Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| American Investment Services, Inc. | $473,329,330 | 133 | $3,558,867 | June 30, 2026 |
| Logan Stone Capital, LLC | $473,167,723 | 155 | $3,052,695 | June 30, 2026 |
| BCGM Wealth Management, LLC | $472,991,565 | 182 | $2,598,855 | June 30, 2026 |
| Shelter Mutual Insurance Co | $472,828,527 | 58 | $8,152,216 | June 30, 2026 |
| Cherry Tree Wealth Management, LLC | $472,723,168 | 582 | $812,239 | March 31, 2026 Previous quarter |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $472,589,994 | 31 | $15,244,839 | June 30, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | $472,549,709 | 134 | $3,526,490 | Dec. 31, 2025 Stale |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $471,936,908 | 113 | $4,176,433 | June 30, 2026 |
| Cordoba Advisory Partners LLC | $471,848,971 | 144 | $3,276,729 | June 30, 2026 |
| Acumen Wealth Advisors, LLC | $471,770,173 | 493 | $956,937 | June 30, 2026 |
| Lansing Street Advisors | $471,711,798 | 167 | $2,824,622 | June 30, 2026 |
| Aisling Capital Management LP | $471,616,867 | 14 | $33,686,919 | June 30, 2026 |
| PEAVINE CAPITAL, LLC | $471,581,116 | 9 | $52,397,902 | June 30, 2026 |
| Paulson Wealth Management Inc. | $471,427,056 | 146 | $3,228,952 | June 30, 2026 |
| CALIFORNIA FIRST LEASING CORP | $471,105,452 | 34 | $13,856,043 | June 30, 2026 |
| Decker Wealth Management LLC | $471,065,305 | 107 | $4,402,479 | June 30, 2026 |
| D.B. Root & Company, LLC | $470,819,637 | 207 | $2,274,491 | June 30, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $470,777,384 | 285 | $1,651,850 | June 30, 2026 |
| High Net Worth Advisory Group LLC | $470,704,956 | 250 | $1,882,820 | June 30, 2026 |
| AMI INVESTMENT MANAGEMENT INC | $470,525,011 | 78 | $6,032,372 | June 30, 2026 |
| Jones Hill Capital LP | $470,359,288 | 29 | $16,219,286 | June 30, 2026 |
| Bill Few Associates, Inc. | $470,048,263 | 227 | $2,070,697 | June 30, 2026 |
| Aster Capital Management (DIFC) Ltd | $470,036,496 | 808 | $581,728 | June 30, 2026 |
| MilWealth Group LLC | $468,891,092 | 82 | $5,718,184 | June 30, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | $468,836,776 | 138 | $3,397,368 | June 30, 2026 |
| HILL ISLAND FINANCIAL LLC | $468,665,234 | 93 | $5,039,411 | June 30, 2026 |
| KADENSA CAPITAL Ltd | $468,642,758 | 28 | $16,737,241 | June 30, 2026 |
| Evergreen Advisors, LLC | $468,561,299 | 31 | $15,114,881 | June 30, 2026 |
| Sollinda Capital Management LLC | $468,376,564 | 80 | $5,854,707 | June 30, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | $468,079,829 | 419 | $1,117,136 | June 30, 2026 |
| Sequent Planning LLC | $467,987,559 | 269 | $1,739,731 | June 30, 2026 |
| Mystic Asset Management, Inc. | $467,877,790 | 225 | $2,079,457 | June 30, 2026 |
| Trustees of Columbia University in the City of New York | $467,844,511 | 3 | $155,948,170 | June 30, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | $467,784,701 | 93 | $5,029,943 | June 30, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | $467,746,000 | 37 | $12,641,784 | June 30, 2026 |
| Truffle Hound Capital, LLC | $467,731,763 | 52 | $8,994,842 | June 30, 2026 |
| GUIDANCE CAPITAL, INC | $467,638,485 | 233 | $2,007,032 | June 30, 2026 |
| Foyston, Gordon & Payne Inc | $467,633,131 | 68 | $6,876,958 | June 30, 2026 |
| Steamboat Capital Partners, LLC | $467,564,986 | 59 | $7,924,830 | June 30, 2026 |
| BRAVE ASSET MANAGEMENT INC | $467,483,418 | 146 | $3,201,941 | June 30, 2026 |
| Mizuho Bank, Ltd. | $467,371,740 | 6 | $77,895,290 | June 30, 2026 |
| Trust Co of the South | $467,305,369 | 146 | $3,200,722 | June 30, 2026 |
| Talaria Asset Management Pty Ltd | $467,301,519 | 12 | $38,941,793 | June 30, 2026 |
| Kelly Financial Services LLC | $467,242,382 | 141 | $3,313,776 | June 30, 2026 |
| ADW Capital Management, LLC | $466,925,502 | 11 | $42,447,773 | June 30, 2026 |
| CVC Management Holdings II Ltd. | $466,670,793 | 4 | $116,667,698 | June 30, 2026 |
| Rothschild Capital Partners, LLC | $466,607,486 | 90 | $5,184,528 | June 30, 2026 |
| Poehling Capital Management, INC. | $466,251,664 | 166 | $2,808,745 | June 30, 2026 |
| PW Nova Financial Services LLC | $466,207,857 | 208 | $2,241,384 | June 30, 2026 |
| PILGRIM GLOBAL ADVISORS LLC | $466,131,171 | 3 | $155,377,057 | June 30, 2026 |
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