Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Kensington Investment Counsel, LLC | $230,241,808 | 85 | $2,708,727 | June 30, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | $230,347,498 | 11 | $20,940,682 | June 30, 2026 |
| Note Advisors, LLC | $230,573,603 | 86 | $2,681,088 | June 30, 2026 |
| Harold Davidson & Associates Inc. | $230,580,742 | 59 | $3,908,148 | June 30, 2026 |
| Cooper Capital Advisors LLC | $230,592,229 | 41 | $5,624,201 | June 30, 2026 |
| rebel Financial LLC | $230,613,076 | 65 | $3,547,893 | March 31, 2026 Previous quarter |
| AGP FRANKLIN, LLC | $230,636,538 | 93 | $2,479,963 | June 30, 2026 |
| Edenbrook Capital, LLC | $230,652,675 | 17 | $13,567,804 | June 30, 2026 |
| CarsonAllaria Wealth Management, Ltd. | $230,784,678 | 71 | $3,250,488 | June 30, 2026 |
| PFG Private Wealth Management, LLC | $230,796,331 | 75 | $3,077,284 | June 30, 2026 |
| New Millennium Group LLC | $231,000,871 | 407 | $567,570 | Dec. 31, 2025 Stale |
| Legacy Wealth Advisors, LLC | $231,035,101 | 148 | $1,561,048 | June 30, 2026 |
| Founders Capital Management | $231,121,861 | 420 | $550,290 | June 30, 2026 |
| VVR Holdings LLC | $231,244,875 | 38 | $6,085,391 | June 30, 2026 |
| Foundry Financial Group, Inc. | $231,291,683 | 80 | $2,891,146 | June 30, 2026 |
| Gray Private Wealth, LLC | $231,389,989 | 58 | $3,989,483 | June 30, 2026 |
| Accent Capital Management, LLC | $231,477,793 | 299 | $774,173 | June 30, 2026 |
| Wills Financial Group, Inc. | $231,605,629 | 65 | $3,563,164 | Dec. 31, 2024 Stale |
| Steffes Financial, Ltd. | $231,625,595 | 36 | $6,434,044 | June 30, 2026 |
| Wishbone Management, LP | $231,711,975 | 5 | $46,342,395 | June 30, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $231,803,662 | 92 | $2,519,605 | June 30, 2026 |
| J.H. Whitney Equity Partners VII, LLC | $231,921,057 | 1 | $231,921,057 | June 30, 2026 |
| ARP Global Capital Ltd | $231,923,848 | 25 | $9,276,954 | June 30, 2026 |
| LAVELLE CAPITAL LP | $232,055,698 | 77 | $3,013,710 | June 30, 2026 |
| Red Tortoise LLC | $232,070,926 | 591 | $392,675 | March 31, 2026 Previous quarter |
| ShawSpring Partners LLC | $232,082,002 | 11 | $21,098,364 | June 30, 2026 |
| 10Elms LLP | $232,222,600 | 525 | $442,329 | June 30, 2026 |
| TRV GP VI, LLC | $232,275,395 | 4 | $58,068,849 | June 30, 2026 |
| 2Xideas AG | $232,345,962 | 48 | $4,840,541 | June 30, 2026 |
| COOPER/HAIMS ADVISORS, LLC | $232,411,010 | 116 | $2,003,543 | June 30, 2026 |
| Panoramic Capital, LLC | $232,421,036 | 43 | $5,405,140 | June 30, 2026 |
| Lauterbach Financial Advisors, LLC | $232,468,976 | 87 | $2,672,057 | June 30, 2026 |
| Turning Point Benefit Group, Inc. | $232,483,112 | 109 | $2,132,873 | June 30, 2026 |
| MKA Charitable Fund | $232,515,606 | 1 | $232,515,606 | June 30, 2026 |
| Davidson Kahn Capital Management, LLC | $232,821,097 | 72 | $3,233,626 | June 30, 2026 |
| BRIGHTON SECURITIES CORP. | $232,832,182 | 50 | $4,656,644 | June 30, 2026 |
| TRB Advisors LP | $232,873,253 | 6 | $38,812,209 | June 30, 2026 |
| Ironclad Investments LLC | $232,954,518 | 3 | $77,651,506 | June 30, 2026 |
| Braeburn Wealth Management LLC | $232,978,436 | 99 | $2,353,318 | June 30, 2026 |
| Sustainable Insight Capital Management, LLC | $233,154,227 | 78 | $2,989,157 | June 30, 2026 |
| LECAP ASSET MANAGEMENT LTD | $233,175,403 | 254 | $918,013 | June 30, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $233,388,297 | 122 | $1,913,019 | June 30, 2026 |
| Sterneck Capital Management, LLC | $233,415,667 | 103 | $2,266,172 | June 30, 2026 |
| Richardson Capital Management LLC | $233,454,267 | 243 | $960,717 | June 30, 2026 |
| Arta Finance Wealth Management LLC | $233,656,510 | 105 | $2,225,300 | June 30, 2026 |
| Fortune Financial Advisors, LLC | $233,739,564 | 163 | $1,433,985 | June 30, 2026 |
| Olistico Wealth, LLC | $233,767,488 | 334 | $699,903 | June 30, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | $233,791,074 | 789 | $296,313 | June 30, 2026 |
| Blue Sky Capital Consultants Group, Inc. | $233,822,506 | 74 | $3,159,764 | June 30, 2026 |
| WEST BANCORPORATION INC | $233,834,586 | 95 | $2,461,417 | June 30, 2026 |
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