Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| SYKON CAPITAL LLC | $324,843,406 | 112 | $2,900,388 | June 30, 2026 |
| Mullooly Asset Management, Inc. | $324,910,605 | 60 | $5,415,177 | June 30, 2026 |
| S.A. Mason LLC | $325,514,242 | 282 | $1,154,306 | June 30, 2026 |
| Triton Wealth Management, PLLC | $325,527,437 | 133 | $2,447,575 | June 30, 2026 |
| Wilkerson Advisory Group LLC | $325,605,461 | 620 | $525,170 | June 30, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | $325,764,278 | 129 | $2,525,304 | June 30, 2026 |
| New Perspectives, Inc | $325,852,213 | 49 | $6,650,045 | June 30, 2026 |
| Sycale Advisors (NY) LLC | $325,863,108 | 24 | $13,577,630 | June 30, 2026 |
| Snow Phipps Group, LLC | $325,868,813 | 2 | $162,934,407 | June 30, 2026 |
| Forza Wealth Management, LLC | $325,932,829 | 194 | $1,680,066 | June 30, 2026 |
| Aventura Private Wealth, LLC | $325,987,791 | 983 | $331,625 | June 30, 2026 |
| Hassell Wealth Management, LLC | $325,995,557 | 29 | $11,241,226 | June 30, 2026 |
| Register Financial Advisors LLC | $326,078,480 | 426 | $765,442 | June 30, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | $326,120,154 | 204 | $1,598,628 | June 30, 2026 |
| Synergy Investment Management, LLC | $326,127,572 | 1,086 | $300,302 | June 30, 2026 |
| Vigilare Wealth Management | $326,228,457 | 123 | $2,652,264 | June 30, 2026 |
| Capital Investment Management, Inc. | $326,412,629 | 132 | $2,472,823 | June 30, 2026 |
| JCIC Asset Management Inc. | $326,492,925 | 113 | $2,889,318 | June 30, 2026 |
| ROGCO, LP | $326,685,641 | 224 | $1,458,418 | June 30, 2026 |
| TRED AVON FAMILY WEALTH, LLC | $326,742,244 | 262 | $1,247,108 | June 30, 2026 |
| Dalal Street, LLC | $326,749,980 | 4 | $81,687,495 | June 30, 2026 |
| Wealth Advisors of Tampa Bay, LLC | $326,944,178 | 94 | $3,478,130 | June 30, 2026 |
| Richard W. Paul & Associates, LLC | $327,014,179 | 320 | $1,021,919 | June 30, 2026 |
| Engaged Capital LLC | $327,076,434 | 10 | $32,707,643 | June 30, 2026 |
| Tabor Asset Management, LP | $327,522,713 | 47 | $6,968,568 | June 30, 2026 |
| Towne Trust Company, N.A | $327,701,954 | 323 | $1,014,557 | June 30, 2026 |
| Vantage Point Financial LLC | $327,997,288 | 188 | $1,744,666 | June 30, 2026 |
| Kaydan Wealth Management, Inc. | $328,144,738 | 115 | $2,853,433 | June 30, 2026 |
| NVP ASSOCIATES, LLC | $328,190,643 | 7 | $46,884,378 | June 30, 2026 |
| PECAUT & CO. | $328,219,726 | 65 | $5,049,534 | June 30, 2026 |
| Kercheville Advisors, LLC | $328,447,659 | 108 | $3,041,182 | June 30, 2026 |
| Davis Investment Partners, LLC | $328,455,896 | 172 | $1,909,627 | June 30, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | $328,466,250 | 109 | $3,013,452 | June 30, 2026 |
| EDENTREE ASSET MANAGEMENT Ltd | $328,476,178 | 66 | $4,976,912 | June 30, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | $328,588,111 | 116 | $2,832,656 | June 30, 2026 |
| Omega Financial Group, LLC | $328,637,374 | 91 | $3,611,400 | June 30, 2026 |
| Buttonwood Financial Advisors Inc. | $328,718,229 | 110 | $2,988,348 | June 30, 2026 |
| United Bank | $328,856,824 | 122 | $2,695,548 | June 30, 2026 |
| Providence Equity Partners L.L.C. | $329,165,592 | 3 | $109,721,864 | June 30, 2026 |
| Tikvah Management LLC | $329,193,853 | 19 | $17,325,992 | June 30, 2026 |
| Windward Management LP | $329,454,807 | 13 | $25,342,677 | June 30, 2026 |
| Iyo Bank, Ltd. | $329,490,633 | 32 | $10,296,582 | June 30, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | $329,512,863 | 108 | $3,051,045 | June 30, 2026 |
| Lumbard & Kellner, LLC | $329,874,200 | 108 | $3,054,391 | June 30, 2026 |
| C Partners Holding GmbH | $329,931,366 | 15 | $21,995,424 | June 30, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | $330,106,243 | 64 | $5,157,910 | June 30, 2026 |
| Bell & Brown Wealth Advisors, LLC | $330,124,524 | 73 | $4,522,254 | June 30, 2026 |
| Laura & John Arnold Foundation | $330,453,665 | 5 | $66,090,733 | June 30, 2026 |
| HSG Holding Ltd | $330,499,976 | 20 | $16,524,999 | June 30, 2026 |
| Rhino Investment Partners, Inc | $330,549,525 | 32 | $10,329,673 | June 30, 2026 |
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