Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| CNO Financial Group, Inc. | $98,520,705 | 8 | $12,315,088 | June 30, 2026 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | $98,393,978 | 14 | $7,028,141 | Dec. 31, 2024 Stale |
| PUFF WEALTH MANAGEMENT, LLC | $98,090,900 | 77 | $1,273,908 | June 30, 2026 |
| Zinnia Wealth Advisory, LLC | $98,060,768 | 97 | $1,010,936 | June 30, 2026 |
| Drum Hill Capital, LLC | $97,996,757 | 45 | $2,177,706 | June 30, 2026 |
| Terra Alpha Investments LLC | $97,743,661 | 32 | $3,054,489 | Dec. 31, 2025 Stale |
| Elevation Advisory Partners LLC | $97,683,125 | 48 | $2,035,065 | June 30, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | $97,361,060 | 110 | $885,101 | June 30, 2026 |
| Schrum Private Wealth Management LLC | $97,349,328 | 109 | $893,113 | June 30, 2026 |
| Lloyd Harbor Capital Management, LLC | $97,179,027 | 18 | $5,398,835 | June 30, 2026 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | $96,957,971 | 8 | $12,119,746 | June 30, 2026 |
| Skyview Financial Group LLC | $96,907,133 | 57 | $1,700,125 | Dec. 31, 2025 Stale |
| OPTIMAS CAPITAL Ltd | $96,901,593 | 15 | $6,460,106 | June 30, 2026 |
| Impact Investors, Inc | $96,711,798 | 88 | $1,098,998 | June 30, 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | $96,587,425 | 14 | $6,899,102 | March 31, 2026 Previous quarter |
| Kore Advisors LP | $96,227,375 | 17 | $5,660,434 | June 30, 2026 |
| INKWELL CAPITAL LLC | $96,168,064 | 31 | $3,102,196 | June 30, 2026 |
| John & Kathleen Schreiber Foundation | $95,750,173 | 4 | $23,937,543 | June 30, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | $95,259,685 | 53 | $1,797,353 | June 30, 2026 |
| AIP, LLC | $95,192,485 | 2 | $47,596,243 | June 30, 2026 |
| HALL LAURIE J TRUSTEE | $95,130,471 | 103 | $923,597 | June 30, 2026 |
| FORMULATE FINANCIAL LLC | $95,007,993 | 26 | $3,654,154 | June 30, 2026 |
| American Assets Capital Advisers | $94,749,433 | 36 | $2,631,929 | Sept. 30, 2025 Stale |
| Capitol Family Office, Inc. | $94,684,311 | 46 | $2,058,355 | June 30, 2026 |
| Integrated Wealth Management | $94,676,615 | 91 | $1,040,402 | June 30, 2026 |
| EDBI Pte Ltd | $94,409,678 | 14 | $6,743,548 | Dec. 31, 2024 Stale |
| Geremia Financial Services, LLC | $94,312,699 | 9 | $10,479,189 | June 30, 2026 |
| In-Depth Partners, LLC | $94,267,340 | 9 | $10,474,149 | Sept. 30, 2025 Stale |
| SkyKnight Capital, L.P. | $94,129,466 | 3 | $31,376,489 | June 30, 2026 |
| Divco West Real Estate Services, LLC | $94,041,474 | 4 | $23,510,369 | June 30, 2026 |
| Treynor Bancshares, Inc. | $94,008,383 | 50 | $1,880,168 | Dec. 31, 2024 Stale |
| Eurizon Asset Management Hungary Ltd. | $93,921,152 | 21 | $4,472,436 | June 30, 2026 |
| University of Cambridge Investment Management Ltd | $93,891,982 | 1 | $93,891,982 | June 30, 2026 |
| Fortune Financial Group, Inc. | $93,779,843 | 119 | $788,066 | June 30, 2026 |
| T3 Companies, LLC | $93,652,442 | 180 | $520,291 | June 30, 2026 |
| UCLA Foundation | $93,620,070 | 1 | $93,620,070 | March 31, 2025 Stale |
| WD Thunder CV Ultimate GP LLC | $93,534,564 | 1 | $93,534,564 | June 30, 2026 |
| MENDON CAPITAL ADVISORS CORP | $93,470,762 | 46 | $2,031,973 | June 30, 2026 |
| Square Wave Partners, L.P. | $93,446,005 | 8 | $11,680,751 | March 31, 2025 Stale |
| PICTET BANK & TRUST Ltd | $93,270,244 | 38 | $2,454,480 | June 30, 2026 |
| Sonoma Private Wealth LLC | $93,104,706 | 72 | $1,293,121 | June 30, 2026 |
| Covey Capital Advisors, LLC | $92,912,141 | 42 | $2,212,194 | June 30, 2025 Stale |
| Meadowbrook Wealth Management, LLC | $92,858,772 | 81 | $1,146,405 | June 30, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | $92,752,291 | 39 | $2,378,264 | June 30, 2026 |
| Aflac Inc | $92,629,035 | 4 | $23,157,259 | June 30, 2026 |
| DAVIDSON TRUST CO | $92,509,904 | 190 | $486,894 | June 30, 2026 |
| Jackson Brooke LLC | $92,395,080 | 1 | $92,395,080 | June 30, 2026 |
| Deuterium Capital Management, LLC | $92,392,730 | 24 | $3,849,697 | June 30, 2026 |
| Significant Wealth Partners LLC | $92,356,861 | 116 | $796,180 | June 30, 2026 |
| DB&C Advisors, LLC | $92,352,655 | 76 | $1,215,167 | June 30, 2026 |
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