Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Xcel Wealth Management, LLC | $419,087,595 | 140 | $2,993,483 | June 30, 2026 |
| ROMAN BUTLER FULLERTON & CO | $419,144,509 | 280 | $1,496,945 | June 30, 2026 |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | $419,471,173 | 200 | $2,097,356 | June 30, 2026 |
| 325 CAPITAL LLC | $419,496,368 | 12 | $34,958,031 | June 30, 2026 |
| BALLAST ADVISORS LLC | $419,710,347 | 197 | $2,130,509 | June 30, 2026 |
| UNIVERSITY OF CHICAGO | $419,720,579 | 14 | $29,980,041 | June 30, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $419,865,360 | 140 | $2,999,038 | June 30, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | $420,122,882 | 177 | $2,373,576 | June 30, 2026 |
| ETF Portfolio Partners, Inc. | $420,376,468 | 70 | $6,005,378 | June 30, 2026 |
| True Wealth Design, LLC | $420,450,695 | 2,655 | $158,362 | June 30, 2026 |
| PYA Waltman Capital, LLC | $420,553,761 | 67 | $6,276,922 | June 30, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | $420,731,669 | 110 | $3,824,833 | June 30, 2026 |
| Compass Advisory Group LLC | $420,797,065 | 89 | $4,728,057 | June 30, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | $420,832,095 | 178 | $2,364,225 | June 30, 2026 |
| EnRich Financial Partners LLC | $420,978,663 | 67 | $6,283,264 | June 30, 2026 |
| DELTA FINANCIAL ADVISORS LLC | $421,047,049 | 152 | $2,770,046 | June 30, 2026 |
| Atlatl Advisers LLC | $421,145,945 | 459 | $917,529 | June 30, 2026 |
| RENAISSANCERE HOLDINGS LTD | $421,495,030 | 5 | $84,299,006 | June 30, 2026 |
| GLOBE LIFE INC. | $421,612,883 | 2 | $210,806,442 | June 30, 2026 |
| Alta Advisers Ltd | $422,450,490 | 219 | $1,928,998 | June 30, 2026 |
| Cutter & CO Brokerage, Inc. | $422,658,723 | 183 | $2,309,611 | March 31, 2025 Stale |
| Miller Value Partners, LLC | $423,070,057 | 56 | $7,554,822 | June 30, 2026 |
| BWM Planning, LLC | $423,097,149 | 99 | $4,273,709 | June 30, 2026 |
| VeraBank, N.A. | $423,201,100 | 167 | $2,534,138 | June 30, 2026 |
| WHITE PINE CAPITAL LLC | $423,222,430 | 240 | $1,763,427 | June 30, 2026 |
| AVALON CAPITAL MANAGEMENT | $423,386,149 | 130 | $3,256,817 | June 30, 2026 |
| Meredith Wealth Planning | $423,707,713 | 74 | $5,725,780 | June 30, 2026 |
| Myriad Asset Management Advisors LLC | $423,776,000 | 49 | $8,648,490 | June 30, 2026 |
| AMJ Financial Wealth Management | $424,006,086 | 86 | $4,930,303 | June 30, 2026 |
| Fivespan Partners, LP | $424,315,137 | 6 | $70,719,190 | June 30, 2026 |
| SWMG, LLC | $424,459,552 | 100 | $4,244,596 | June 30, 2026 |
| Rinkey Investments | $424,807,105 | 128 | $3,318,806 | June 30, 2026 |
| Sterling Investment Counsel, LLC | $424,849,196 | 197 | $2,156,595 | June 30, 2026 |
| Wealth Management Partners, LLC | $425,003,141 | 154 | $2,759,761 | June 30, 2026 |
| BankPlus Trust Department | $425,124,999 | 470 | $904,521 | June 30, 2026 |
| Ashoka WhiteOak Capital Pte Ltd | $425,281,516 | 17 | $25,016,560 | June 30, 2026 |
| Lifelong Wealth Advisors, Inc. | $425,622,985 | 99 | $4,299,222 | June 30, 2026 |
| Heartland Bank & Trust Co | $425,627,683 | 211 | $2,017,193 | June 30, 2026 |
| AyurMaya Capital Management Company, LP | $426,031,355 | 1 | $426,031,355 | June 30, 2026 |
| Ruedi Wealth Management, Inc. | $426,302,897 | 62 | $6,875,853 | June 30, 2026 |
| Ironsides Asset Advisors, LLC | $426,889,895 | 83 | $5,143,252 | June 30, 2026 |
| DSC Meridian Capital LP | $427,163,839 | 15 | $28,477,589 | June 30, 2026 |
| Dockside LLC | $427,378,714 | 184 | $2,322,710 | June 30, 2026 |
| BOONE CAPITAL MANAGEMENT LLC | $427,536,296 | 16 | $26,721,019 | June 30, 2026 |
| Straight Path Wealth Management | $427,812,303 | 141 | $3,034,130 | June 30, 2026 |
| Private Wealth Management Group, LLC | $428,143,917 | 1,455 | $294,257 | June 30, 2026 |
| TRUEFG, LLC | $428,224,299 | 75 | $5,709,657 | June 30, 2026 |
| LEGACY FINANCIAL GROUP, INC. | $428,533,906 | 104 | $4,120,518 | June 30, 2026 |
| Navalign, LLC | $429,112,891 | 132 | $3,250,855 | June 30, 2026 |
| Virtus Investment Advisers, LLC | $429,237,907 | 463 | $927,080 | June 30, 2026 |
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