Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| OLIO Financial Planning | $403,108,275 | 68 | $5,928,063 | June 30, 2026 |
| Arcataur Capital Management LLC | $403,496,176 | 105 | $3,842,821 | June 30, 2026 |
| McElhenny Sheffield Capital Management, LLC | $403,780,444 | 108 | $3,738,708 | June 30, 2026 |
| Northeast Financial Group, Inc. | $403,974,657 | 90 | $4,488,607 | March 31, 2026 Previous quarter |
| Buckley Wealth Management, LLC | $404,335,744 | 104 | $3,887,844 | June 30, 2026 |
| ROBERTS GLORE & CO INC /IL/ | $404,442,563 | 246 | $1,644,075 | June 30, 2026 |
| Seaside Wealth Management, Inc. | $404,553,247 | 71 | $5,697,933 | June 30, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $404,569,052 | 169 | $2,393,900 | June 30, 2026 |
| Modus Advisors, LLC | $404,975,025 | 118 | $3,431,992 | June 30, 2026 |
| Cisco Systems, Inc. | $405,215,728 | 6 | $67,535,955 | June 30, 2026 |
| Benchmark Financial Wealth Advisors, LLC | $405,330,353 | 147 | $2,757,349 | June 30, 2026 |
| CHEMUNG CANAL TRUST CO | $405,510,879 | 111 | $3,653,251 | June 30, 2026 |
| Headland Capital, LLC | $405,536,948 | 64 | $6,336,515 | June 30, 2026 |
| Whitefort Capital Management, LP | $405,697,852 | 19 | $21,352,519 | June 30, 2026 |
| Evelyn Partners Asset Management Ltd | $405,813,925 | 308 | $1,317,578 | March 31, 2026 Previous quarter |
| ARK & TLK INVESTMENTS, LLC | $405,899,590 | 127 | $3,196,060 | June 30, 2026 |
| Tactive Advisors, LLC | $405,918,114 | 282 | $1,439,426 | June 30, 2026 |
| Warner Group LLC | $406,050,682 | 129 | $3,147,680 | June 30, 2026 |
| Bond & Devick Financial Network, Inc. | $406,147,254 | 207 | $1,962,064 | June 30, 2026 |
| Talon Private Wealth, LLC | $406,199,611 | 187 | $2,172,190 | March 31, 2026 Previous quarter |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | $406,353,868 | 35 | $11,610,111 | June 30, 2026 |
| Perbak Capital Partners LLP | $406,381,160 | 294 | $1,382,249 | March 31, 2026 Previous quarter |
| PLATINUM INVESTMENT MANAGEMENT LTD | $406,746,419 | 85 | $4,785,252 | June 30, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $406,790,772 | 53 | $7,675,298 | June 30, 2026 |
| Amicus Financial Advisors, LLC | $407,000,836 | 95 | $4,284,219 | June 30, 2026 |
| EQ LLC | $407,206,621 | 87 | $4,680,536 | June 30, 2026 |
| Burt Wealth Advisors | $407,304,568 | 115 | $3,541,779 | Sept. 30, 2025 Stale |
| INCEPTIONR LLC | $407,403,482 | 628 | $648,732 | June 30, 2026 |
| TIFF ADVISORY SERVICES, LLC | $407,871,410 | 19 | $21,466,916 | June 30, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | $408,010,696 | 117 | $3,487,271 | March 31, 2026 Previous quarter |
| Al Warda Investments RSC Ltd | $408,059,051 | 1 | $408,059,051 | Dec. 31, 2025 Stale |
| Sicart Associates LLC | $408,399,241 | 74 | $5,518,909 | June 30, 2026 |
| Rooted Wealth Advisors, Inc. | $408,484,924 | 149 | $2,741,510 | June 30, 2026 |
| Rock Point Advisors, LLC | $408,909,239 | 123 | $3,324,465 | June 30, 2026 |
| DKRT Investments Corp. | $409,254,328 | 50 | $8,185,087 | June 30, 2026 |
| Ifrah Financial Services, Inc. | $409,459,599 | 214 | $1,913,363 | June 30, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $409,489,738 | 182 | $2,249,944 | June 30, 2026 |
| HFR Wealth Management, LLC | $409,691,759 | 53 | $7,730,033 | June 30, 2026 |
| Pinnacle Financial Group, LLC / IL | $409,737,876 | 117 | $3,502,033 | June 30, 2026 |
| Strata Wealth Advisors, LLC | $410,032,773 | 97 | $4,227,142 | June 30, 2026 |
| Acorn Wealth Advisors, LLC | $410,315,561 | 303 | $1,354,177 | June 30, 2026 |
| ROCKLAND TRUST CO | $410,333,534 | 317 | $1,294,428 | June 30, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | $410,450,629 | 118 | $3,478,395 | June 30, 2026 |
| First Washington CORP | $410,527,684 | 51 | $8,049,562 | June 30, 2026 |
| SignalPoint Asset Management, LLC | $410,708,822 | 253 | $1,623,355 | Dec. 31, 2024 Stale |
| Gavilan Investment Partners LLC | $410,764,178 | 15 | $27,384,279 | June 30, 2026 |
| Financial Perspectives, Inc | $410,865,266 | 728 | $564,375 | June 30, 2026 |
| ELEVATUS WELATH MANAGEMENT | $411,138,835 | 243 | $1,691,929 | June 30, 2026 |
| Alpine Investment Management Ltd | $411,197,409 | 9 | $45,688,601 | June 30, 2026 |
| Inlet Private Wealth, LLC | $411,329,156 | 133 | $3,092,700 | June 30, 2026 |
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