Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | $354,540,161 | 2 | $177,270,081 | June 30, 2026 |
| Santori & Peters, Inc. | $354,631,332 | 83 | $4,272,667 | June 30, 2026 |
| FIRETRAIL INVESTMENTS PTY LTD | $354,714,827 | 32 | $11,084,838 | June 30, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $354,825,619 | 690 | $514,240 | June 30, 2026 |
| Oxbow Capital Management (HK) Ltd | $354,829,283 | 4 | $88,707,321 | June 30, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $354,946,821 | 257 | $1,381,116 | June 30, 2026 |
| WATERSHED PRIVATE WEALTH LLC | $355,065,417 | 120 | $2,958,878 | June 30, 2026 |
| TFR Capital, LLC. | $355,251,807 | 165 | $2,153,041 | June 30, 2026 |
| Commonwealth Bank of Australia | $355,365,286 | 2 | $177,682,643 | June 30, 2026 |
| Hi-Line Capital Management, LLC | $355,452,624 | 32 | $11,107,895 | June 30, 2026 |
| Sandbox Financial Partners, LLC | $355,619,503 | 117 | $3,039,483 | March 31, 2026 Previous quarter |
| Core Wealth Management, Inc. | $355,752,023 | 42 | $8,470,286 | June 30, 2026 |
| GENESIS PRIVATE WEALTH, LLC | $355,756,663 | 192 | $1,852,899 | June 30, 2026 |
| Eaton-Cambridge Inc. | $355,774,662 | 70 | $5,082,495 | June 30, 2026 |
| eCIO, Inc. | $355,864,712 | 46 | $7,736,189 | June 30, 2026 |
| TigerOak Management, L.L.C. | $356,000,516 | 139 | $2,561,155 | June 30, 2026 |
| Ascension Capital Advisors, Inc. | $356,139,549 | 97 | $3,671,542 | June 30, 2026 |
| CORA CAPITAL ADVISORS LLC | $356,267,349 | 145 | $2,457,016 | June 30, 2026 |
| Crestmont Private Wealth LLC | $356,493,441 | 105 | $3,395,176 | June 30, 2026 |
| Incline Global Management LLC | $356,556,881 | 20 | $17,827,844 | June 30, 2026 |
| Guardian Wealth Management, LLC | $356,701,503 | 30 | $11,890,050 | June 30, 2026 |
| BARRETT & COMPANY, INC. | $357,177,661 | 707 | $505,202 | June 30, 2026 |
| Menlo Ventures Management, L.P. | $357,366,151 | 3 | $119,122,050 | June 30, 2026 |
| Permit Capital, LLC | $357,383,614 | 20 | $17,869,181 | June 30, 2026 |
| Sentry LLC | $357,417,076 | 132 | $2,707,705 | June 30, 2026 |
| Metropolitan Life Insurance Co/NY | $357,433,227 | 11 | $32,493,930 | June 30, 2026 |
| Providence First Trust Co | $357,570,276 | 196 | $1,824,338 | June 30, 2026 |
| Bare Financial Services, Inc | $357,851,494 | 1,784 | $200,589 | June 30, 2026 |
| Greystone Financial Group, LLC | $357,857,344 | 74 | $4,835,910 | June 30, 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | $357,916,684 | 58 | $6,170,977 | June 30, 2026 |
| Extract Advisors LLC | $357,921,541 | 31 | $11,545,856 | June 30, 2026 |
| Members Advisory Group LLC | $358,216,108 | 42 | $8,528,955 | June 30, 2026 |
| PCA Investment Advisory Services Inc. | $358,356,357 | 59 | $6,073,837 | June 30, 2026 |
| Pillsbury Lake Capital LLC | $358,385,230 | 43 | $8,334,540 | June 30, 2026 |
| KOTLER KEVIN | $359,035,319 | 38 | $9,448,298 | Dec. 31, 2025 Stale |
| Man Investment Partners (US) LP | $359,292,529 | 6 | $59,882,088 | June 30, 2026 |
| 1ST SOURCE BANK | $359,406,774 | 289 | $1,243,622 | June 30, 2026 |
| Horizon Investment Services, LLC | $359,525,936 | 143 | $2,514,167 | June 30, 2026 |
| Resurgent Financial Advisors LLC | $359,534,856 | 316 | $1,137,769 | June 30, 2026 |
| Bryant Woods Investment Advisors, LLC | $359,584,226 | 85 | $4,230,403 | June 30, 2026 |
| Bridge Creek Capital Management LLC | $359,627,334 | 116 | $3,100,236 | Sept. 30, 2025 Stale |
| Gen-Wealth Partners Inc | $359,699,542 | 722 | $498,199 | June 30, 2026 |
| PL Capital Advisors, LLC | $359,750,583 | 31 | $11,604,858 | June 30, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | $359,807,366 | 136 | $2,645,642 | June 30, 2026 |
| MADDEN SECURITIES Corp | $359,967,573 | 118 | $3,050,573 | June 30, 2026 |
| Morling Financial Advisors, LLC | $360,042,279 | 123 | $2,927,173 | June 30, 2026 |
| Equita Financial Network, Inc. | $360,249,931 | 95 | $3,792,105 | June 30, 2026 |
| Kentucky Farm Bureau Mutual Insurance Co | $360,365,173 | 69 | $5,222,684 | June 30, 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | $360,637,173 | 59 | $6,112,494 | June 30, 2026 |
| Demars Financial Group, LLC | $360,896,650 | 113 | $3,193,776 | June 30, 2026 |
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