Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Darwin Wealth Management, LLC | $365,262,313 | 775 | $471,306 | June 30, 2026 |
| 25 LLC | $365,201,525 | 80 | $4,565,019 | June 30, 2026 |
| Elevated Financial Group LLC | $364,871,210 | 125 | $2,918,970 | June 30, 2026 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | $364,211,495 | 10 | $36,421,150 | June 30, 2026 |
| KEATING INVESTMENT COUNSELORS INC | $364,142,551 | 59 | $6,171,908 | June 30, 2026 |
| Eaton Financial Holdings Company, LLC | $364,105,686 | 134 | $2,717,207 | June 30, 2026 |
| Engle Capital Management, L.P. | $364,100,904 | 20 | $18,205,045 | June 30, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | $364,083,975 | 37 | $9,840,107 | June 30, 2026 |
| Sage Financial Management Group, Inc. | $363,961,853 | 61 | $5,966,588 | June 30, 2026 |
| Elevated Capital Advisors, LLC | $363,624,969 | 849 | $428,298 | June 30, 2026 |
| Tilson Financial Group, Inc. | $363,607,742 | 86 | $4,227,997 | June 30, 2026 |
| Reliant Wealth Planning | $363,586,372 | 54 | $6,733,081 | June 30, 2026 |
| MARSHALL FINANCIAL GROUP INC /ADV | $363,549,156 | 53 | $6,859,418 | Sept. 30, 2025 Stale |
| AIMZ Investment Advisors, LLC | $363,487,660 | 153 | $2,375,736 | June 30, 2026 |
| Anfield Capital Management, LLC | $363,452,206 | 715 | $508,325 | March 31, 2026 Previous quarter |
| GLYNN CAPITAL MANAGEMENT LLC | $363,387,057 | 43 | $8,450,862 | June 30, 2026 |
| Raub Brock Capital Management LP | $363,302,678 | 45 | $8,073,393 | June 30, 2026 |
| Purus Wealth Management, LLC | $363,225,236 | 171 | $2,124,124 | June 30, 2026 |
| Urban Financial Advisory Corp | $362,866,087 | 54 | $6,719,742 | June 30, 2026 |
| Westbourne Investment Advisors, Inc. | $362,672,061 | 120 | $3,022,267 | June 30, 2026 |
| HAMEL ASSOCIATES, INC. | $362,660,962 | 92 | $3,941,967 | June 30, 2026 |
| Wealth Management Associates, Inc. | $362,384,324 | 254 | $1,426,710 | June 30, 2026 |
| Foresite Capital Management V, LLC | $362,202,120 | 9 | $40,244,680 | June 30, 2026 |
| Alteri Wealth LLC | $362,142,003 | 296 | $1,223,453 | June 30, 2026 |
| SAXON INTERESTS, INC. | $362,006,745 | 238 | $1,521,037 | June 30, 2026 |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | $361,665,199 | 28 | $12,916,614 | June 30, 2026 |
| Francisco Partners Management, LP | $361,353,437 | 3 | $120,451,146 | June 30, 2026 |
| Pamplona Capital Management, LLC | $361,326,357 | 5 | $72,265,271 | June 30, 2026 |
| Solitude Financial Services | $361,228,889 | 42 | $8,600,688 | June 30, 2026 |
| ParaFi Capital LP | $361,211,118 | 24 | $15,050,463 | June 30, 2026 |
| HT Partners LLC | $361,145,978 | 53 | $6,814,075 | June 30, 2026 |
| Mass General Brigham, Inc | $361,079,129 | 6 | $60,179,855 | June 30, 2026 |
| WT Wealth Management | $361,078,335 | 138 | $2,616,510 | June 30, 2026 |
| Demars Financial Group, LLC | $360,896,650 | 113 | $3,193,776 | June 30, 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | $360,637,173 | 59 | $6,112,494 | June 30, 2026 |
| Kentucky Farm Bureau Mutual Insurance Co | $360,365,173 | 69 | $5,222,684 | June 30, 2026 |
| Equita Financial Network, Inc. | $360,249,931 | 95 | $3,792,105 | June 30, 2026 |
| Morling Financial Advisors, LLC | $360,042,279 | 123 | $2,927,173 | June 30, 2026 |
| MADDEN SECURITIES Corp | $359,967,573 | 118 | $3,050,573 | June 30, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | $359,807,366 | 136 | $2,645,642 | June 30, 2026 |
| PL Capital Advisors, LLC | $359,750,583 | 31 | $11,604,858 | June 30, 2026 |
| Gen-Wealth Partners Inc | $359,699,542 | 722 | $498,199 | June 30, 2026 |
| Bridge Creek Capital Management LLC | $359,627,334 | 116 | $3,100,236 | Sept. 30, 2025 Stale |
| Bryant Woods Investment Advisors, LLC | $359,584,226 | 85 | $4,230,403 | June 30, 2026 |
| Resurgent Financial Advisors LLC | $359,534,856 | 316 | $1,137,769 | June 30, 2026 |
| Horizon Investment Services, LLC | $359,525,936 | 143 | $2,514,167 | June 30, 2026 |
| 1ST SOURCE BANK | $359,406,774 | 289 | $1,243,622 | June 30, 2026 |
| Man Investment Partners (US) LP | $359,292,529 | 6 | $59,882,088 | June 30, 2026 |
| KOTLER KEVIN | $359,035,319 | 38 | $9,448,298 | Dec. 31, 2025 Stale |
| Pillsbury Lake Capital LLC | $358,385,230 | 43 | $8,334,540 | June 30, 2026 |
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