Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Bawa N Mallick Trust | $309,080,551 | 78 | $3,962,571 | June 30, 2026 |
| Vision Capital Corp | $309,017,460 | 15 | $20,601,164 | June 30, 2026 |
| Eley Financial Management, Inc | $308,806,408 | 72 | $4,288,978 | June 30, 2026 |
| Financial Insights, Inc. | $308,597,196 | 130 | $2,373,825 | March 31, 2026 Previous quarter |
| Garner Asset Management Corp | $308,409,612 | 169 | $1,824,909 | June 30, 2026 |
| Financial Council, LLC | $308,310,246 | 106 | $2,908,587 | June 30, 2026 |
| Owls Nest Partners IA, LLC | $308,207,999 | 17 | $18,129,882 | June 30, 2026 |
| Wealth Watch Advisors, INC | $308,200,587 | 142 | $2,170,427 | June 30, 2026 |
| ER Collective Holdings, LLC | $308,021,728 | 1 | $308,021,728 | June 30, 2026 |
| VMS Asset Management Limited | $308,011,614 | 33 | $9,333,685 | June 30, 2026 |
| Defender Capital, LLC. | $307,967,841 | 37 | $8,323,455 | June 30, 2026 |
| FSA Investment Group, LLC | $307,855,678 | 47 | $6,550,121 | June 30, 2026 |
| Pivotal bioVenture Partners Investment Advisor LLC | $307,788,414 | 13 | $23,676,032 | June 30, 2026 |
| LINCOLN CAPITAL CORP | $307,760,996 | 99 | $3,108,697 | June 30, 2026 |
| Kaizen Financial Strategies | $307,729,631 | 176 | $1,748,464 | June 30, 2026 |
| WINMILL & CO. INC | $307,580,229 | 56 | $5,492,504 | June 30, 2026 |
| Gemsstock Ltd. | $307,450,204 | 13 | $23,650,016 | June 30, 2026 |
| Family Capital Trust Co | $307,398,960 | 83 | $3,703,602 | June 30, 2026 |
| Envision Financial Planning, LLC | $307,304,601 | 55 | $5,587,356 | June 30, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | $307,256,693 | 205 | $1,498,813 | June 30, 2026 |
| Freedom Financial Partners LLC | $306,940,253 | 89 | $3,448,767 | June 30, 2026 |
| Funde Sino Life Insurance Co Ltd | $306,754,252 | 7 | $43,822,036 | June 30, 2026 |
| GeoSphere Capital Management, LLC | $306,327,127 | 46 | $6,659,285 | June 30, 2026 |
| Blackhawk Capital Partners, LLC | $306,116,236 | 146 | $2,096,687 | June 30, 2026 |
| Deseret Mutual Benefit Administrators | $306,107,525 | 518 | $590,941 | June 30, 2026 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | $306,057,264 | 19 | $16,108,277 | June 30, 2026 |
| PSquared Asset Management AG | $305,993,735 | 18 | $16,999,652 | June 30, 2026 |
| denkapparat Operations GmbH | $305,945,961 | 383 | $798,815 | June 30, 2026 |
| 1 NORTH WEALTH SERVICES LLC | $305,881,924 | 308 | $993,123 | June 30, 2026 |
| Denver PWM, LLC | $305,746,203 | 89 | $3,435,351 | June 30, 2026 |
| ADAPT WEALTH ADVISORS, LLC | $305,713,533 | 94 | $3,252,272 | June 30, 2026 |
| Ted Buchan & Co | $305,673,092 | 95 | $3,217,611 | June 30, 2026 |
| Quartz Partners, LLC | $305,344,684 | 191 | $1,598,663 | June 30, 2026 |
| WIM INVESTMENT MANAGEMENT Ltd | $305,257,317 | 26 | $11,740,666 | June 30, 2026 |
| Bond Capital Management, LP | $305,194,517 | 5 | $61,038,903 | June 30, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | $305,030,179 | 103 | $2,961,458 | June 30, 2026 |
| Borer Denton & Associates, Inc. | $304,876,005 | 74 | $4,119,946 | June 30, 2026 |
| Allred Capital Management, LLC | $304,547,413 | 162 | $1,879,922 | June 30, 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | $304,051,105 | 27 | $11,261,152 | June 30, 2026 |
| Stokes Capital Advisors, LLC | $304,049,726 | 118 | $2,576,693 | June 30, 2026 |
| Roehl & Yi Investment Advisors, LLC | $303,887,599 | 194 | $1,566,431 | June 30, 2026 |
| Palogic Value Management, L.P. | $303,604,377 | 194 | $1,564,971 | June 30, 2026 |
| EXCALIBUR MANAGEMENT CORP | $303,482,401 | 175 | $1,734,185 | June 30, 2026 |
| Carmel Capital Partners, LLC | $303,291,880 | 148 | $2,049,269 | June 30, 2026 |
| Four Tree Island Advisory LLC | $303,246,629 | 24 | $12,635,276 | June 30, 2026 |
| Alliance Wealth Advisors, LLC | $303,081,637 | 172 | $1,762,103 | June 30, 2026 |
| Brick & Kyle, Associates | $302,935,409 | 96 | $3,155,577 | June 30, 2026 |
| David Kennon Inc | $302,631,380 | 45 | $6,725,142 | June 30, 2026 |
| First Dallas Securities Inc. | $302,570,738 | 125 | $2,420,566 | June 30, 2026 |
| 44 WEALTH MANAGEMENT LLC | $302,113,638 | 184 | $1,641,922 | June 30, 2026 |
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