Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| FSA Wealth Management LLC | $273,167,066 | 574 | $475,901 | Sept. 30, 2025 Stale |
| Mendel Money Management | $273,122,693 | 127 | $2,150,572 | June 30, 2026 |
| Rubicon Global Capital Ltd | $272,862,424 | 12 | $22,738,535 | June 30, 2026 |
| SB Capital Management Inc | $272,844,208 | 93 | $2,933,809 | Dec. 31, 2025 Stale |
| TL Private Wealth | $272,691,834 | 54 | $5,049,849 | June 30, 2026 |
| Lunt Capital Management, Inc. | $272,637,762 | 90 | $3,029,308 | June 30, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | $272,542,409 | 104 | $2,620,600 | June 30, 2026 |
| Alden Global Capital LLC | $272,528,863 | 19 | $14,343,624 | June 30, 2026 |
| RBA Wealth Management, LLC | $272,501,079 | 80 | $3,406,263 | June 30, 2026 |
| Burford Brothers, Inc. | $272,488,237 | 182 | $1,497,188 | June 30, 2026 |
| Lakeridge Wealth Management LLC | $272,483,257 | 188 | $1,449,379 | June 30, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | $272,208,657 | 149 | $1,826,904 | June 30, 2026 |
| AMERICAN FINANCIAL GROUP INC | $272,181,054 | 73 | $3,728,508 | June 30, 2026 |
| FORONJY FINANCIAL LLC | $272,156,610 | 108 | $2,519,969 | June 30, 2026 |
| Meramec Financial Planners, LLC | $272,103,165 | 550 | $494,733 | June 30, 2026 |
| SWAN Capital LLC | $272,034,429 | 553 | $491,925 | March 31, 2026 Previous quarter |
| Martin Capital Partners, LLC | $271,960,423 | 72 | $3,777,228 | June 30, 2026 |
| Grove Bank & Trust | $271,608,121 | 886 | $306,555 | June 30, 2026 |
| Emprise Bank | $271,488,270 | 109 | $2,490,718 | June 30, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | $271,357,047 | 254 | $1,068,335 | June 30, 2026 |
| Long Road Investment Counsel, LLC | $271,330,512 | 80 | $3,391,631 | June 30, 2026 |
| MTCO Ltd. | $271,303,685 | 4 | $67,825,921 | June 30, 2026 |
| Bernard Wealth Management Corp. | $271,261,127 | 325 | $834,650 | June 30, 2026 |
| Agate Pass Investment Management, LLC | $271,223,084 | 109 | $2,488,285 | June 30, 2026 |
| Eurizon SLJ Capital Ltd | $271,167,708 | 172 | $1,576,556 | June 30, 2026 |
| Orin Green Financial, LLC | $271,050,814 | 83 | $3,265,672 | June 30, 2026 |
| M1 Capital Management LLC | $270,782,619 | 113 | $2,396,306 | June 30, 2026 |
| Avalon Advisory Group | $270,773,221 | 14 | $19,340,944 | June 30, 2026 |
| Guerra Advisors Inc | $270,673,129 | 930 | $291,046 | Sept. 30, 2025 Stale |
| Integrity Wealth Solutions LLC | $270,630,406 | 129 | $2,097,910 | June 30, 2026 |
| KALEIDOSCOPE CAPITAL LP | $270,589,646 | 16 | $16,911,853 | June 30, 2026 |
| Burk Holdings LLC | $270,497,204 | 645 | $419,376 | June 30, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | $270,454,475 | 156 | $1,733,683 | June 30, 2026 |
| Evergreen Private Wealth LLC | $270,424,047 | 89 | $3,038,472 | June 30, 2026 |
| Citrine Capital LLC | $270,174,033 | 60 | $4,502,901 | June 30, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $270,111,518 | 47 | $5,747,054 | June 30, 2026 |
| Cassady Schiller Wealth Management, LLC | $270,032,978 | 1,144 | $236,043 | Dec. 31, 2024 Stale |
| ENTREWEALTH, LLC | $269,930,511 | 140 | $1,928,075 | June 30, 2026 |
| NavPoint Financial, Inc. | $269,895,477 | 74 | $3,647,236 | June 30, 2026 |
| Cascades Capital Asset Management, LLC | $269,868,370 | 167 | $1,615,978 | June 30, 2026 |
| Verisail Partners, LLC | $269,761,469 | 26 | $10,375,441 | June 30, 2026 |
| Scott Marsh Financial, LLC | $269,650,982 | 248 | $1,087,302 | June 30, 2025 Stale |
| FMB WEALTH MANAGEMENT | $269,505,747 | 74 | $3,641,970 | June 30, 2026 |
| Titan Wealth (CI) Ltd | $269,297,135 | 51 | $5,280,336 | June 30, 2026 |
| Allie Family Office LLC | $269,253,820 | 107 | $2,516,391 | June 30, 2026 |
| Rosalind Advisors, Inc. | $269,201,776 | 35 | $7,691,479 | June 30, 2026 |
| Game Plan Financial Advisors, LLC | $269,174,651 | 465 | $578,870 | June 30, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | $269,078,785 | 142 | $1,894,921 | June 30, 2026 |
| Christopher J. Hasenberg, Inc | $269,054,297 | 228 | $1,180,063 | June 30, 2025 Stale |
| Zeno Equity Partners LLP | $268,986,611 | 16 | $16,811,663 | June 30, 2026 |
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