Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| HANOVER ADVISORS INC | $277,631,223 | 122 | $2,275,666 | June 30, 2026 |
| Cordant, Inc. | $277,625,862 | 353 | $786,476 | June 30, 2026 |
| Integrated Capital Management, LLC | $277,567,491 | 58 | $4,785,646 | June 30, 2026 |
| Onyx Financial Advisors, LLC | $277,542,539 | 18 | $15,419,030 | June 30, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $277,536,721 | 6 | $46,256,120 | June 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | $277,498,237 | 459 | $604,571 | June 30, 2026 |
| Prime Buchholz LLC | $277,405,977 | 40 | $6,935,149 | June 30, 2026 |
| Hubbell Strickland Wealth Management, LLC | $277,126,973 | 87 | $3,185,368 | June 30, 2026 |
| Values Added Financial LLC | $276,879,046 | 147 | $1,883,531 | June 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | $276,868,013 | 508 | $545,016 | June 30, 2026 |
| Altus Wealth Group LLC | $276,835,370 | 155 | $1,786,035 | June 30, 2026 |
| Exane Asset Management | $276,681,842 | 28 | $9,881,494 | June 30, 2026 |
| Ruggaard & Associates LLC | $276,658,124 | 128 | $2,161,392 | June 30, 2026 |
| Mid-American Wealth Advisory Group, Inc. | $276,591,212 | 66 | $4,190,776 | June 30, 2026 |
| Tumwater Wealth Management, LLC | $276,515,416 | 33 | $8,379,255 | June 30, 2026 |
| Financial Partners Group, LLC | $276,274,596 | 88 | $3,139,484 | June 30, 2025 Stale |
| WD RUTHERFORD LLC | $276,253,749 | 75 | $3,683,383 | June 30, 2026 |
| Bigelow Investment Advisors, LLC | $276,228,695 | 157 | $1,759,418 | June 30, 2026 |
| PARK NATIONAL CORP /OH/ | $276,152,712 | 363 | $760,751 | June 30, 2026 |
| Creekside Partners | $276,134,374 | 193 | $1,430,748 | June 30, 2026 |
| Kilter Group LLC | $276,119,335 | 1,580 | $174,759 | June 30, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | $276,051,132 | 207 | $1,333,580 | June 30, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | $275,901,673 | 78 | $3,537,201 | June 30, 2026 |
| MRA Advisory Group | $275,845,929 | 159 | $1,734,880 | June 30, 2026 |
| Islander Capital Partners, L.P. | $275,714,494 | 13 | $21,208,807 | June 30, 2026 |
| Wealth Analytics Partners, LLC | $275,694,341 | 50 | $5,513,887 | June 30, 2026 |
| Greykasell Wealth Strategies, Inc. | $275,465,260 | 483 | $570,321 | June 30, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | $275,191,819 | 90 | $3,057,687 | June 30, 2026 |
| Valued Wealth Advisors LLC | $275,189,982 | 913 | $301,413 | June 30, 2026 |
| Unique Wealth Strategies, LLC | $275,109,362 | 223 | $1,233,674 | June 30, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | $274,945,834 | 77 | $3,570,725 | June 30, 2026 |
| Vermillion Wealth Management, Inc. | $274,875,542 | 1,545 | $177,913 | June 30, 2026 |
| American Capital Advisory, LLC | $274,789,252 | 1,164 | $236,073 | June 30, 2026 |
| Wills Financial Group LLC | $274,753,259 | 82 | $3,350,650 | June 30, 2026 |
| UHLMANN PRICE SECURITIES, LLC | $274,707,930 | 291 | $944,014 | June 30, 2026 |
| SOF Ltd | $274,479,609 | 1 | $274,479,609 | June 30, 2026 |
| CPV Partners, LLC | $274,444,771 | 5 | $54,888,954 | June 30, 2026 |
| Kerusso Capital Management LLC | $274,429,695 | 58 | $4,731,546 | June 30, 2026 |
| Boulder Wealth Advisors, LLC | $274,293,983 | 35 | $7,836,971 | June 30, 2026 |
| JBR Co Financial Management Inc | $274,091,026 | 133 | $2,060,835 | June 30, 2026 |
| Lowe fs, LLC | $273,960,834 | 395 | $693,572 | Sept. 30, 2025 Stale |
| Chris Bulman Inc | $273,827,009 | 165 | $1,659,558 | June 30, 2026 |
| Kinloch Capital, LLC | $273,657,015 | 79 | $3,464,013 | June 30, 2026 |
| Parker Financial LLC | $273,463,604 | 37 | $7,390,908 | June 30, 2026 |
| Missouri Education Pension Trust | $273,412,874 | 2 | $136,706,437 | June 30, 2026 |
| Dean Capital Management | $273,361,199 | 112 | $2,440,725 | June 30, 2026 |
| Sightline Wealth Advisors, LLC | $273,348,964 | 93 | $2,939,236 | June 30, 2026 |
| LGL PARTNERS, LLC | $273,334,361 | 62 | $4,408,619 | June 30, 2026 |
| Platform Wealth Management, LLC | $273,300,392 | 57 | $4,794,744 | June 30, 2026 |
| Arohi Asset Management PTE Ltd. | $273,241,515 | 7 | $39,034,502 | June 30, 2026 |
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