Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| RDL FINANCIAL INC | $297,737,645 | 166 | $1,793,600 | March 31, 2025 Stale |
| Strategic Equity Management | $297,782,256 | 65 | $4,581,265 | June 30, 2026 |
| Sawyer & Company, Inc | $297,876,705 | 202 | $1,474,637 | June 30, 2026 |
| Global Trust Asset Management, LLC | $298,083,433 | 463 | $643,809 | June 30, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | $298,174,618 | 27 | $11,043,504 | June 30, 2026 |
| HighMark Wealth Management LLC | $298,509,030 | 564 | $529,271 | June 30, 2026 |
| Rede Wealth, LLC | $298,513,956 | 117 | $2,551,401 | June 30, 2026 |
| Glass Wealth Management Co LLC | $298,537,151 | 69 | $4,326,625 | June 30, 2026 |
| Schear Investment Advisers, LLC | $298,998,552 | 83 | $3,602,392 | June 30, 2026 |
| Maltin Wealth Management, Inc. | $299,044,563 | 146 | $2,048,250 | June 30, 2026 |
| Kondo Wealth Advisors, Inc. | $299,167,955 | 75 | $3,988,906 | June 30, 2026 |
| ACORN CREEK CAPITAL LLC | $299,200,016 | 87 | $3,439,081 | June 30, 2026 |
| Eagle Bluffs Wealth Management LLC | $299,248,583 | 86 | $3,479,635 | June 30, 2026 |
| Martin Investment Management, LLC | $299,551,468 | 47 | $6,373,435 | June 30, 2026 |
| Financial Symmetry Inc | $299,677,804 | 68 | $4,407,027 | June 30, 2026 |
| Nutshell Asset Management Ltd | $299,835,428 | 45 | $6,663,010 | June 30, 2026 |
| Sculati Wealth Management, LLC | $299,847,614 | 123 | $2,437,785 | June 30, 2026 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | $299,993,761 | 10 | $29,999,376 | June 30, 2026 |
| Rainwater Charitable Foundation | $300,088,269 | 4 | $75,022,067 | June 30, 2026 |
| Galibier Capital Management Ltd. | $300,117,773 | 38 | $7,897,836 | Sept. 30, 2025 Stale |
| Bull Oak Capital, LLC | $300,200,556 | 40 | $7,505,014 | June 30, 2026 |
| Caerus Investment Advisors, LLC | $300,269,876 | 339 | $885,752 | June 30, 2026 |
| Chiron Investment Management, LLC | $300,271,057 | 86 | $3,491,524 | Dec. 31, 2024 Stale |
| Prosperity Wealth Management, Inc. | $300,373,737 | 251 | $1,196,708 | Dec. 31, 2025 Stale |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | $300,468,194 | 199 | $1,509,890 | June 30, 2026 |
| Valence8 US LP | $300,493,608 | 15 | $20,032,907 | June 30, 2026 |
| Traveka Wealth, LLC | $300,728,585 | 199 | $1,511,199 | June 30, 2026 |
| ACT Advisors, LLC. | $300,809,346 | 84 | $3,581,064 | June 30, 2026 |
| BCU Wealth Advisors, LLC | $301,076,044 | 63 | $4,778,985 | June 30, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | $301,528,327 | 549 | $549,232 | June 30, 2026 |
| Manatuck Hill Partners, LLC | $301,697,166 | 129 | $2,338,738 | June 30, 2026 |
| OMC Financial Services LTD | $301,789,162 | 61 | $4,947,363 | June 30, 2026 |
| Armstrong, Fleming & Moore, Inc | $301,934,643 | 115 | $2,625,519 | June 30, 2026 |
| 44 WEALTH MANAGEMENT LLC | $302,113,638 | 184 | $1,641,922 | June 30, 2026 |
| First Dallas Securities Inc. | $302,570,738 | 125 | $2,420,566 | June 30, 2026 |
| David Kennon Inc | $302,631,380 | 45 | $6,725,142 | June 30, 2026 |
| Brick & Kyle, Associates | $302,935,409 | 96 | $3,155,577 | June 30, 2026 |
| Alliance Wealth Advisors, LLC | $303,081,637 | 172 | $1,762,103 | June 30, 2026 |
| Four Tree Island Advisory LLC | $303,246,629 | 24 | $12,635,276 | June 30, 2026 |
| Carmel Capital Partners, LLC | $303,291,880 | 148 | $2,049,269 | June 30, 2026 |
| EXCALIBUR MANAGEMENT CORP | $303,482,401 | 175 | $1,734,185 | June 30, 2026 |
| Palogic Value Management, L.P. | $303,604,377 | 194 | $1,564,971 | June 30, 2026 |
| Roehl & Yi Investment Advisors, LLC | $303,887,599 | 194 | $1,566,431 | June 30, 2026 |
| Stokes Capital Advisors, LLC | $304,049,726 | 118 | $2,576,693 | June 30, 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | $304,051,105 | 27 | $11,261,152 | June 30, 2026 |
| Allred Capital Management, LLC | $304,547,413 | 162 | $1,879,922 | June 30, 2026 |
| Borer Denton & Associates, Inc. | $304,876,005 | 74 | $4,119,946 | June 30, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | $305,030,179 | 103 | $2,961,458 | June 30, 2026 |
| Bond Capital Management, LP | $305,194,517 | 5 | $61,038,903 | June 30, 2026 |
| WIM INVESTMENT MANAGEMENT Ltd | $305,257,317 | 26 | $11,740,666 | June 30, 2026 |
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