Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Martin Capital Advisors, LLP | $190,778,380 | 77 | $2,477,641 | June 30, 2026 |
| Keystone Financial Group, Inc. | $190,532,427 | 122 | $1,561,741 | June 30, 2026 |
| Gridiron Partners, LLC | $190,511,241 | 51 | $3,735,515 | June 30, 2026 |
| Broderick Brian C | $190,464,507 | 95 | $2,004,890 | June 30, 2026 |
| GK Wealth Management LLC | $190,455,530 | 234 | $813,913 | June 30, 2026 |
| R Squared Ltd | $190,447,284 | 509 | $374,160 | June 30, 2026 |
| ES4, LLC | $190,381,269 | 32 | $5,949,415 | June 30, 2026 |
| BETO FINANCIAL GROUP, LLC | $190,361,955 | 154 | $1,236,117 | June 30, 2026 |
| Alpha Financial Partners LLC | $190,341,124 | 118 | $1,613,060 | June 30, 2026 |
| Blue Oak Capital, LLC | $190,298,491 | 67 | $2,840,276 | June 30, 2025 Stale |
| CHESAPEAKE CAPITAL CORP /IL/ | $190,255,093 | 169 | $1,125,770 | June 30, 2026 |
| Niatross Investments Ltd | $190,184,786 | 1 | $190,184,786 | June 30, 2026 |
| SIB LLC | $189,842,693 | 19 | $9,991,721 | Dec. 31, 2024 Stale |
| Arbiter Partners Capital Management LLC | $189,801,476 | 42 | $4,519,083 | June 30, 2026 |
| Lykos Global Management, LP | $189,769,841 | 4 | $47,442,460 | June 30, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | $189,671,275 | 6 | $31,611,879 | June 30, 2026 |
| DAHRING | CUSMANO LLC | $189,633,777 | 62 | $3,058,609 | June 30, 2026 |
| Hara Capital LLC | $189,602,845 | 304 | $623,694 | June 30, 2026 |
| AllSquare Wealth Management LLC | $189,494,516 | 539 | $351,567 | Sept. 30, 2025 Stale |
| Acasta Partners UK LLP | $189,486,410 | 18 | $10,527,023 | June 30, 2026 |
| Fearless Solutions, LLC dba Best Invest | $189,389,428 | 139 | $1,362,514 | June 30, 2026 |
| FWG Investments, LLC. | $189,014,663 | 116 | $1,629,437 | June 30, 2026 |
| Madrid Financial Services | $188,985,672 | 26 | $7,268,680 | June 30, 2026 |
| PUZO MICHAEL J | $188,967,480 | 66 | $2,863,144 | June 30, 2026 |
| FFG RETIREMENT ADVISORS LLC | $188,907,329 | 43 | $4,393,194 | June 30, 2026 |
| Councilmark Asset Management, LLC | $188,898,186 | 84 | $2,248,788 | June 30, 2026 |
| Bauman Advisory Group, LLC | $188,877,215 | 81 | $2,331,817 | June 30, 2026 |
| Knott David M Jr | $188,866,340 | 84 | $2,248,409 | June 30, 2026 |
| CoreFirst Bank & Trust | $188,860,669 | 279 | $676,920 | June 30, 2026 |
| SALT Holding Corp. | $188,754,647 | 25 | $7,550,186 | June 30, 2026 |
| Nalanda India Fund LTD | $188,653,078 | 1 | $188,653,078 | June 30, 2025 Stale |
| VestGen Investment Management | $188,529,944 | 218 | $864,816 | June 30, 2026 |
| General Catalyst Group Management, LLC | $188,517,817 | 14 | $13,465,558 | June 30, 2026 |
| CINCINNATI CASUALTY CO | $188,475,652 | 24 | $7,853,152 | June 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $188,385,043 | 513 | $367,222 | June 30, 2026 |
| Ledgewood Wealth Advisors, LLC | $188,358,833 | 77 | $2,446,219 | June 30, 2026 |
| Isabella Capital Management LLP | $188,341,143 | 8 | $23,542,643 | June 30, 2026 |
| Clarity Asset Management, Inc. | $188,300,286 | 66 | $2,853,035 | June 30, 2026 |
| Traction Financial Partners, LLC | $188,274,363 | 61 | $3,086,465 | June 30, 2026 |
| Astra Wealth Partners LLC | $188,056,638 | 104 | $1,808,237 | June 30, 2026 |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | $188,044,556 | 39 | $4,821,655 | June 30, 2026 |
| Inman Jager Wealth Management, LLC | $187,913,730 | 90 | $2,087,930 | June 30, 2026 |
| Old Peak Finance LLC | $187,893,797 | 102 | $1,842,096 | June 30, 2026 |
| PSP Research LLC | $187,882,190 | 75 | $2,505,096 | June 30, 2026 |
| Trivant Custom Portfolio Group, LLC | $187,783,486 | 82 | $2,290,043 | June 30, 2026 |
| Kingstone Capital Partners Texas, LLC | $187,775,118 | 60 | $3,129,585 | June 30, 2026 |
| Dynamic Wealth Strategies, LLC | $187,754,065 | 291 | $645,203 | June 30, 2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $187,669,035 | 62 | $3,026,920 | June 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | $187,552,386 | 427 | $439,233 | June 30, 2026 |
| St. Louis Financial Planners Asset Management, LLC | $187,544,654 | 30 | $6,251,488 | June 30, 2026 |
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