Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| WRIGHT INVESTORS SERVICE INC | $268,915,825 | 148 | $1,816,999 | June 30, 2026 |
| Quantum Portfolio Management LLC | $268,795,737 | 522 | $514,934 | June 30, 2026 |
| FIRST FINANCIAL CORP /IN/ | $268,559,704 | 295 | $910,372 | June 30, 2026 |
| 5T Wealth, LLC | $268,533,445 | 134 | $2,003,981 | June 30, 2026 |
| V2 Financial group LLC | $268,453,783 | 123 | $2,182,551 | June 30, 2026 |
| Oakcliff Capital Partners, LP | $268,452,796 | 9 | $29,828,088 | June 30, 2026 |
| Cordgrass Capital Advisors, LLC | $268,448,401 | 225 | $1,193,104 | June 30, 2026 |
| Carnegie Lake Advisors LLC | $268,209,715 | 168 | $1,596,486 | June 30, 2026 |
| MAD RIVER INVESTORS | $268,105,784 | 30 | $8,936,859 | June 30, 2026 |
| MONEYWISE, INC. | $268,057,094 | 86 | $3,116,943 | June 30, 2026 |
| Everest Private Wealth | $268,026,233 | 85 | $3,153,250 | June 30, 2026 |
| Empower Annuity Insurance Co | $267,968,630 | 1 | $267,968,630 | June 30, 2026 |
| New England Professional Planning Group Inc. | $267,932,933 | 50 | $5,358,659 | June 30, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | $267,882,004 | 161 | $1,663,863 | June 30, 2026 |
| WASHINGTON STATE INVESTMENT BOARD | $267,813,607 | 2 | $133,906,804 | June 30, 2026 |
| Compass Financial Services Inc | $267,536,290 | 57 | $4,693,619 | June 30, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | $267,470,940 | 274 | $976,171 | March 31, 2026 Previous quarter |
| Enterprise Bank & Trust Co | $267,420,537 | 135 | $1,980,893 | June 30, 2025 Stale |
| HMS Capital Management, LLC | $267,360,592 | 120 | $2,228,005 | June 30, 2026 |
| WealthCollab, LLC | $267,347,963 | 969 | $275,901 | June 30, 2026 |
| Johnson & White Wealth Management, LLC | $267,336,373 | 117 | $2,284,926 | June 30, 2026 |
| Financial Guidance Group, Inc. | $267,280,428 | 91 | $2,937,148 | June 30, 2026 |
| Financial Planning Navigators CORP | $267,188,153 | 70 | $3,816,974 | June 30, 2026 |
| Ridgewood Investments LLC | $267,177,594 | 208 | $1,284,508 | June 30, 2026 |
| Element Wealth, LLC | $267,061,665 | 214 | $1,247,952 | June 30, 2026 |
| FF Advisors,LLC | $267,030,962 | 123 | $2,170,983 | June 30, 2026 |
| MORTON COMMUNITY BANK | $266,878,647 | 120 | $2,223,989 | June 30, 2026 |
| Essex Bank | $266,795,653 | 318 | $838,980 | June 30, 2026 |
| Redwood Investments, LLC | $266,677,639 | 95 | $2,807,133 | March 31, 2025 Stale |
| Family Office Research LLC | $266,593,949 | 85 | $3,136,399 | June 30, 2026 |
| HOWARD BAILEY SECURITIES, LLC | $266,581,897 | 121 | $2,203,156 | June 30, 2026 |
| AAF Wealth Management, LLC | $266,502,517 | 57 | $4,675,483 | June 30, 2026 |
| Keystone Financial Services | $266,493,838 | 131 | $2,034,304 | June 30, 2026 |
| SSA SWISS ADVISORS AG | $266,487,648 | 107 | $2,490,539 | June 30, 2026 |
| MISHPACHA HOLDINGS CORP | $266,269,678 | 5 | $53,253,936 | June 30, 2026 |
| Forager Capital Management, LLC | $265,943,256 | 10 | $26,594,326 | June 30, 2026 |
| Aerodigm Wealth, LLC | $265,719,509 | 86 | $3,089,762 | March 31, 2026 Previous quarter |
| RETIREMENT GUYS FORMULA LLC | $265,685,231 | 158 | $1,681,552 | June 30, 2026 |
| Yiheng Capital Management, L.P. | $265,646,166 | 28 | $9,487,363 | June 30, 2026 |
| Vawter Financial, Ltd. | $265,542,345 | 131 | $2,027,041 | June 30, 2026 |
| IMPACTfolio, LLC | $265,515,710 | 37 | $7,176,100 | June 30, 2026 |
| Ballentine Capital Advisors, Inc | $265,382,142 | 26 | $10,207,005 | June 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | $265,239,019 | 929 | $285,510 | June 30, 2026 |
| Strategic Financial Partners, Ltd. | $265,118,473 | 88 | $3,012,710 | June 30, 2026 |
| Hippocratic Financial Advisors, LLC | $265,050,686 | 39 | $6,796,171 | June 30, 2026 |
| Pachira Investments Inc. | $265,017,382 | 78 | $3,397,659 | June 30, 2026 |
| Mount Capital Ltd | $264,977,437 | 17 | $15,586,908 | June 30, 2026 |
| MYECFO, LLC | $264,963,140 | 73 | $3,629,632 | June 30, 2026 |
| GHE, LLC | $264,924,707 | 57 | $4,647,802 | June 30, 2026 |
| RAELIPSKIE PARTNERSHIP | $264,839,609 | 124 | $2,135,803 | June 30, 2026 |
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