Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| STAR Financial Bank | $245,441,994 | 109 | $2,251,761 | June 30, 2026 |
| P2 Capital Partners, LLC | $245,565,611 | 12 | $20,463,801 | June 30, 2026 |
| Fire Capital Management LLC | $245,650,999 | 122 | $2,013,533 | June 30, 2026 |
| LCC Family Corp. | $245,696,518 | 1 | $245,696,518 | June 30, 2026 |
| KIECKHEFER GROUP LLC | $245,746,459 | 65 | $3,780,715 | June 30, 2026 |
| Socha Financial Group, LLC | $245,875,859 | 14 | $17,562,561 | June 30, 2026 |
| POSTROCK PARTNERS LLC | $245,928,064 | 78 | $3,152,924 | June 30, 2026 |
| Taylor Securities Services, Inc. | $245,935,548 | 63 | $3,903,739 | June 30, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | $245,991,778 | 139 | $1,769,725 | June 30, 2026 |
| NorthStar Asset Management LLC /NJ/ | $246,012,850 | 106 | $2,320,876 | June 30, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | $246,120,905 | 140 | $1,758,006 | June 30, 2026 |
| Midwest Capital Advisors, LLC | $246,189,241 | 210 | $1,172,330 | June 30, 2026 |
| Unison Asset Management LLC | $246,241,959 | 32 | $7,695,061 | June 30, 2026 |
| Archon Capital Management LLC | $246,300,922 | 43 | $5,727,928 | June 30, 2026 |
| American State Bank (Iowa) | $246,511,469 | 139 | $1,773,464 | June 30, 2026 |
| TTP Investments, Inc. | $246,521,211 | 30 | $8,217,374 | June 30, 2026 |
| GARRISON POINT ADVISORS, LLC | $246,564,632 | 176 | $1,400,935 | June 30, 2026 |
| Tribune Investment Group LP | $246,694,384 | 34 | $7,255,717 | June 30, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | $246,814,547 | 74 | $3,335,332 | June 30, 2026 |
| DIXON FNANCIAL SERVICES, INC. | $246,891,247 | 48 | $5,143,568 | June 30, 2026 |
| Fairfield University | $246,970,662 | 4 | $61,742,666 | June 30, 2026 |
| PFS Partners, LLC | $246,981,975 | 599 | $412,324 | June 30, 2026 |
| Washington Trust Advisors, Inc. | $247,019,929 | 724 | $341,188 | June 30, 2026 |
| Torque Asset Management LLC | $247,023,073 | 11 | $22,456,643 | June 30, 2026 |
| Councilor Wealth, LLC | $247,167,612 | 88 | $2,808,723 | June 30, 2026 |
| INSIGHT 2811, INC. | $247,300,881 | 108 | $2,289,823 | June 30, 2026 |
| Jackson Square Partners, LLC | $247,323,520 | 47 | $5,262,203 | Sept. 30, 2025 Stale |
| Autumn Glory Partners, LLC | $247,330,021 | 212 | $1,166,651 | June 30, 2026 |
| North Berkeley Wealth Management, LLC | $247,360,467 | 77 | $3,212,474 | June 30, 2026 |
| True Blue (BVI) Ltd | $247,751,715 | 3 | $82,583,905 | June 30, 2026 |
| Dilation Capital Management LP | $247,826,016 | 20 | $12,391,301 | June 30, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | $248,000,522 | 141 | $1,758,869 | June 30, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | $248,020,182 | 96 | $2,583,544 | June 30, 2026 |
| Two Point Capital Management, Inc. | $248,247,669 | 30 | $8,274,922 | June 30, 2026 |
| Pavion Blue Capital, LLC | $248,416,106 | 111 | $2,237,983 | June 30, 2026 |
| Finley Financial, LLC | $248,464,385 | 110 | $2,258,767 | June 30, 2026 |
| Pennsylvania State University | $248,543,704 | 3 | $82,847,901 | June 30, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | $248,575,830 | 152 | $1,635,367 | June 30, 2026 |
| Alpha Family Trust | $248,583,127 | 200 | $1,242,916 | June 30, 2026 |
| STUART INVESTMENT ADVISORS, INC. | $248,626,570 | 21 | $11,839,360 | June 30, 2026 |
| FOGEL CAPITAL MANAGEMENT, INC. | $248,711,386 | 57 | $4,363,358 | June 30, 2026 |
| BlackDiamond Wealth Management, LLC | $248,869,914 | 226 | $1,101,194 | June 30, 2026 |
| Windle Wealth, LLC | $248,883,573 | 35 | $7,110,959 | June 30, 2026 |
| Cascade Wealth Advisors, Inc | $248,888,550 | 61 | $4,080,140 | June 30, 2026 |
| Buska Wealth Management, LLC | $248,926,603 | 74 | $3,363,873 | March 31, 2026 Previous quarter |
| Independent Family Office, LLC | $248,940,932 | 85 | $2,928,717 | June 30, 2026 |
| SCHULHOFF & CO INC | $248,974,259 | 135 | $1,844,254 | June 30, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | $248,975,554 | 151 | $1,648,845 | June 30, 2026 |
| Rising Stella Capital Pte. Ltd | $248,981,139 | 3 | $82,993,713 | June 30, 2026 |
| VPR Management LLC | $249,002,058 | 66 | $3,772,758 | June 30, 2026 |
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