Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Sierra Capital LLC | $622,769,978 | 228 | $2,731,447 | June 30, 2026 |
| TB Alternative Assets Ltd. | $623,051,692 | 34 | $18,325,050 | June 30, 2026 |
| Proactive Wealth Strategies LLC | $623,162,103 | 222 | $2,807,037 | June 30, 2026 |
| Pettinga Financial Advisors LLC | $623,547,235 | 156 | $3,997,098 | June 30, 2026 |
| Al Mehwar Commercial Investments LLC | $623,946,791 | 1 | $623,946,791 | Dec. 31, 2025 Stale |
| Davidson Capital Management Inc. | $624,227,291 | 96 | $6,502,368 | June 30, 2026 |
| Avidity Partners Management LP | $624,441,478 | 45 | $13,876,477 | June 30, 2026 |
| Chemistry Wealth Management LLC | $625,154,685 | 210 | $2,976,927 | June 30, 2026 |
| RAM Investment Partners, LLC | $625,271,052 | 127 | $4,923,394 | June 30, 2026 |
| THIRD AVENUE MANAGEMENT LLC | $625,342,170 | 55 | $11,369,858 | June 30, 2026 |
| Bellecapital International Ltd. | $625,429,484 | 123 | $5,084,793 | June 30, 2026 |
| LMG Wealth Partners, LLC | $625,801,366 | 166 | $3,769,888 | June 30, 2026 |
| BRIGHT VALLEY CAPITAL Ltd | $625,996,420 | 21 | $29,809,353 | June 30, 2026 |
| Paradice Investment Management LLC | $626,527,417 | 21 | $29,834,639 | June 30, 2026 |
| PKS Advisory Services, LLC | $626,580,698 | 380 | $1,648,897 | June 30, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | $627,182,633 | 74 | $8,475,441 | June 30, 2026 |
| Financial Strategies Group, Inc. | $627,581,664 | 100 | $6,275,817 | June 30, 2026 |
| Elk River Wealth Management LLC | $627,705,571 | 103 | $6,094,229 | June 30, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | $627,762,024 | 202 | $3,107,733 | June 30, 2026 |
| RBO & CO LLC | $628,130,527 | 56 | $11,216,617 | June 30, 2026 |
| D L CARLSON INVESTMENT GROUP INC | $628,149,462 | 133 | $4,722,928 | June 30, 2026 |
| Formidable Asset Management, LLC | $628,770,725 | 387 | $1,624,731 | June 30, 2026 |
| DUDLEY & SHANLEY, INC. | $629,249,361 | 37 | $17,006,739 | June 30, 2026 |
| Stenger Family Office, LLC | $629,358,332 | 132 | $4,767,866 | June 30, 2026 |
| St. James Investment Company, LLC | $629,773,671 | 24 | $26,240,570 | June 30, 2026 |
| Trails Edge Capital Partners, LP | $629,911,888 | 35 | $17,997,483 | June 30, 2026 |
| Atlanta Consulting Group Advisors, LLC | $630,802,915 | 185 | $3,409,745 | June 30, 2026 |
| Machina Capital S.A.S. | $631,053,484 | 368 | $1,714,819 | June 30, 2026 |
| Generali Powszechne Towarzystwo Emerytalne | $631,067,550 | 25 | $25,242,702 | June 30, 2026 |
| Kesler, Norman & Wride, LLC | $631,420,352 | 271 | $2,329,964 | June 30, 2026 |
| Peak Retirement Planning, Inc. | $631,630,897 | 194 | $3,255,829 | June 30, 2026 |
| NOVEM GROUP | $631,980,701 | 445 | $1,420,181 | June 30, 2026 |
| GRACE & WHITE INC /NY | $631,998,271 | 133 | $4,751,867 | June 30, 2026 |
| JSF Financial, LLC | $632,160,674 | 142 | $4,451,836 | June 30, 2026 |
| KAHN BROTHERS GROUP INC | $632,672,050 | 48 | $13,180,668 | June 30, 2026 |
| GRIES FINANCIAL LLC | $632,732,582 | 323 | $1,958,924 | Sept. 30, 2025 Stale |
| New Harbor Financial Group, LLC | $632,913,821 | 68 | $9,307,556 | June 30, 2026 |
| AEGIS FINANCIAL CORP | $633,222,856 | 39 | $16,236,483 | June 30, 2026 |
| Patten Group, Inc. | $633,267,586 | 325 | $1,948,516 | June 30, 2026 |
| FFT WEALTH MANAGEMENT LLC | $633,506,350 | 96 | $6,599,024 | June 30, 2026 |
| Altiora Financial Group, LLC | $633,551,767 | 112 | $5,656,712 | June 30, 2026 |
| BOCHK Asset Management Ltd | $634,069,302 | 144 | $4,403,259 | June 30, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | $634,781,594 | 176 | $3,606,714 | June 30, 2026 |
| Golden Reserve Retirement LLC | $634,926,776 | 112 | $5,668,989 | June 30, 2026 |
| Advisors Preferred, LLC | $635,221,973 | 220 | $2,887,373 | June 30, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $635,368,695 | 146 | $4,351,840 | June 30, 2026 |
| Martel Wealth Advisors LLC | $635,688,240 | 61 | $10,421,119 | June 30, 2026 |
| Maytus Capital Management, LLC | $635,729,388 | 62 | $10,253,700 | June 30, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | $636,792,889 | 125 | $5,094,343 | June 30, 2026 |
| Sunriver Management LLC | $636,837,478 | 21 | $30,325,594 | June 30, 2026 |
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