Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Waypoint Wealth Partners Inc. | $411,422,320 | 76 | $5,413,452 | June 30, 2025 Stale |
| Prism Advisors, Inc. | $411,581,709 | 77 | $5,345,217 | June 30, 2026 |
| Taylor Hoffman Capital Management LLC | $411,596,854 | 122 | $3,373,745 | June 30, 2026 |
| Accretive Wealth Partners, LLC | $411,628,410 | 181 | $2,274,190 | June 30, 2026 |
| MCDONALD PARTNERS LLC | $411,742,758 | 621 | $663,032 | June 30, 2026 |
| WealthCare Investment Partners, LLC | $411,749,432 | 206 | $1,998,784 | June 30, 2026 |
| EntryPoint Capital, LLC | $412,064,875 | 768 | $536,543 | June 30, 2026 |
| Kiltearn Partners LLP | $412,123,139 | 29 | $14,211,143 | June 30, 2026 |
| Hilltop Partners LLC | $412,351,224 | 150 | $2,749,008 | June 30, 2026 |
| Kanen Wealth Management LLC | $412,580,217 | 37 | $11,150,817 | June 30, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | $412,919,106 | 109 | $3,788,249 | June 30, 2026 |
| BigSur Wealth Management LLC | $413,270,612 | 169 | $2,445,388 | June 30, 2026 |
| JRM Investment Counsel, LLC | $413,299,533 | 21 | $19,680,930 | June 30, 2026 |
| WP Advisors, LLC | $413,332,418 | 119 | $3,473,382 | June 30, 2026 |
| Siena Capital Partners GP, LLC | $413,423,349 | 101 | $4,093,300 | June 30, 2026 |
| BNC WEALTH MANAGEMENT, LLC | $413,548,128 | 106 | $3,901,397 | June 30, 2026 |
| Vision Retirement, LLC | $413,622,341 | 621 | $666,059 | June 30, 2026 |
| Hudson Capital Management LLC | $413,626,295 | 74 | $5,589,545 | June 30, 2026 |
| RFG - Bristol Wealth Advisors, LLC | $413,628,287 | 188 | $2,200,150 | June 30, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $413,630,182 | 164 | $2,522,135 | June 30, 2026 |
| Measured Wealth Private Client Group, LLC | $413,733,816 | 720 | $574,630 | June 30, 2026 |
| Pioneer Wealth Management Group | $413,935,618 | 55 | $7,526,102 | June 30, 2026 |
| Family Firm, Inc. | $414,949,293 | 87 | $4,769,532 | June 30, 2025 Stale |
| KFA Private Wealth Group, LLC | $415,234,547 | 150 | $2,768,230 | June 30, 2026 |
| Squire Investment Management Company, LLC | $415,305,295 | 89 | $4,666,352 | June 30, 2026 |
| Walter Public Investments Inc. | $415,513,521 | 53 | $7,839,878 | June 30, 2026 |
| Prasad Wealth Partners, LLC | $415,562,958 | 160 | $2,597,268 | June 30, 2026 |
| CAPITAL CITY TRUST CO/FL | $415,789,209 | 129 | $3,223,172 | June 30, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | $415,887,479 | 39 | $10,663,782 | June 30, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | $416,162,299 | 80 | $5,202,029 | June 30, 2026 |
| Revisor Wealth Management LLC | $416,169,670 | 371 | $1,121,751 | June 30, 2026 |
| ANCHYRA PARTNERS LLC | $416,389,973 | 350 | $1,189,686 | June 30, 2026 |
| EPG Wealth Management LLC | $417,326,944 | 318 | $1,312,349 | June 30, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | $417,349,406 | 110 | $3,794,086 | June 30, 2026 |
| Almitas Capital LLC | $417,358,165 | 130 | $3,210,447 | June 30, 2026 |
| Resolute Advisors LLC | $417,455,704 | 82 | $5,090,923 | June 30, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | $417,659,921 | 232 | $1,800,258 | June 30, 2026 |
| KELLEHER FINANCIAL ADVISORS | $417,701,397 | 864 | $483,451 | June 30, 2026 |
| Vestwell Advisors, LLC | $417,819,311 | 26 | $16,069,974 | June 30, 2026 |
| Concentrum Wealth Management | $417,834,834 | 127 | $3,290,038 | June 30, 2026 |
| Landmark Wealth Management, LLC | $417,875,381 | 151 | $2,767,387 | June 30, 2026 |
| TSP Capital Management Group, LLC | $418,006,178 | 43 | $9,721,074 | June 30, 2026 |
| Prairie Wealth Advisors, Inc. | $418,102,826 | 256 | $1,633,214 | June 30, 2026 |
| Human Investing LLC | $418,118,288 | 105 | $3,982,079 | June 30, 2026 |
| Centurion Wealth Management LLC | $418,232,048 | 283 | $1,477,852 | June 30, 2026 |
| New England Capital Financial Advisors LLC | $418,236,267 | 431 | $970,386 | June 30, 2026 |
| Thiel Macro LLC | $418,666,506 | 8 | $52,333,313 | June 30, 2026 |
| Juniper Hill Capital Management LP | $418,749,633 | 4 | $104,687,408 | Dec. 31, 2025 Stale |
| Daybright Advisory Services, Inc. | $418,948,545 | 145 | $2,889,300 | June 30, 2026 |
| Nut Tree Capital Management, LP | $419,014,023 | 8 | $52,376,753 | June 30, 2026 |
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