Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | $279,216,465 | 89 | $3,137,264 | June 30, 2026 |
| Cape Investment Advisory, Inc. | $279,291,333 | 1,449 | $192,748 | June 30, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | $279,429,521 | 56 | $4,989,813 | June 30, 2026 |
| Mechanics Financial Corp | $279,549,169 | 296 | $944,423 | June 30, 2026 |
| Orange County Employees Retirement System | $279,644,107 | 2 | $139,822,054 | June 30, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | $279,804,602 | 52 | $5,380,858 | June 30, 2026 |
| Silver Lake Advisory, LLC | $279,863,361 | 109 | $2,567,554 | June 30, 2026 |
| Clarity Capital Partners LLC | $279,975,026 | 113 | $2,477,655 | June 30, 2025 Stale |
| Sagil Capital LLP | $280,044,356 | 25 | $11,201,774 | June 30, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | $280,123,608 | 21 | $13,339,219 | June 30, 2026 |
| TradeWell Securities, LLC. | $280,128,523 | 52 | $5,387,087 | June 30, 2026 |
| Fluent Financial, LLC | $280,182,614 | 57 | $4,915,484 | June 30, 2026 |
| Panoramic Hills Capital Ltd | $280,326,800 | 2 | $140,163,400 | March 31, 2026 Previous quarter |
| MARIPAU WEALTH MANAGEMENT LLC | $280,450,892 | 177 | $1,584,468 | June 30, 2026 |
| WIN ADVISORS, INC | $280,516,334 | 75 | $3,740,218 | June 30, 2026 |
| Reliant Investment Management, LLC | $280,549,974 | 55 | $5,100,909 | June 30, 2026 |
| Houlihan Financial Resource Group, Ltd. | $280,580,290 | 113 | $2,483,011 | June 30, 2026 |
| My Legacy Advisors, LLC | $280,788,508 | 206 | $1,363,051 | June 30, 2025 Stale |
| Abich Financial Wealth Management LLC | $280,914,063 | 655 | $428,876 | Sept. 30, 2025 Stale |
| Montz Harcus Wealth Management LLC | $281,018,640 | 100 | $2,810,186 | June 30, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | $281,301,017 | 422 | $666,590 | June 30, 2026 |
| Sunflower Bank, N.A. | $281,557,598 | 159 | $1,770,803 | June 30, 2026 |
| McNaughton Wealth Management, LLC | $281,616,582 | 75 | $3,754,888 | June 30, 2026 |
| Full Sail Capital, LLC | $281,648,972 | 308 | $914,445 | Sept. 30, 2025 Stale |
| BANK OF STOCKTON | $281,794,517 | 126 | $2,236,464 | June 30, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | $281,850,518 | 109 | $2,585,785 | June 30, 2026 |
| Chicago Wealth Management, Inc. | $281,906,061 | 63 | $4,474,699 | June 30, 2026 |
| Juno Financial Group LLC | $281,998,995 | 73 | $3,863,000 | June 30, 2026 |
| Keeler Thomas Management LLC | $282,058,553 | 135 | $2,089,323 | June 30, 2026 |
| Selby Wealth Management, LLC | $282,096,161 | 83 | $3,398,749 | June 30, 2026 |
| BKM Wealth Management, LLC | $282,362,299 | 148 | $1,907,853 | June 30, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | $282,443,885 | 125 | $2,259,551 | June 30, 2026 |
| HILLMAN CO | $282,598,926 | 14 | $20,185,638 | June 30, 2026 |
| SHARIAPORTFOLIO, INC. | $282,599,699 | 43 | $6,572,086 | June 30, 2026 |
| O'Connor Financial Group LLC | $282,731,993 | 69 | $4,097,565 | June 30, 2026 |
| THOMAS STORY & SON LLC | $282,832,289 | 53 | $5,336,458 | June 30, 2026 |
| Seneca House Advisors | $282,851,146 | 103 | $2,746,128 | June 30, 2026 |
| Flagship Private Wealth, LLC | $282,897,357 | 116 | $2,438,770 | June 30, 2026 |
| BEACONLIGHT CAPITAL, LLC | $283,252,067 | 33 | $8,583,396 | June 30, 2026 |
| Game Creek Capital, LP | $283,328,095 | 77 | $3,679,586 | June 30, 2026 |
| PATRIOT FINANCIAL PARTNERS GP, LP | $283,528,357 | 9 | $31,503,151 | June 30, 2025 Stale |
| Sellwood Investment Partners LLC | $283,551,289 | 59 | $4,805,954 | June 30, 2026 |
| Affinity Partners GP LP | $283,588,629 | 1 | $283,588,629 | June 30, 2026 |
| FreeGulliver LLC | $283,615,278 | 123 | $2,305,815 | June 30, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $283,640,044 | 96 | $2,954,584 | June 30, 2026 |
| 1776 Wealth LLC | $283,729,250 | 152 | $1,866,640 | June 30, 2026 |
| Rise Advisors, LLC | $283,748,750 | 94 | $3,018,604 | March 31, 2026 Previous quarter |
| Fourth Dimension Wealth, LLC | $283,795,555 | 678 | $418,578 | June 30, 2026 |
| CUMBERLAND ADVISORS INC | $283,817,326 | 49 | $5,792,190 | June 30, 2026 |
| Bandera Partners LLC | $283,918,174 | 19 | $14,943,062 | June 30, 2026 |
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