Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| IES Holdings, Inc. | $310,581,607 | 17 | $18,269,506 | June 30, 2026 |
| Lakeshore Financial Planning, Inc. | $310,651,642 | 92 | $3,376,648 | June 30, 2026 |
| Centennial Bank/AR/ | $310,732,306 | 341 | $911,238 | June 30, 2026 |
| Tenon Financial LLC | $310,855,127 | 61 | $5,095,986 | June 30, 2026 |
| Oak Asset Management, LLC | $311,007,927 | 115 | $2,704,417 | June 30, 2026 |
| WR Wealth Planners, LLC | $311,026,553 | 1,104 | $281,727 | Dec. 31, 2024 Stale |
| Hengistbury Investment Partners LLP | $311,063,373 | 4 | $77,765,843 | June 30, 2026 |
| Five Oceans Advisors | $311,134,171 | 204 | $1,525,168 | June 30, 2026 |
| Armor Investment Advisors, LLC | $311,691,228 | 155 | $2,010,911 | June 30, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | $311,730,924 | 1,043 | $298,879 | June 30, 2026 |
| Weinberger Asset Management, Inc | $311,831,035 | 101 | $3,087,436 | June 30, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $311,844,228 | 195 | $1,599,201 | June 30, 2026 |
| Peachtree Investment Partners, LLC | $311,942,963 | 143 | $2,181,419 | June 30, 2026 |
| Beacon Wealthcare LLC | $312,090,193 | 26 | $12,003,469 | June 30, 2026 |
| PENNINGTON PARTNERS & CO., LLC | $312,103,445 | 131 | $2,382,469 | June 30, 2026 |
| Monte Financial Group, LLC | $312,210,084 | 102 | $3,060,883 | June 30, 2026 |
| Prosperitas Financial LLC | $312,320,398 | 103 | $3,032,237 | June 30, 2026 |
| Windward Private Wealth Management Inc. | $312,551,948 | 43 | $7,268,650 | June 30, 2026 |
| Ravenswood Partners LP | $312,602,496 | 36 | $8,683,403 | June 30, 2026 |
| First Citizens Asset Management, Inc. | $312,895,797 | 30 | $10,429,860 | June 30, 2026 |
| BENNETT SELBY INVESTMENTS LP | $312,917,265 | 85 | $3,681,380 | June 30, 2026 |
| StoneCrest Wealth Management, Inc. | $312,962,111 | 73 | $4,287,152 | June 30, 2026 |
| Plum Street Advisors, LLC | $313,149,338 | 107 | $2,926,629 | June 30, 2026 |
| Raleigh Capital Management Inc. | $313,317,753 | 610 | $513,636 | June 30, 2026 |
| Merk Investments LLC | $313,535,427 | 11 | $28,503,221 | June 30, 2026 |
| Hilltop National Bank | $313,536,955 | 805 | $389,487 | June 30, 2026 |
| Macro Advisors, Inc. | $313,712,419 | 45 | $6,971,387 | June 30, 2026 |
| Praetorian PR LLC | $313,794,584 | 14 | $22,413,899 | June 30, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | $313,845,007 | 163 | $1,925,429 | March 31, 2026 Previous quarter |
| Stonebridge Financial Planning Group, LLC | $313,914,286 | 183 | $1,715,379 | June 30, 2026 |
| LCNB CORP | $313,966,150 | 184 | $1,706,338 | June 30, 2026 |
| Delaney Dennis R | $314,014,493 | 61 | $5,147,779 | June 30, 2026 |
| Malaga Cove Capital, LLC | $314,081,976 | 185 | $1,697,740 | June 30, 2026 |
| CYPRESS FUNDS LLC | $314,091,731 | 14 | $22,435,124 | June 30, 2026 |
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | $314,201,405 | 1 | $314,201,405 | June 30, 2026 |
| Mosley Wealth Management | $314,256,856 | 781 | $402,378 | June 30, 2026 |
| MMA ASSET MANAGEMENT LLC | $314,257,869 | 181 | $1,736,231 | June 30, 2026 |
| Longitude (Cayman) Ltd. | $314,339,749 | 46 | $6,833,473 | June 30, 2026 |
| Inlight Wealth Management, LLC | $314,576,339 | 62 | $5,073,812 | June 30, 2026 |
| Thomist Capital Management, LP | $314,577,461 | 45 | $6,990,610 | June 30, 2026 |
| TAGStone Capital, Inc. | $314,605,536 | 139 | $2,263,349 | June 30, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | $315,065,936 | 285 | $1,105,495 | June 30, 2026 |
| Trinity Wealth Management, LLC | $315,152,479 | 75 | $4,202,033 | June 30, 2026 |
| Meros Investment Management, LP | $315,162,325 | 50 | $6,303,247 | June 30, 2026 |
| Tencap Wealth Coaching, LLC | $315,357,360 | 20 | $15,767,868 | June 30, 2026 |
| Sterling Financial Group, Inc. | $315,538,221 | 73 | $4,322,441 | Sept. 30, 2025 Stale |
| Ranch Capital Advisors Inc. | $315,705,103 | 157 | $2,010,861 | June 30, 2026 |
| ENZI WEALTH | $315,733,345 | 77 | $4,100,433 | June 30, 2026 |
| IMZ Advisory Inc | $315,813,762 | 38 | $8,310,888 | June 30, 2026 |
| Richmond Investment Services, LLC | $316,065,618 | 145 | $2,179,763 | June 30, 2026 |
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