Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| CINCINNATI CASUALTY CO | $188,475,652 | 24 | $7,853,152 | June 30, 2026 |
| General Catalyst Group Management, LLC | $188,517,817 | 14 | $13,465,558 | June 30, 2026 |
| VestGen Investment Management | $188,529,944 | 218 | $864,816 | June 30, 2026 |
| Nalanda India Fund LTD | $188,653,078 | 1 | $188,653,078 | June 30, 2025 Stale |
| SALT Holding Corp. | $188,754,647 | 25 | $7,550,186 | June 30, 2026 |
| CoreFirst Bank & Trust | $188,860,669 | 279 | $676,920 | June 30, 2026 |
| Knott David M Jr | $188,866,340 | 84 | $2,248,409 | June 30, 2026 |
| Bauman Advisory Group, LLC | $188,877,215 | 81 | $2,331,817 | June 30, 2026 |
| Councilmark Asset Management, LLC | $188,898,186 | 84 | $2,248,788 | June 30, 2026 |
| FFG RETIREMENT ADVISORS LLC | $188,907,329 | 43 | $4,393,194 | June 30, 2026 |
| PUZO MICHAEL J | $188,967,480 | 66 | $2,863,144 | June 30, 2026 |
| Madrid Financial Services | $188,985,672 | 26 | $7,268,680 | June 30, 2026 |
| FWG Investments, LLC. | $189,014,663 | 116 | $1,629,437 | June 30, 2026 |
| Fearless Solutions, LLC dba Best Invest | $189,389,428 | 139 | $1,362,514 | June 30, 2026 |
| Acasta Partners UK LLP | $189,486,410 | 18 | $10,527,023 | June 30, 2026 |
| AllSquare Wealth Management LLC | $189,494,516 | 539 | $351,567 | Sept. 30, 2025 Stale |
| Hara Capital LLC | $189,602,845 | 304 | $623,694 | June 30, 2026 |
| DAHRING | CUSMANO LLC | $189,633,777 | 62 | $3,058,609 | June 30, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | $189,671,275 | 6 | $31,611,879 | June 30, 2026 |
| Lykos Global Management, LP | $189,769,841 | 4 | $47,442,460 | June 30, 2026 |
| Arbiter Partners Capital Management LLC | $189,801,476 | 42 | $4,519,083 | June 30, 2026 |
| SIB LLC | $189,842,693 | 19 | $9,991,721 | Dec. 31, 2024 Stale |
| Niatross Investments Ltd | $190,184,786 | 1 | $190,184,786 | June 30, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | $190,255,093 | 169 | $1,125,770 | June 30, 2026 |
| Blue Oak Capital, LLC | $190,298,491 | 67 | $2,840,276 | June 30, 2025 Stale |
| Alpha Financial Partners LLC | $190,341,124 | 118 | $1,613,060 | June 30, 2026 |
| BETO FINANCIAL GROUP, LLC | $190,361,955 | 154 | $1,236,117 | June 30, 2026 |
| ES4, LLC | $190,381,269 | 32 | $5,949,415 | June 30, 2026 |
| R Squared Ltd | $190,447,284 | 509 | $374,160 | June 30, 2026 |
| GK Wealth Management LLC | $190,455,530 | 234 | $813,913 | June 30, 2026 |
| Broderick Brian C | $190,464,507 | 95 | $2,004,890 | June 30, 2026 |
| Gridiron Partners, LLC | $190,511,241 | 51 | $3,735,515 | June 30, 2026 |
| Keystone Financial Group, Inc. | $190,532,427 | 122 | $1,561,741 | June 30, 2026 |
| Martin Capital Advisors, LLP | $190,778,380 | 77 | $2,477,641 | June 30, 2026 |
| Kentucky Trust Co | $190,781,392 | 311 | $613,445 | March 31, 2026 Previous quarter |
| Legacy Investment Solutions, LLC | $190,961,961 | 747 | $255,639 | June 30, 2025 Stale |
| Magnolia Wealth Management, LLC | $191,047,867 | 17 | $11,238,110 | June 30, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $191,072,779 | 102 | $1,873,263 | June 30, 2026 |
| Propel Bio Management, LLC | $191,085,715 | 29 | $6,589,163 | June 30, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $191,137,210 | 39 | $4,900,954 | June 30, 2026 |
| Pillar Financial Advisors, LLC | $191,182,564 | 114 | $1,677,040 | June 30, 2026 |
| ATMOS ADVISORY, LLC | $191,337,656 | 20 | $9,566,883 | June 30, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | $191,399,195 | 89 | $2,150,553 | June 30, 2026 |
| H PARTNERS MANAGEMENT, LLC | $191,478,000 | 2 | $95,739,000 | June 30, 2026 |
| Strategic Financial Planning, Inc. | $191,566,170 | 41 | $4,672,346 | June 30, 2026 |
| Presper Financial Architects, LLC | $191,667,952 | 55 | $3,484,872 | June 30, 2026 |
| White Wing Wealth Management | $191,672,153 | 40 | $4,791,804 | June 30, 2026 |
| Richmond Hill Investments, LLC | $191,866,404 | 3 | $63,955,468 | Sept. 30, 2025 Stale |
| FIRST HAWAIIAN BANK | $191,891,811 | 91 | $2,108,701 | June 30, 2026 |
| BayBridge Capital Group, LLC | $191,915,555 | 96 | $1,999,120 | June 30, 2026 |
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