Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| American Capital Advisory, LLC | $274,789,252 | 1,164 | $236,073 | June 30, 2026 |
| Vermillion Wealth Management, Inc. | $274,875,542 | 1,545 | $177,913 | June 30, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | $274,945,834 | 77 | $3,570,725 | June 30, 2026 |
| Unique Wealth Strategies, LLC | $275,109,362 | 223 | $1,233,674 | June 30, 2026 |
| Valued Wealth Advisors LLC | $275,189,982 | 913 | $301,413 | June 30, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | $275,191,819 | 90 | $3,057,687 | June 30, 2026 |
| Greykasell Wealth Strategies, Inc. | $275,465,260 | 483 | $570,321 | June 30, 2026 |
| Wealth Analytics Partners, LLC | $275,694,341 | 50 | $5,513,887 | June 30, 2026 |
| Islander Capital Partners, L.P. | $275,714,494 | 13 | $21,208,807 | June 30, 2026 |
| MRA Advisory Group | $275,845,929 | 159 | $1,734,880 | June 30, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | $275,901,673 | 78 | $3,537,201 | June 30, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | $276,051,132 | 207 | $1,333,580 | June 30, 2026 |
| Kilter Group LLC | $276,119,335 | 1,580 | $174,759 | June 30, 2026 |
| Creekside Partners | $276,134,374 | 193 | $1,430,748 | June 30, 2026 |
| PARK NATIONAL CORP /OH/ | $276,152,712 | 363 | $760,751 | June 30, 2026 |
| Bigelow Investment Advisors, LLC | $276,228,695 | 157 | $1,759,418 | June 30, 2026 |
| WD RUTHERFORD LLC | $276,253,749 | 75 | $3,683,383 | June 30, 2026 |
| Financial Partners Group, LLC | $276,274,596 | 88 | $3,139,484 | June 30, 2025 Stale |
| Tumwater Wealth Management, LLC | $276,515,416 | 33 | $8,379,255 | June 30, 2026 |
| Mid-American Wealth Advisory Group, Inc. | $276,591,212 | 66 | $4,190,776 | June 30, 2026 |
| Ruggaard & Associates LLC | $276,658,124 | 128 | $2,161,392 | June 30, 2026 |
| Exane Asset Management | $276,681,842 | 28 | $9,881,494 | June 30, 2026 |
| Altus Wealth Group LLC | $276,835,370 | 155 | $1,786,035 | June 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | $276,868,013 | 508 | $545,016 | June 30, 2026 |
| Values Added Financial LLC | $276,879,046 | 147 | $1,883,531 | June 30, 2026 |
| Hubbell Strickland Wealth Management, LLC | $277,126,973 | 87 | $3,185,368 | June 30, 2026 |
| Prime Buchholz LLC | $277,405,977 | 40 | $6,935,149 | June 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | $277,498,237 | 459 | $604,571 | June 30, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $277,536,721 | 6 | $46,256,120 | June 30, 2026 |
| Onyx Financial Advisors, LLC | $277,542,539 | 18 | $15,419,030 | June 30, 2026 |
| Integrated Capital Management, LLC | $277,567,491 | 58 | $4,785,646 | June 30, 2026 |
| Cordant, Inc. | $277,625,862 | 353 | $786,476 | June 30, 2026 |
| HANOVER ADVISORS INC | $277,631,223 | 122 | $2,275,666 | June 30, 2026 |
| Vision One Management Partners, LP | $277,754,578 | 8 | $34,719,322 | June 30, 2026 |
| Retirement Planning Co of New England, Inc. | $277,899,602 | 260 | $1,068,845 | June 30, 2026 |
| Union Square Park Capital Management, LLC | $277,950,099 | 60 | $4,632,502 | June 30, 2026 |
| Ananym Capital Management, LP | $277,965,068 | 8 | $34,745,634 | June 30, 2026 |
| SFG Wealth Management, LLC. | $278,057,228 | 113 | $2,460,683 | June 30, 2026 |
| FEARNLEY ASSET MANAGEMENT AS | $278,129,257 | 16 | $17,383,079 | June 30, 2026 |
| Equity Wealth Partners, LLC | $278,225,535 | 109 | $2,552,528 | June 30, 2026 |
| Quad-Cities Investment Group, LLC | $278,231,780 | 209 | $1,331,253 | June 30, 2026 |
| Graney & King, LLC | $278,244,166 | 382 | $728,388 | June 30, 2026 |
| SHAKER INVESTMENTS LLC/OH | $278,245,175 | 87 | $3,198,220 | June 30, 2026 |
| YARGER WEALTH STRATEGIES, LLC | $278,362,541 | 136 | $2,046,783 | June 30, 2026 |
| Cresta Advisors, Ltd. | $278,589,646 | 54 | $5,159,068 | June 30, 2026 |
| Altman Advisors, Inc. | $278,655,253 | 93 | $2,996,293 | June 30, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | $278,760,721 | 37 | $7,534,074 | June 30, 2026 |
| Madden Advisory Services, Inc. | $278,876,353 | 110 | $2,535,240 | June 30, 2026 |
| Roubaix Capital, LLC | $278,900,858 | 50 | $5,578,017 | June 30, 2026 |
| REDW Wealth LLC | $279,086,423 | 104 | $2,683,523 | June 30, 2026 |
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