Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| GRACE & WHITE INC /NY | $631,998,271 | 133 | $4,751,867 | June 30, 2026 |
| NOVEM GROUP | $631,980,701 | 445 | $1,420,181 | June 30, 2026 |
| Peak Retirement Planning, Inc. | $631,630,897 | 194 | $3,255,829 | June 30, 2026 |
| Kesler, Norman & Wride, LLC | $631,420,352 | 271 | $2,329,964 | June 30, 2026 |
| Generali Powszechne Towarzystwo Emerytalne | $631,067,550 | 25 | $25,242,702 | June 30, 2026 |
| Machina Capital S.A.S. | $631,053,484 | 368 | $1,714,819 | June 30, 2026 |
| Atlanta Consulting Group Advisors, LLC | $630,802,915 | 185 | $3,409,745 | June 30, 2026 |
| Trails Edge Capital Partners, LP | $629,911,888 | 35 | $17,997,483 | June 30, 2026 |
| St. James Investment Company, LLC | $629,773,671 | 24 | $26,240,570 | June 30, 2026 |
| Stenger Family Office, LLC | $629,358,332 | 132 | $4,767,866 | June 30, 2026 |
| DUDLEY & SHANLEY, INC. | $629,249,361 | 37 | $17,006,739 | June 30, 2026 |
| Formidable Asset Management, LLC | $628,770,725 | 387 | $1,624,731 | June 30, 2026 |
| D L CARLSON INVESTMENT GROUP INC | $628,149,462 | 133 | $4,722,928 | June 30, 2026 |
| RBO & CO LLC | $628,130,527 | 56 | $11,216,617 | June 30, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | $627,762,024 | 202 | $3,107,733 | June 30, 2026 |
| Elk River Wealth Management LLC | $627,705,571 | 103 | $6,094,229 | June 30, 2026 |
| Financial Strategies Group, Inc. | $627,581,664 | 100 | $6,275,817 | June 30, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | $627,182,633 | 74 | $8,475,441 | June 30, 2026 |
| PKS Advisory Services, LLC | $626,580,698 | 380 | $1,648,897 | June 30, 2026 |
| Paradice Investment Management LLC | $626,527,417 | 21 | $29,834,639 | June 30, 2026 |
| BRIGHT VALLEY CAPITAL Ltd | $625,996,420 | 21 | $29,809,353 | June 30, 2026 |
| LMG Wealth Partners, LLC | $625,801,366 | 166 | $3,769,888 | June 30, 2026 |
| Bellecapital International Ltd. | $625,429,484 | 123 | $5,084,793 | June 30, 2026 |
| THIRD AVENUE MANAGEMENT LLC | $625,342,170 | 55 | $11,369,858 | June 30, 2026 |
| RAM Investment Partners, LLC | $625,271,052 | 127 | $4,923,394 | June 30, 2026 |
| Chemistry Wealth Management LLC | $625,154,685 | 210 | $2,976,927 | June 30, 2026 |
| Avidity Partners Management LP | $624,441,478 | 45 | $13,876,477 | June 30, 2026 |
| Davidson Capital Management Inc. | $624,227,291 | 96 | $6,502,368 | June 30, 2026 |
| Al Mehwar Commercial Investments LLC | $623,946,791 | 1 | $623,946,791 | Dec. 31, 2025 Stale |
| Pettinga Financial Advisors LLC | $623,547,235 | 156 | $3,997,098 | June 30, 2026 |
| Proactive Wealth Strategies LLC | $623,162,103 | 222 | $2,807,037 | June 30, 2026 |
| TB Alternative Assets Ltd. | $623,051,692 | 34 | $18,325,050 | June 30, 2026 |
| Sierra Capital LLC | $622,769,978 | 228 | $2,731,447 | June 30, 2026 |
| TruNorth Capital Management, LLC | $622,609,587 | 123 | $5,061,867 | June 30, 2026 |
| Lind Value II ApS | $622,033,384 | 7 | $88,861,912 | June 30, 2026 |
| Accel Leaders 3 Associates L.P. | $621,908,604 | 1 | $621,908,604 | June 30, 2026 |
| FLC Capital Advisors | $621,702,818 | 236 | $2,634,334 | June 30, 2026 |
| Parkwoods Wealth Partners, LLC | $621,348,363 | 168 | $3,698,502 | June 30, 2026 |
| ELEMENT POINTE ADVISORS, LLC | $621,076,409 | 90 | $6,900,849 | June 30, 2026 |
| Tyler-Stone Wealth Management | $621,020,499 | 330 | $1,881,880 | June 30, 2025 Stale |
| RIT CAPITAL PARTNERS PLC | $620,628,121 | 13 | $47,740,625 | June 30, 2026 |
| BRANDYWINE TRUST CO | $620,572,966 | 33 | $18,805,241 | June 30, 2026 |
| KPS Global Asset Management UK Ltd | $620,045,783 | 4 | $155,011,446 | June 30, 2026 |
| Te Ahumairangi Investment Management Ltd | $619,949,604 | 86 | $7,208,716 | June 30, 2026 |
| Baker Chad R | $619,687,082 | 51 | $12,150,727 | June 30, 2026 |
| Watts Gwilliam & Co., LLC | $619,682,770 | 228 | $2,717,907 | Sept. 30, 2025 Stale |
| Performa Ltd (US), LLC | $619,666,544 | 49 | $12,646,256 | June 30, 2026 |
| Great Point Wealth Advisors, LLC | $619,164,840 | 70 | $8,845,212 | June 30, 2026 |
| Mason & Associates Inc | $619,041,462 | 161 | $3,844,978 | June 30, 2026 |
| KCM Capital Inc | $617,888,837 | 33 | $18,723,904 | June 30, 2026 |
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