Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Breakwater Investment Management | $293,733,544 | 600 | $489,556 | June 30, 2026 |
| Summit Creek Advisors LLC | $293,787,256 | 64 | $4,590,426 | June 30, 2026 |
| Veridan Wealth LLC | $293,962,254 | 86 | $3,418,166 | June 30, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $294,056,860 | 143 | $2,056,342 | June 30, 2026 |
| Weitzel Financial Services, Inc. | $294,110,186 | 51 | $5,766,866 | June 30, 2026 |
| Landing Point Financial Group, LLC | $294,179,601 | 99 | $2,971,511 | June 30, 2026 |
| Intrepid Financial Planning Group LLC | $294,194,438 | 135 | $2,179,218 | June 30, 2026 |
| Mainsail Financial Group, LLC | $294,346,106 | 72 | $4,088,140 | June 30, 2026 |
| Torrey Growth & Income Advisors | $294,470,256 | 108 | $2,726,576 | June 30, 2026 |
| BEACON FINANCIAL PLANNING, INC | $294,568,485 | 85 | $3,465,512 | June 30, 2026 |
| TrustBank | $294,616,851 | 175 | $1,683,525 | June 30, 2026 |
| Global Financial Private Client, LLC | $294,658,667 | 246 | $1,197,799 | June 30, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | $294,687,471 | 146 | $2,018,407 | June 30, 2026 |
| Bastion Asset Management Inc. | $294,787,958 | 54 | $5,459,036 | June 30, 2026 |
| Nepsis Inc. | $294,824,191 | 28 | $10,529,435 | June 30, 2026 |
| Decatur Capital Management, Inc. | $294,831,323 | 53 | $5,562,855 | June 30, 2026 |
| Union Heritage Capital, LLC | $294,986,722 | 63 | $4,682,329 | June 30, 2026 |
| Clarus Group, Inc. | $295,024,068 | 127 | $2,323,024 | June 30, 2026 |
| TOWLE & CO | $295,143,758 | 59 | $5,002,437 | June 30, 2026 |
| Western Standard LLC | $295,253,727 | 27 | $10,935,323 | June 30, 2026 |
| COLRAIN CAPITAL LLC | $295,344,555 | 25 | $11,813,782 | June 30, 2026 |
| Singapore Technologies Telemedia Pte Ltd | $295,365,470 | 1 | $295,365,470 | June 30, 2026 |
| Investment Research Partners LLC | $295,484,167 | 278 | $1,062,893 | June 30, 2026 |
| PJT Investments Corp. | $295,760,725 | 10 | $29,576,073 | June 30, 2026 |
| Wrenne Financial Planning LLC | $296,104,830 | 60 | $4,935,081 | June 30, 2026 |
| Wind River Trust Co | $296,106,105 | 12 | $24,675,509 | June 30, 2026 |
| Vernal Point Advisors, LLC | $296,186,304 | 20 | $14,809,315 | June 30, 2026 |
| MorganRosel Wealth Management, LLC | $296,251,487 | 104 | $2,848,572 | June 30, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | $296,339,155 | 82 | $3,613,892 | June 30, 2026 |
| ROBOTTI ROBERT | $296,361,313 | 61 | $4,858,382 | June 30, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | $296,460,629 | 134 | $2,212,393 | June 30, 2026 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $296,513,159 | 10 | $29,651,316 | June 30, 2026 |
| Altura Wealth Advisors Inc. | $296,539,840 | 84 | $3,530,236 | June 30, 2026 |
| Phoenix Wealth Advisors | $296,553,589 | 129 | $2,298,865 | June 30, 2026 |
| Horan Capital Advisors, LLC. | $296,606,595 | 118 | $2,513,615 | March 31, 2025 Stale |
| HF Capital, LLC | $296,702,785 | 5 | $59,340,557 | June 30, 2026 |
| New Hampshire Trust | $296,751,251 | 176 | $1,686,087 | June 30, 2026 |
| Dayah Capital LLC | $296,778,380 | 31 | $9,573,496 | June 30, 2026 |
| TCFG Investment Advisors, LLC | $296,836,546 | 299 | $992,764 | June 30, 2026 |
| Foundry Financial LLC | $296,922,425 | 86 | $3,452,586 | June 30, 2026 |
| Vertrix Wealth Management, LLC | $296,970,125 | 103 | $2,883,205 | June 30, 2026 |
| Highlander Partners, L.P. | $297,052,601 | 44 | $6,751,195 | June 30, 2026 |
| MBA Advisors LLC | $297,076,717 | 166 | $1,789,619 | June 30, 2026 |
| Barbara Oil Co. | $297,162,836 | 73 | $4,070,724 | June 30, 2026 |
| Wambolt & Associates, LLC | $297,290,020 | 171 | $1,738,538 | June 30, 2025 Stale |
| Bluescape Energy Partners LLC | $297,352,512 | 4 | $74,338,128 | June 30, 2026 |
| SVF Sponsor III (DE) LLC | $297,388,000 | 1 | $297,388,000 | March 31, 2026 Previous quarter |
| Sinvest Investments II Ltd. | $297,528,000 | 1 | $297,528,000 | June 30, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | $297,592,686 | 147 | $2,024,440 | June 30, 2026 |
| OLYMPUS WEALTH MANAGEMENT, LLC | $297,679,915 | 21 | $14,175,234 | June 30, 2025 Stale |
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