Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| DAGCO, INC. | $461,324,887 | 353 | $1,306,869 | March 31, 2026 Previous quarter |
| HARRELL INVESTMENT PARTNERS, LLC | $461,327,978 | 144 | $3,203,667 | June 30, 2026 |
| Uncommon Cents Investing LLC | $461,461,848 | 215 | $2,146,334 | June 30, 2026 |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC | $461,530,870 | 11 | $41,957,352 | June 30, 2026 |
| Hartree Partners, LP | $461,663,300 | 118 | $3,912,401 | June 30, 2026 |
| Mokosak Advisory Group, LLC | $461,730,025 | 38 | $12,150,790 | June 30, 2026 |
| Marks Wealth, LLC | $461,941,847 | 19 | $24,312,729 | June 30, 2026 |
| Fielder Capital Group LLC | $461,981,755 | 303 | $1,524,692 | June 30, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | $462,238,275 | 126 | $3,668,558 | June 30, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | $462,332,703 | 122 | $3,789,612 | June 30, 2026 |
| PATTON FUND MANAGEMENT, INC. | $462,369,528 | 86 | $5,376,390 | June 30, 2026 |
| Nikulski Financial, Inc. | $462,549,670 | 180 | $2,569,720 | June 30, 2026 |
| VANTAGE WEALTH | $462,576,526 | 30 | $15,419,218 | Dec. 31, 2025 Stale |
| GREAT OAK CAPITAL PARTNERS, LLC | $462,671,781 | 45 | $10,281,595 | June 30, 2026 |
| Milestone Investment Advisors LLC | $462,713,560 | 141 | $3,281,656 | June 30, 2026 |
| Outlook Wealth Advisors, LLC | $462,720,765 | 305 | $1,517,117 | June 30, 2026 |
| Whitcomb & Hess, Inc. | $462,971,425 | 66 | $7,014,719 | June 30, 2026 |
| Opal Wealth Advisors, LLC | $462,998,349 | 224 | $2,066,957 | June 30, 2026 |
| SWS Partners | $463,021,088 | 108 | $4,287,232 | June 30, 2026 |
| Step Capital Management Pte. Ltd. | $463,084,410 | 26 | $17,810,939 | June 30, 2026 |
| MARINER INVESTMENT GROUP LLC | $463,109,047 | 123 | $3,765,114 | June 30, 2026 |
| Centennial Wealth Advisory LLC | $463,222,543 | 181 | $2,559,241 | June 30, 2026 |
| NBW CAPITAL LLC | $463,554,136 | 111 | $4,176,163 | June 30, 2025 Stale |
| Paradiem, LLC | $463,843,759 | 68 | $6,821,232 | June 30, 2026 |
| SMART Wealth LLC | $464,012,512 | 222 | $2,090,146 | June 30, 2026 |
| Corrigan Financial, Inc. | $464,064,163 | 44 | $10,546,913 | March 31, 2025 Stale |
| RWC ASSET ADVISORS (US) LLC | $464,393,297 | 14 | $33,170,950 | March 31, 2026 Previous quarter |
| CAROLINAS WEALTH CONSULTING LLC | $464,862,884 | 1,012 | $459,351 | March 31, 2025 Stale |
| Eldred Rock Partners, LLC | $465,101,318 | 29 | $16,037,976 | June 30, 2026 |
| Skaana Management L.P. | $465,322,492 | 173 | $2,689,725 | June 30, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | $465,874,282 | 250 | $1,863,497 | June 30, 2026 |
| VELA Investment Management, LLC | $465,898,307 | 165 | $2,823,626 | June 30, 2026 |
| O'Dell Group, LLC | $466,053,510 | 42 | $11,096,512 | Sept. 30, 2025 Stale |
| PILGRIM GLOBAL ADVISORS LLC | $466,131,171 | 3 | $155,377,057 | June 30, 2026 |
| PW Nova Financial Services LLC | $466,207,857 | 208 | $2,241,384 | June 30, 2026 |
| Poehling Capital Management, INC. | $466,251,664 | 166 | $2,808,745 | June 30, 2026 |
| Rothschild Capital Partners, LLC | $466,607,486 | 90 | $5,184,528 | June 30, 2026 |
| CVC Management Holdings II Ltd. | $466,670,793 | 4 | $116,667,698 | June 30, 2026 |
| ADW Capital Management, LLC | $466,925,502 | 11 | $42,447,773 | June 30, 2026 |
| Kelly Financial Services LLC | $467,242,382 | 141 | $3,313,776 | June 30, 2026 |
| Talaria Asset Management Pty Ltd | $467,301,519 | 12 | $38,941,793 | June 30, 2026 |
| Trust Co of the South | $467,305,369 | 146 | $3,200,722 | June 30, 2026 |
| Mizuho Bank, Ltd. | $467,371,740 | 6 | $77,895,290 | June 30, 2026 |
| BRAVE ASSET MANAGEMENT INC | $467,483,418 | 146 | $3,201,941 | June 30, 2026 |
| Steamboat Capital Partners, LLC | $467,564,986 | 59 | $7,924,830 | June 30, 2026 |
| Foyston, Gordon & Payne Inc | $467,633,131 | 68 | $6,876,958 | June 30, 2026 |
| GUIDANCE CAPITAL, INC | $467,638,485 | 233 | $2,007,032 | June 30, 2026 |
| Truffle Hound Capital, LLC | $467,731,763 | 52 | $8,994,842 | June 30, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | $467,746,000 | 37 | $12,641,784 | June 30, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | $467,784,701 | 93 | $5,029,943 | June 30, 2026 |
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