Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Altura Wealth Advisors Inc. | $296,539,840 | 84 | $3,530,236 | June 30, 2026 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $296,513,159 | 10 | $29,651,316 | June 30, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | $296,460,629 | 134 | $2,212,393 | June 30, 2026 |
| ROBOTTI ROBERT | $296,361,313 | 61 | $4,858,382 | June 30, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | $296,339,155 | 82 | $3,613,892 | June 30, 2026 |
| MorganRosel Wealth Management, LLC | $296,251,487 | 104 | $2,848,572 | June 30, 2026 |
| Vernal Point Advisors, LLC | $296,186,304 | 20 | $14,809,315 | June 30, 2026 |
| Wind River Trust Co | $296,106,105 | 12 | $24,675,509 | June 30, 2026 |
| Wrenne Financial Planning LLC | $296,104,830 | 60 | $4,935,081 | June 30, 2026 |
| PJT Investments Corp. | $295,760,725 | 10 | $29,576,073 | June 30, 2026 |
| Investment Research Partners LLC | $295,484,167 | 278 | $1,062,893 | June 30, 2026 |
| Singapore Technologies Telemedia Pte Ltd | $295,365,470 | 1 | $295,365,470 | June 30, 2026 |
| COLRAIN CAPITAL LLC | $295,344,555 | 25 | $11,813,782 | June 30, 2026 |
| Western Standard LLC | $295,253,727 | 27 | $10,935,323 | June 30, 2026 |
| TOWLE & CO | $295,143,758 | 59 | $5,002,437 | June 30, 2026 |
| Clarus Group, Inc. | $295,024,068 | 127 | $2,323,024 | June 30, 2026 |
| Union Heritage Capital, LLC | $294,986,722 | 63 | $4,682,329 | June 30, 2026 |
| Decatur Capital Management, Inc. | $294,831,323 | 53 | $5,562,855 | June 30, 2026 |
| Nepsis Inc. | $294,824,191 | 28 | $10,529,435 | June 30, 2026 |
| Bastion Asset Management Inc. | $294,787,958 | 54 | $5,459,036 | June 30, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | $294,687,471 | 146 | $2,018,407 | June 30, 2026 |
| Global Financial Private Client, LLC | $294,658,667 | 246 | $1,197,799 | June 30, 2026 |
| TrustBank | $294,616,851 | 175 | $1,683,525 | June 30, 2026 |
| BEACON FINANCIAL PLANNING, INC | $294,568,485 | 85 | $3,465,512 | June 30, 2026 |
| Torrey Growth & Income Advisors | $294,470,256 | 108 | $2,726,576 | June 30, 2026 |
| Mainsail Financial Group, LLC | $294,346,106 | 72 | $4,088,140 | June 30, 2026 |
| Intrepid Financial Planning Group LLC | $294,194,438 | 135 | $2,179,218 | June 30, 2026 |
| Landing Point Financial Group, LLC | $294,179,601 | 99 | $2,971,511 | June 30, 2026 |
| Weitzel Financial Services, Inc. | $294,110,186 | 51 | $5,766,866 | June 30, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $294,056,860 | 143 | $2,056,342 | June 30, 2026 |
| Veridan Wealth LLC | $293,962,254 | 86 | $3,418,166 | June 30, 2026 |
| Summit Creek Advisors LLC | $293,787,256 | 64 | $4,590,426 | June 30, 2026 |
| Breakwater Investment Management | $293,733,544 | 600 | $489,556 | June 30, 2026 |
| Decker Retirement Planning Inc. | $293,664,242 | 441 | $665,905 | June 30, 2026 |
| AVISO WEALTH MANAGEMENT | $293,563,910 | 144 | $2,038,638 | June 30, 2026 |
| Meridian Financial Partners LLC | $293,311,472 | 119 | $2,464,802 | June 30, 2026 |
| DC Investments Management, LLC | $293,257,463 | 55 | $5,331,954 | June 30, 2026 |
| Wealth Advisors Northwest LLC | $293,224,012 | 65 | $4,511,139 | June 30, 2026 |
| FIDELIS iM, LLC | $293,197,368 | 27 | $10,859,162 | June 30, 2026 |
| Prudent Man Investment Management, Inc. | $293,116,151 | 169 | $1,734,415 | June 30, 2026 |
| Zullo Investment Group, Inc. | $293,110,125 | 157 | $1,866,943 | June 30, 2026 |
| LHM, INC. | $293,107,427 | 24 | $12,212,809 | June 30, 2026 |
| Stonehearth Capital Management, LLC | $293,073,707 | 94 | $3,117,805 | June 30, 2026 |
| Bay Rivers Group | $293,007,777 | 126 | $2,325,459 | June 30, 2026 |
| Pacifica Capital Investments, LLC | $292,909,294 | 15 | $19,527,286 | June 30, 2026 |
| JDM Financial Group LLC | $292,902,852 | 332 | $882,238 | June 30, 2026 |
| FAMILY WEALTH PARTNERS, LLC | $292,859,029 | 105 | $2,789,134 | March 31, 2026 Previous quarter |
| Abbot Financial Management, Inc. | $292,802,325 | 141 | $2,076,612 | June 30, 2026 |
| Muzinich & Co., Inc. | $292,725,321 | 38 | $7,703,298 | June 30, 2026 |
| Archer Investment Management, LLC | $292,664,741 | 110 | $2,660,589 | June 30, 2026 |
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