Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| NewCorp Financial Services, Inc. | $130,643,820 | 54 | $2,419,330 | June 30, 2026 |
| Ativo Capital Management LLC | $130,571,895 | 56 | $2,331,641 | June 30, 2026 |
| Coordinated Financial Services, Inc./CO | $130,513,991 | 137 | $952,657 | March 31, 2025 Stale |
| WULFF, HANSEN & CO. | $130,474,890 | 109 | $1,197,017 | June 30, 2026 |
| Haven Global Partners, LLC | $130,463,590 | 8 | $16,307,949 | June 30, 2026 |
| Kolinsky Wealth Management, LLC | $130,358,764 | 174 | $749,188 | Dec. 31, 2024 Stale |
| BAYBAN | $130,344,264 | 595 | $219,066 | June 30, 2026 |
| Argyle Capital Partners, LLC | $130,298,558 | 177 | $736,150 | June 30, 2026 |
| 4WEALTH ADVISORS, INC. | $130,276,312 | 151 | $862,757 | June 30, 2026 |
| BankChampaign, National Association | $130,242,047 | 200 | $651,210 | June 30, 2026 |
| McLaughlin Asset Management, Inc. | $130,207,133 | 92 | $1,415,295 | June 30, 2026 |
| R.H. Dinel Investment Counsel, Inc. | $130,201,755 | 40 | $3,255,044 | June 30, 2026 |
| Lynch Investment Planning, LLC | $130,156,556 | 56 | $2,324,224 | June 30, 2026 |
| APS Management Group, Inc. | $130,113,615 | 77 | $1,689,787 | June 30, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $130,038,747 | 135 | $963,250 | June 30, 2026 |
| Troutman Wealth Management, LLC | $129,971,121 | 38 | $3,420,293 | June 30, 2026 |
| DIKER MANAGEMENT LLC | $129,942,000 | 46 | $2,824,826 | June 30, 2026 |
| Forest Hill Capital, LLC | $129,931,847 | 21 | $6,187,231 | June 30, 2026 |
| CPR Investments Inc. | $129,898,724 | 55 | $2,361,795 | June 30, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | $129,869,206 | 106 | $1,225,181 | June 30, 2026 |
| Avail Investment Partners, LLC | $129,829,353 | 199 | $652,409 | June 30, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | $129,818,994 | 80 | $1,622,737 | June 30, 2026 |
| Advocate Investing Services LLC | $129,815,331 | 460 | $282,207 | June 30, 2026 |
| Tandem Investment Partners LLC | $129,744,179 | 76 | $1,707,160 | June 30, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | $129,704,324 | 375 | $345,878 | June 30, 2026 |
| Hudson Oak Wealth Advisory LLC | $129,652,040 | 52 | $2,493,308 | June 30, 2026 |
| Hershey Financial Advisers, LLC | $129,606,989 | 85 | $1,524,788 | June 30, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | $129,553,142 | 24 | $5,398,048 | June 30, 2026 |
| Wolfstich Capital, LLC | $129,518,344 | 19 | $6,816,755 | June 30, 2026 |
| Capital Today Evergreen Fund, L.P. | $129,498,857 | 3 | $43,166,286 | June 30, 2026 |
| Whitebark Investors LP | $129,468,770 | 10 | $12,946,877 | June 30, 2026 |
| Freshford Capital Management, LLC | $129,447,462 | 22 | $5,883,976 | June 30, 2026 |
| Wells Trecaso Financial Group, LLC | $129,442,661 | 80 | $1,618,033 | Sept. 30, 2025 Stale |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $129,353,731 | 62 | $2,086,351 | June 30, 2026 |
| Schaeffer Financial LLC | $129,311,702 | 27 | $4,789,322 | June 30, 2026 |
| Up Capital Management, Inc. | $129,229,079 | 20 | $6,461,454 | June 30, 2026 |
| Santa Clara Valley Transportation Authority | $129,138,253 | 4 | $32,284,563 | June 30, 2026 |
| Sierra Legacy Group | $129,055,052 | 79 | $1,633,608 | June 30, 2026 |
| S Harris Financial Group, LLC | $129,046,131 | 124 | $1,040,695 | June 30, 2026 |
| CenturyLink Investment Management Co | $129,001,706 | 3 | $43,000,569 | June 30, 2026 |
| Hunting Hill Global Capital, LLC | $129,000,741 | 89 | $1,449,447 | March 31, 2026 Previous quarter |
| Sherman Asset Management, Inc. | $128,883,899 | 136 | $947,676 | June 30, 2026 |
| CrossGen Wealth, LLC | $128,733,858 | 214 | $601,560 | June 30, 2026 |
| Koenig Investment Advisory, LLC | $128,730,170 | 37 | $3,479,194 | June 30, 2026 |
| Linden Rose Investment LLC | $128,707,713 | 8 | $16,088,464 | June 30, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $128,688,819 | 41 | $3,138,752 | June 30, 2026 |
| JMN Financial LLC | $128,597,536 | 229 | $561,561 | June 30, 2026 |
| William Howard & Co Financial Advisors Inc | $128,589,823 | 54 | $2,381,293 | June 30, 2026 |
| Ridge Creek Global, Inc | $128,545,276 | 94 | $1,367,503 | June 30, 2026 |
| Accredited Wealth Management, LLC | $128,514,087 | 381 | $337,307 | Sept. 30, 2025 Stale |
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