Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| O'Dell Group, LLC | $466,053,510 | 42 | $11,096,512 | Sept. 30, 2025 Stale |
| VELA Investment Management, LLC | $465,898,307 | 165 | $2,823,626 | June 30, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | $465,874,282 | 250 | $1,863,497 | June 30, 2026 |
| Skaana Management L.P. | $465,322,492 | 173 | $2,689,725 | June 30, 2026 |
| Eldred Rock Partners, LLC | $465,101,318 | 29 | $16,037,976 | June 30, 2026 |
| CAROLINAS WEALTH CONSULTING LLC | $464,862,884 | 1,012 | $459,351 | March 31, 2025 Stale |
| RWC ASSET ADVISORS (US) LLC | $464,393,297 | 14 | $33,170,950 | March 31, 2026 Previous quarter |
| Corrigan Financial, Inc. | $464,064,163 | 44 | $10,546,913 | March 31, 2025 Stale |
| SMART Wealth LLC | $464,012,512 | 222 | $2,090,146 | June 30, 2026 |
| Paradiem, LLC | $463,843,759 | 68 | $6,821,232 | June 30, 2026 |
| NBW CAPITAL LLC | $463,554,136 | 111 | $4,176,163 | June 30, 2025 Stale |
| Centennial Wealth Advisory LLC | $463,222,543 | 181 | $2,559,241 | June 30, 2026 |
| MARINER INVESTMENT GROUP LLC | $463,109,047 | 123 | $3,765,114 | June 30, 2026 |
| Step Capital Management Pte. Ltd. | $463,084,410 | 26 | $17,810,939 | June 30, 2026 |
| SWS Partners | $463,021,088 | 108 | $4,287,232 | June 30, 2026 |
| Opal Wealth Advisors, LLC | $462,998,349 | 224 | $2,066,957 | June 30, 2026 |
| Whitcomb & Hess, Inc. | $462,971,425 | 66 | $7,014,719 | June 30, 2026 |
| Outlook Wealth Advisors, LLC | $462,720,765 | 305 | $1,517,117 | June 30, 2026 |
| Milestone Investment Advisors LLC | $462,713,560 | 141 | $3,281,656 | June 30, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | $462,671,781 | 45 | $10,281,595 | June 30, 2026 |
| VANTAGE WEALTH | $462,576,526 | 30 | $15,419,218 | Dec. 31, 2025 Stale |
| Nikulski Financial, Inc. | $462,549,670 | 180 | $2,569,720 | June 30, 2026 |
| PATTON FUND MANAGEMENT, INC. | $462,369,528 | 86 | $5,376,390 | June 30, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | $462,332,703 | 122 | $3,789,612 | June 30, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | $462,238,275 | 126 | $3,668,558 | June 30, 2026 |
| Fielder Capital Group LLC | $461,981,755 | 303 | $1,524,692 | June 30, 2026 |
| Marks Wealth, LLC | $461,941,847 | 19 | $24,312,729 | June 30, 2026 |
| Mokosak Advisory Group, LLC | $461,730,025 | 38 | $12,150,790 | June 30, 2026 |
| Hartree Partners, LP | $461,663,300 | 118 | $3,912,401 | June 30, 2026 |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC | $461,530,870 | 11 | $41,957,352 | June 30, 2026 |
| Uncommon Cents Investing LLC | $461,461,848 | 215 | $2,146,334 | June 30, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | $461,327,978 | 144 | $3,203,667 | June 30, 2026 |
| DAGCO, INC. | $461,324,887 | 353 | $1,306,869 | March 31, 2026 Previous quarter |
| Prevatt Capital Ltd | $461,204,100 | 12 | $38,433,675 | June 30, 2026 |
| Peregrine Asset Advisers, Inc. | $461,102,567 | 218 | $2,115,149 | June 30, 2026 |
| Investment Advisory Group, LLC | $461,009,142 | 220 | $2,095,496 | June 30, 2026 |
| SECTOR GAMMA AS | $460,970,513 | 40 | $11,524,263 | June 30, 2026 |
| JOHO CAPITAL LLC | $460,415,765 | 10 | $46,041,577 | June 30, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | $460,170,532 | 220 | $2,091,684 | June 30, 2026 |
| DeDora Capital, Inc. | $460,099,998 | 129 | $3,566,667 | June 30, 2026 |
| RIA Advisory Group LLC | $459,569,943 | 154 | $2,984,220 | June 30, 2026 |
| Atwater Malick LLC | $459,121,198 | 130 | $3,531,702 | June 30, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | $459,025,037 | 129 | $3,558,334 | June 30, 2026 |
| Syverson Strege & Co | $458,879,937 | 186 | $2,467,096 | June 30, 2026 |
| Hills Bank & Trust Co | $458,872,462 | 383 | $1,198,100 | June 30, 2026 |
| RDA Financial Network | $458,761,457 | 286 | $1,604,061 | June 30, 2026 |
| Peterson Wealth Services | $458,713,433 | 245 | $1,872,300 | June 30, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | $458,598,164 | 70 | $6,551,402 | June 30, 2026 |
| Coleford Investment Management Ltd. | $458,504,326 | 23 | $19,934,971 | June 30, 2026 |
| Stuart Chaussee & Associates, Inc. | $458,429,776 | 180 | $2,546,832 | Sept. 30, 2025 Stale |
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