Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| VAN STRUM & TOWNE INC. | $366,790,100 | 111 | $3,304,415 | June 30, 2026 |
| Storen Legacy Partners, LLC | $366,804,683 | 116 | $3,162,109 | June 30, 2026 |
| Running Point Capital Advisors, LLC | $366,954,539 | 190 | $1,931,340 | Dec. 31, 2025 Stale |
| FORTRESS PRIVATE LEDGER, LLC | $367,027,065 | 279 | $1,315,509 | June 30, 2026 |
| Whelan Financial | $367,216,631 | 101 | $3,635,808 | June 30, 2026 |
| ONE Advisory Partners, LLC | $367,389,937 | 68 | $5,402,793 | June 30, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | $367,485,301 | 204 | $1,801,399 | June 30, 2026 |
| Alpha Financial Advisors, LLC | $367,664,128 | 114 | $3,225,124 | June 30, 2026 |
| Sterling Financial Planning, Inc. | $367,666,179 | 123 | $2,989,156 | June 30, 2026 |
| Promethos Capital, LLC | $367,723,776 | 54 | $6,809,700 | June 30, 2026 |
| 11 Capital Partners LP | $367,745,700 | 22 | $16,715,714 | June 30, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $367,805,395 | 166 | $2,215,695 | June 30, 2026 |
| Bain Capital Credit, LP | $367,855,084 | 6 | $61,309,181 | June 30, 2026 |
| Millstreet Capital Management LLC | $368,063,724 | 2 | $184,031,862 | June 30, 2026 |
| BATTERY MANAGEMENT CORP. | $368,295,473 | 5 | $73,659,095 | June 30, 2026 |
| Commonwealth Retirement Investments LLC | $368,407,274 | 416 | $885,594 | June 30, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | $368,718,180 | 85 | $4,337,861 | June 30, 2026 |
| Joule Financial, LLC | $368,779,065 | 116 | $3,179,130 | June 30, 2026 |
| Gold Investment Management Ltd. | $368,833,962 | 202 | $1,825,911 | June 30, 2026 |
| General Electric Co | $368,854,317 | 2 | $184,427,159 | June 30, 2026 |
| Alta Wealth Advisors LLC | $368,928,324 | 170 | $2,170,167 | June 30, 2026 |
| Wealth Advisors of Iowa, LLC | $369,194,607 | 90 | $4,102,162 | June 30, 2026 |
| FIRST FOUNDATION ADVISORS | $369,359,165 | 354 | $1,043,387 | June 30, 2026 |
| EVEXIA WEALTH LLC | $369,483,283 | 77 | $4,798,484 | June 30, 2026 |
| Bruce & Co., Inc. | $369,495,763 | 41 | $9,012,092 | June 30, 2026 |
| Ariel Capital Advisors, LLC | $369,586,678 | 256 | $1,443,698 | Dec. 31, 2024 Stale |
| AYAL Capital Advisors Ltd | $369,681,383 | 44 | $8,401,850 | June 30, 2026 |
| M & L Capital Management Ltd | $369,819,181 | 17 | $21,754,069 | June 30, 2026 |
| Cypress Capital, LLC | $369,906,753 | 113 | $3,273,511 | June 30, 2026 |
| Montecito Bank & Trust | $370,019,401 | 271 | $1,365,385 | June 30, 2026 |
| Gunderson Capital Management LLC | $370,305,362 | 52 | $7,121,257 | June 30, 2026 |
| B.O.S.S. Retirement Advisors, LLC | $370,351,345 | 157 | $2,358,926 | June 30, 2026 |
| Veracity Capital LLC | $370,388,047 | 223 | $1,660,933 | June 30, 2026 |
| Next Capital Management LLC | $370,451,297 | 138 | $2,684,430 | June 30, 2026 |
| Congress Park Capital LLC | $370,483,821 | 134 | $2,764,805 | June 30, 2026 |
| WEALTH EFFECTS LLC | $370,499,732 | 256 | $1,447,265 | June 30, 2026 |
| RESTON WEALTH MANAGEMENT LLC | $370,994,639 | 65 | $5,707,610 | June 30, 2026 |
| REGIMEN WEALTH, LLC | $371,024,221 | 76 | $4,881,898 | June 30, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $371,189,435 | 394 | $942,105 | June 30, 2026 |
| Strathmore Capital Advisors, Inc. | $371,367,626 | 142 | $2,615,265 | June 30, 2026 |
| MIO PARTNERS, INC. | $371,532,995 | 6 | $61,922,166 | June 30, 2026 |
| Lifestyle Asset Management, Inc. | $371,656,313 | 129 | $2,881,057 | June 30, 2026 |
| Cornell Pochily Investment Advisors, Inc. | $371,701,873 | 189 | $1,966,677 | June 30, 2026 |
| Atle Fund Management AB | $371,704,828 | 39 | $9,530,893 | June 30, 2026 |
| Kooman & Associates | $371,806,798 | 56 | $6,639,407 | June 30, 2026 |
| Veery Capital, LLC | $372,324,215 | 100 | $3,723,242 | June 30, 2026 |
| HARMONY ASSET MANAGEMENT LLC | $372,418,098 | 201 | $1,852,826 | June 30, 2026 |
| Rench Wealth Management, Inc. | $372,494,681 | 67 | $5,559,622 | June 30, 2026 |
| Omnia Family Wealth, LLC | $373,159,710 | 103 | $3,622,910 | June 30, 2026 |
| 3G Capital Partners LP | $373,243,970 | 18 | $20,735,776 | June 30, 2026 |
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