Institutional Investors

Institution Portfolio value Positions Avg position As of
HILLMAN CO $282,598,926 14 $20,185,638 June 30, 2026
ALEXANDER LABRUNERIE & CO., INC. $282,443,885 125 $2,259,551 June 30, 2026
BKM Wealth Management, LLC $282,362,299 148 $1,907,853 June 30, 2026
Selby Wealth Management, LLC $282,096,161 83 $3,398,749 June 30, 2026
Keeler Thomas Management LLC $282,058,553 135 $2,089,323 June 30, 2026
Juno Financial Group LLC $281,998,995 73 $3,863,000 June 30, 2026
Chicago Wealth Management, Inc. $281,906,061 63 $4,474,699 June 30, 2026
INTREPID CAPITAL MANAGEMENT INC $281,850,518 109 $2,585,785 June 30, 2026
BANK OF STOCKTON $281,794,517 126 $2,236,464 June 30, 2026
Full Sail Capital, LLC $281,648,972 308 $914,445 Sept. 30, 2025 Stale
McNaughton Wealth Management, LLC $281,616,582 75 $3,754,888 June 30, 2026
Sunflower Bank, N.A. $281,557,598 159 $1,770,803 June 30, 2026
SOUTHERN MICHIGAN BANK & TRUST $281,301,017 422 $666,590 June 30, 2026
Montz Harcus Wealth Management LLC $281,018,640 100 $2,810,186 June 30, 2026
Abich Financial Wealth Management LLC $280,914,063 655 $428,876 Sept. 30, 2025 Stale
My Legacy Advisors, LLC $280,788,508 206 $1,363,051 June 30, 2025 Stale
Houlihan Financial Resource Group, Ltd. $280,580,290 113 $2,483,011 June 30, 2026
Reliant Investment Management, LLC $280,549,974 55 $5,100,909 June 30, 2026
WIN ADVISORS, INC $280,516,334 75 $3,740,218 June 30, 2026
MARIPAU WEALTH MANAGEMENT LLC $280,450,892 177 $1,584,468 June 30, 2026
Panoramic Hills Capital Ltd $280,326,800 2 $140,163,400 March 31, 2026 Previous quarter
Fluent Financial, LLC $280,182,614 57 $4,915,484 June 30, 2026
TradeWell Securities, LLC. $280,128,523 52 $5,387,087 June 30, 2026
Employees' Retirement Fund of the City of Fort Worth $280,123,608 21 $13,339,219 June 30, 2026
Sagil Capital LLP $280,044,356 25 $11,201,774 June 30, 2026
Clarity Capital Partners LLC $279,975,026 113 $2,477,655 June 30, 2025 Stale
Silver Lake Advisory, LLC $279,863,361 109 $2,567,554 June 30, 2026
BAYSHORE ASSET MANAGEMENT, LLC $279,804,602 52 $5,380,858 June 30, 2026
Orange County Employees Retirement System $279,644,107 2 $139,822,054 June 30, 2026
Mechanics Financial Corp $279,549,169 296 $944,423 June 30, 2026
Hillcrest Wealth Advisors - NY, LLC $279,429,521 56 $4,989,813 June 30, 2026
Cape Investment Advisory, Inc. $279,291,333 1,449 $192,748 June 30, 2026
INVENIO WEALTH PARTNERS LLC $279,216,465 89 $3,137,264 June 30, 2026
REDW Wealth LLC $279,086,423 104 $2,683,523 June 30, 2026
Roubaix Capital, LLC $278,900,858 50 $5,578,017 June 30, 2026
Madden Advisory Services, Inc. $278,876,353 110 $2,535,240 June 30, 2026
CAMPBELL CAPITAL MANAGEMENT INC $278,760,721 37 $7,534,074 June 30, 2026
Altman Advisors, Inc. $278,655,253 93 $2,996,293 June 30, 2026
Cresta Advisors, Ltd. $278,589,646 54 $5,159,068 June 30, 2026
YARGER WEALTH STRATEGIES, LLC $278,362,541 136 $2,046,783 June 30, 2026
SHAKER INVESTMENTS LLC/OH $278,245,175 87 $3,198,220 June 30, 2026
Graney & King, LLC $278,244,166 382 $728,388 June 30, 2026
Quad-Cities Investment Group, LLC $278,231,780 209 $1,331,253 June 30, 2026
Equity Wealth Partners, LLC $278,225,535 109 $2,552,528 June 30, 2026
FEARNLEY ASSET MANAGEMENT AS $278,129,257 16 $17,383,079 June 30, 2026
SFG Wealth Management, LLC. $278,057,228 113 $2,460,683 June 30, 2026
Ananym Capital Management, LP $277,965,068 8 $34,745,634 June 30, 2026
Union Square Park Capital Management, LLC $277,950,099 60 $4,632,502 June 30, 2026
Retirement Planning Co of New England, Inc. $277,899,602 260 $1,068,845 June 30, 2026
Vision One Management Partners, LP $277,754,578 8 $34,719,322 June 30, 2026
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