | June 30, 2026 |
| Inlight Wealth Management, LLC | $314,576,339 | 62 | $5,073,812 | June 30, 2026 |
| Longitude (Cayman) Ltd. | $314,339,749 | 46 | $6,833,473 | June 30, 2026 |
| MMA ASSET MANAGEMENT LLC | $314,257,869 | 181 | $1,736,231 | June 30, 2026 |
| Mosley Wealth Management | $314,256,856 | 781 | $402,378 | June 30, 2026 |
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | $314,201,405 | 1 | $314,201,405 | June 30, 2026 |
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