Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Bristlecone Value Partners, LLC | $124,323,367 | 70 | $1,776,048 | June 30, 2026 |
| Qalhat Capital Ltd | $124,345,524 | 1 | $124,345,524 | Sept. 30, 2025 Stale |
| 14B Captial Management LP | $124,410,875 | 18 | $6,911,715 | Dec. 31, 2025 Stale |
| Dempze Nancy E | $124,433,012 | 91 | $1,367,396 | June 30, 2026 |
| Philadelphia Investment Partners, LLC | $124,496,858 | 189 | $658,714 | June 30, 2026 |
| Haven Capital Group, Inc. | $124,517,697 | 37 | $3,365,343 | June 30, 2026 |
| Keene & Associates, Inc. | $124,541,329 | 76 | $1,638,702 | Dec. 31, 2024 Stale |
| Canandaigua National Trust Co of Florida | $124,542,094 | 108 | $1,153,168 | March 31, 2026 Previous quarter |
| Kennebec Savings Bank | $124,604,382 | 284 | $438,748 | June 30, 2026 |
| Box Hill Private Wealth LLC | $124,657,066 | 67 | $1,860,553 | June 30, 2026 |
| Cauble & Harre Wealth Management, Inc. | $124,670,135 | 72 | $1,731,530 | June 30, 2026 |
| Kassira Wealth Management LLC | $124,681,100 | 64 | $1,948,142 | June 30, 2026 |
| Cornerstone Financial Management LLC | $124,683,667 | 1,471 | $84,761 | June 30, 2026 |
| DAG VENTURES, LLC | $124,808,462 | 3 | $41,602,821 | June 30, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $124,850,151 | 93 | $1,342,475 | June 30, 2026 |
| Broussard Financial Group LLC | $124,853,425 | 35 | $3,567,241 | June 30, 2026 |
| Yunqi Capital Ltd | $124,932,122 | 4 | $31,233,031 | June 30, 2026 |
| Campbell Deegan Wealth Management, LLC | $124,939,740 | 53 | $2,357,354 | March 31, 2026 Previous quarter |
| Dougherty & Associates, LLC | $124,978,371 | 52 | $2,403,430 | June 30, 2026 |
| Barnes Dennig Private Wealth Management LLC | $125,028,242 | 365 | $342,543 | June 30, 2026 |
| SOMERVILLE KURT F | $125,057,338 | 97 | $1,289,251 | June 30, 2026 |
| Talisman Wealth Advisors LLC | $125,058,660 | 110 | $1,136,897 | June 30, 2026 |
| SHUTTLEWORTH & Co | $125,060,568 | 51 | $2,452,168 | June 30, 2026 |
| Index Technologies Group LLC | $125,070,781 | 275 | $454,803 | June 30, 2026 |
| O'Domhnaill Enterprises, Inc. | $125,116,882 | 61 | $2,051,096 | June 30, 2026 |
| E6 Portfolios, LLC | $125,158,005 | 97 | $1,290,289 | June 30, 2026 |
| EMG Holdings, L.P. | $125,193,887 | 21 | $5,961,614 | June 30, 2026 |
| Summerhill Capital Management lnc. | $125,266,094 | 18 | $6,959,227 | June 30, 2026 |
| Ascent Capital Management, LLC | $125,268,530 | 63 | $1,988,389 | Sept. 30, 2025 Stale |
| Bretton Capital Management, LLC | $125,307,062 | 20 | $6,265,353 | June 30, 2026 |
| Graetz Wealth LLC | $125,377,262 | 84 | $1,492,586 | June 30, 2026 |
| Signet Private Wealth LLC | $125,417,043 | 127 | $987,536 | June 30, 2026 |
| Katamaran Capital LLP | $125,519,560 | 36 | $3,486,654 | June 30, 2026 |
| Milestones Private Investment Advisors LLC | $125,590,824 | 77 | $1,631,050 | June 30, 2026 |
| W ADVISORS, LLC | $125,626,632 | 153 | $821,089 | June 30, 2026 |
| Heights Point Management, LP | $125,704,361 | 21 | $5,985,922 | June 30, 2026 |
| Smith Partners Wealth Management, LLC | $125,782,587 | 73 | $1,723,049 | June 30, 2026 |
| Clio Asset Management LLC | $125,787,268 | 15 | $8,385,818 | June 30, 2026 |
| Midway Capital Research & Management | $125,816,800 | 114 | $1,103,656 | June 30, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | $125,864,799 | 62 | $2,030,077 | June 30, 2026 |
| Tenere Capital LLC | $125,887,463 | 23 | $5,473,368 | June 30, 2026 |
| Uptown Financial Advisors LLC | $125,891,641 | 76 | $1,656,469 | March 31, 2026 Previous quarter |
| DECADE RENEWABLE PARTNERS LP | $125,982,523 | 27 | $4,666,019 | June 30, 2025 Stale |
| MeadowBrook Investment Advisors LLC | $126,169,113 | 196 | $643,720 | June 30, 2026 |
| University of Wisconsin Foundation | $126,299,395 | 9 | $14,033,266 | June 30, 2026 |
| DRH Investments, Inc. | $126,328,856 | 20 | $6,316,443 | June 30, 2026 |
| York GP, Ltd. | $126,348,894 | 3 | $42,116,298 | June 30, 2026 |
| Notis-McConarty Edward | $126,413,490 | 67 | $1,886,769 | June 30, 2026 |
| Lubar & Co., Inc | $126,428,057 | 3 | $42,142,686 | June 30, 2026 |
| Roxbury Financial LLC | $126,472,952 | 410 | $308,471 | June 30, 2026 |
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