Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Cambridge Financial Group, Inc. | $287,376,323 | 33 | $8,708,373 | June 30, 2026 |
| Murphy Pohlad Asset Management LLC | $287,143,058 | 135 | $2,126,986 | June 30, 2026 |
| QTR Family Wealth, LLC | $287,020,392 | 337 | $851,693 | June 30, 2026 |
| GPI CAPITAL, L.P. | $286,860,373 | 4 | $71,715,093 | June 30, 2025 Stale |
| OGBORNE CAPITAL MANAGEMENT, LLC | $286,858,426 | 13 | $22,066,033 | June 30, 2026 |
| Red Spruce Capital, LLC | $286,776,479 | 94 | $3,050,814 | June 30, 2026 |
| Beverly Hills Private Wealth, LLC | $286,731,183 | 255 | $1,124,436 | June 30, 2026 |
| Metavasi Capital LP | $286,724,626 | 25 | $11,468,985 | June 30, 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | $286,650,669 | 41 | $6,991,480 | June 30, 2026 |
| Shira Ridge Wealth Management | $286,614,205 | 83 | $3,453,183 | June 30, 2026 |
| O'ROURKE & COMPANY, Inc | $286,548,919 | 177 | $1,618,920 | June 30, 2026 |
| BANK OZK | $286,545,001 | 159 | $1,802,170 | June 30, 2026 |
| Trueblood Wealth Management, LLC | $286,474,290 | 261 | $1,097,603 | June 30, 2026 |
| Sphera Management Technology Funds Ltd | $286,255,086 | 86 | $3,328,548 | June 30, 2026 |
| GARDA CAPITAL PARTNERS LP | $286,152,570 | 12 | $23,846,048 | June 30, 2026 |
| Luken Investment Analytics, LLC | $286,060,719 | 169 | $1,692,667 | June 30, 2026 |
| Penney Financial, LLC | $286,051,174 | 53 | $5,397,192 | June 30, 2026 |
| ICW Investment Advisors LLC | $285,688,925 | 144 | $1,983,951 | June 30, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | $285,527,341 | 34 | $8,397,863 | June 30, 2026 |
| Adaptive Financial Consulting, LLC | $285,493,105 | 20 | $14,274,655 | June 30, 2026 |
| Lewis Asset Management, LLC | $285,461,141 | 219 | $1,303,476 | June 30, 2026 |
| Strait & Sound Wealth Management LLC | $285,219,302 | 174 | $1,639,191 | June 30, 2026 |
| HFM Investment Advisors, LLC | $285,179,602 | 1,293 | $220,557 | June 30, 2026 |
| Legal Advantage Investments, Inc. | $285,141,091 | 77 | $3,703,131 | June 30, 2026 |
| Blue Investment Partners LLC | $285,087,933 | 52 | $5,482,460 | June 30, 2025 Stale |
| Midwest Financial Group LLC | $285,053,423 | 136 | $2,095,981 | June 30, 2026 |
| Choice Wealth Advisors LLC | $284,955,541 | 35 | $8,141,587 | June 30, 2026 |
| MBE Wealth Management, LLC | $284,450,557 | 170 | $1,673,239 | June 30, 2026 |
| FORMULA GROWTH LTD | $284,331,938 | 145 | $1,960,910 | June 30, 2026 |
| Advantage Trust Co | $284,257,637 | 197 | $1,442,932 | June 30, 2026 |
| Vivid Wealth Management, LLC | $284,183,628 | 73 | $3,892,926 | June 30, 2026 |
| Horan Securities, Inc. | $284,182,077 | 152 | $1,869,619 | June 30, 2025 Stale |
| FULLCIRCLE WEALTH LLC | $283,919,881 | 262 | $1,083,664 | Sept. 30, 2025 Stale |
| Bandera Partners LLC | $283,918,174 | 19 | $14,943,062 | June 30, 2026 |
| CUMBERLAND ADVISORS INC | $283,817,326 | 49 | $5,792,190 | June 30, 2026 |
| Fourth Dimension Wealth, LLC | $283,795,555 | 678 | $418,578 | June 30, 2026 |
| Rise Advisors, LLC | $283,748,750 | 94 | $3,018,604 | March 31, 2026 Previous quarter |
| 1776 Wealth LLC | $283,729,250 | 152 | $1,866,640 | June 30, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $283,640,044 | 96 | $2,954,584 | June 30, 2026 |
| FreeGulliver LLC | $283,615,278 | 123 | $2,305,815 | June 30, 2026 |
| Affinity Partners GP LP | $283,588,629 | 1 | $283,588,629 | June 30, 2026 |
| Sellwood Investment Partners LLC | $283,551,289 | 59 | $4,805,954 | June 30, 2026 |
| PATRIOT FINANCIAL PARTNERS GP, LP | $283,528,357 | 9 | $31,503,151 | June 30, 2025 Stale |
| Game Creek Capital, LP | $283,328,095 | 77 | $3,679,586 | June 30, 2026 |
| BEACONLIGHT CAPITAL, LLC | $283,252,067 | 33 | $8,583,396 | June 30, 2026 |
| Flagship Private Wealth, LLC | $282,897,357 | 116 | $2,438,770 | June 30, 2026 |
| Seneca House Advisors | $282,851,146 | 103 | $2,746,128 | June 30, 2026 |
| THOMAS STORY & SON LLC | $282,832,289 | 53 | $5,336,458 | June 30, 2026 |
| O'Connor Financial Group LLC | $282,731,993 | 69 | $4,097,565 | June 30, 2026 |
| SHARIAPORTFOLIO, INC. | $282,599,699 | 43 | $6,572,086 | June 30, 2026 |
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