Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Two Point Capital Management, Inc. | $248,247,669 | 30 | $8,274,922 | June 30, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | $248,020,182 | 96 | $2,583,544 | June 30, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | $248,000,522 | 141 | $1,758,869 | June 30, 2026 |
| Dilation Capital Management LP | $247,826,016 | 20 | $12,391,301 | June 30, 2026 |
| True Blue (BVI) Ltd | $247,751,715 | 3 | $82,583,905 | June 30, 2026 |
| North Berkeley Wealth Management, LLC | $247,360,467 | 77 | $3,212,474 | June 30, 2026 |
| Autumn Glory Partners, LLC | $247,330,021 | 212 | $1,166,651 | June 30, 2026 |
| Jackson Square Partners, LLC | $247,323,520 | 47 | $5,262,203 | Sept. 30, 2025 Stale |
| INSIGHT 2811, INC. | $247,300,881 | 108 | $2,289,823 | June 30, 2026 |
| Councilor Wealth, LLC | $247,167,612 | 88 | $2,808,723 | June 30, 2026 |
| Torque Asset Management LLC | $247,023,073 | 11 | $22,456,643 | June 30, 2026 |
| Washington Trust Advisors, Inc. | $247,019,929 | 724 | $341,188 | June 30, 2026 |
| PFS Partners, LLC | $246,981,975 | 599 | $412,324 | June 30, 2026 |
| Fairfield University | $246,970,662 | 4 | $61,742,666 | June 30, 2026 |
| DIXON FNANCIAL SERVICES, INC. | $246,891,247 | 48 | $5,143,568 | June 30, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | $246,814,547 | 74 | $3,335,332 | June 30, 2026 |
| Tribune Investment Group LP | $246,694,384 | 34 | $7,255,717 | June 30, 2026 |
| GARRISON POINT ADVISORS, LLC | $246,564,632 | 176 | $1,400,935 | June 30, 2026 |
| TTP Investments, Inc. | $246,521,211 | 30 | $8,217,374 | June 30, 2026 |
| American State Bank (Iowa) | $246,511,469 | 139 | $1,773,464 | June 30, 2026 |
| Archon Capital Management LLC | $246,300,922 | 43 | $5,727,928 | June 30, 2026 |
| Unison Asset Management LLC | $246,241,959 | 32 | $7,695,061 | June 30, 2026 |
| Midwest Capital Advisors, LLC | $246,189,241 | 210 | $1,172,330 | June 30, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | $246,120,905 | 140 | $1,758,006 | June 30, 2026 |
| NorthStar Asset Management LLC /NJ/ | $246,012,850 | 106 | $2,320,876 | June 30, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | $245,991,778 | 139 | $1,769,725 | June 30, 2026 |
| Taylor Securities Services, Inc. | $245,935,548 | 63 | $3,903,739 | June 30, 2026 |
| POSTROCK PARTNERS LLC | $245,928,064 | 78 | $3,152,924 | June 30, 2026 |
| Socha Financial Group, LLC | $245,875,859 | 14 | $17,562,561 | June 30, 2026 |
| KIECKHEFER GROUP LLC | $245,746,459 | 65 | $3,780,715 | June 30, 2026 |
| LCC Family Corp. | $245,696,518 | 1 | $245,696,518 | June 30, 2026 |
| Fire Capital Management LLC | $245,650,999 | 122 | $2,013,533 | June 30, 2026 |
| P2 Capital Partners, LLC | $245,565,611 | 12 | $20,463,801 | June 30, 2026 |
| STAR Financial Bank | $245,441,994 | 109 | $2,251,761 | June 30, 2026 |
| Avondale Wealth Management | $245,267,271 | 66 | $3,716,171 | June 30, 2026 |
| WESTBOURNE INVESTMENTS, INC. | $245,234,058 | 149 | $1,645,866 | June 30, 2026 |
| I.G.Y. Ltd | $245,182,245 | 3 | $81,727,415 | June 30, 2026 |
| GP Brinson Investments LLC | $244,932,838 | 14 | $17,495,203 | June 30, 2026 |
| Maxwell Wealth Strategies Inc. | $244,925,076 | 110 | $2,226,592 | Dec. 31, 2024 Stale |
| WESTPORT ASSET MANAGEMENT INC | $244,903,573 | 80 | $3,061,295 | June 30, 2026 |
| Sentinel Advisory Group, LLC | $244,892,569 | 60 | $4,081,543 | June 30, 2026 |
| AMERIFLEX GROUP, INC. | $244,730,739 | 1,573 | $155,582 | June 30, 2026 |
| FORTE ASSET MANAGEMENT LLC | $244,647,481 | 77 | $3,177,240 | June 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | $244,627,799 | 494 | $495,198 | June 30, 2026 |
| Spectrum Investment Advisors, Inc. | $244,601,703 | 76 | $3,218,443 | June 30, 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP | $244,476,722 | 34 | $7,190,492 | June 30, 2026 |
| Aspect Management, LLC | $244,393,472 | 1 | $244,393,472 | June 30, 2026 |
| POTENTIA WEALTH | $244,240,411 | 60 | $4,070,674 | June 30, 2026 |
| DOVER ADVISORS, LLC | $244,239,957 | 153 | $1,596,340 | June 30, 2026 |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | $244,213,319 | 6 | $40,702,220 | June 30, 2026 |
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