Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Avise Financial Cooperative, Inc. | $141,007,562 | 114 | $1,236,908 | June 30, 2026 |
| NORTH DALLAS BANK & TRUST CO | $141,167,926 | 113 | $1,249,274 | June 30, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | $141,204,689 | 43 | $3,283,830 | June 30, 2026 |
| Alessandra Capital Management, LLC | $141,293,065 | 127 | $1,112,544 | June 30, 2026 |
| Veratis Advisors, Inc. | $141,300,510 | 84 | $1,682,149 | June 30, 2026 |
| NESTEGG ADVISORS, INC. | $141,410,038 | 53 | $2,668,114 | June 30, 2026 |
| Merited Wealth, LLC | $141,417,765 | 73 | $1,937,230 | June 30, 2026 |
| PartnerRe Asset Management CORP | $141,500,786 | 2 | $70,750,393 | June 30, 2026 |
| Keenan, LLC | $141,556,625 | 45 | $3,145,703 | June 30, 2026 |
| L1 Global Manager Pty Ltd | $141,558,267 | 121 | $1,169,903 | June 30, 2026 |
| iSAM Funds (UK) Ltd | $141,612,205 | 241 | $587,603 | June 30, 2026 |
| TRAVELERS COMPANIES, INC. | $141,638,454 | 2 | $70,819,227 | June 30, 2026 |
| K2 Financial Inc. | $141,691,597 | 60 | $2,361,527 | June 30, 2026 |
| Camelot Portfolios, LLC | $141,820,924 | 202 | $702,084 | June 30, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | $141,864,768 | 39 | $3,637,558 | June 30, 2026 |
| Kropog Financial Group, LLC | $141,908,278 | 39 | $3,638,674 | June 30, 2026 |
| Connective Capital Management, LLC | $141,927,753 | 70 | $2,027,539 | June 30, 2026 |
| HALLSTATT ADVISORS L.P. | $141,931,398 | 13 | $10,917,800 | June 30, 2026 |
| ASL Financial, LLC | $141,972,741 | 99 | $1,434,068 | June 30, 2026 |
| MY Wealth Management Inc. | $142,002,292 | 46 | $3,087,006 | June 30, 2026 |
| Legacy Advisory Services, LLC | $142,058,204 | 54 | $2,630,707 | June 30, 2026 |
| KHIS Custodian LP | $142,084,301 | 1 | $142,084,301 | June 30, 2026 |
| Mountain Capital Management, LLC | $142,101,933 | 1 | $142,101,933 | Dec. 31, 2025 Stale |
| BARINGTON COMPANIES MANAGEMENT, LLC | $142,176,084 | 9 | $15,797,343 | June 30, 2026 |
| Richwood Investment Advisors, LLC | $142,180,806 | 106 | $1,341,328 | June 30, 2026 |
| Greenhouse Wealth Management, LLC | $142,269,344 | 52 | $2,735,949 | June 30, 2026 |
| Brandywine Asset Management, Inc. | $142,293,917 | 15 | $9,486,261 | Dec. 31, 2025 Stale |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $142,351,448 | 408 | $348,901 | June 30, 2026 |
| Seelaus Asset Management LLC | $142,391,257 | 204 | $697,996 | June 30, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | $142,401,987 | 108 | $1,318,537 | June 30, 2026 |
| 1858 WEALTH MANAGEMENT, LLC | $142,425,869 | 113 | $1,260,406 | Sept. 30, 2025 Stale |
| Somerset Group LLC | $142,466,432 | 58 | $2,456,318 | June 30, 2026 |
| Peak Wealth Management LLC | $142,523,903 | 59 | $2,415,659 | June 30, 2026 |
| CLEARFIELD CAPITAL MANAGEMENT LP | $142,577,240 | 5 | $28,515,448 | June 30, 2026 |
| Emmett Investment Management, LP | $142,607,331 | 28 | $5,093,119 | June 30, 2026 |
| OUTFITTERS FINANCIAL LLC | $142,629,422 | 80 | $1,782,868 | June 30, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | $142,633,090 | 104 | $1,371,472 | June 30, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $142,690,936 | 44 | $3,242,976 | June 30, 2026 |
| Gilbert Capital Group, Inc. | $142,755,295 | 56 | $2,549,202 | June 30, 2026 |
| LifePlan Financial, LLC | $142,766,889 | 89 | $1,604,122 | June 30, 2026 |
| White Knight Strategic Wealth Advisors, LLC | $142,772,498 | 89 | $1,604,185 | June 30, 2026 |
| Repertoire Partners LP | $142,795,204 | 10 | $14,279,520 | June 30, 2025 Stale |
| STRATEGIC VALUE BANK PARTNERS LLC | $142,820,850 | 10 | $14,282,085 | June 30, 2026 |
| Nvest Wealth Strategies, Inc. | $142,830,659 | 395 | $361,597 | March 31, 2026 Previous quarter |
| Midwestern Financial, LLC /IA | $142,830,768 | 54 | $2,645,014 | June 30, 2026 |
| Asset Planning,Inc | $142,912,991 | 334 | $427,883 | June 30, 2026 |
| MATTERS CAPITAL LLC | $142,916,754 | 75 | $1,905,557 | June 30, 2026 |
| COMMONS CAPITAL, LLC | $142,924,017 | 96 | $1,488,792 | June 30, 2026 |
| Potomac Capital Management, Inc. | $142,985,686 | 68 | $2,102,731 | June 30, 2026 |
| GRIZZLYROCK CAPITAL, LLC | $142,994,368 | 20 | $7,149,718 | June 30, 2026 |
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