Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| RAELIPSKIE PARTNERSHIP | $264,839,609 | 124 | $2,135,803 | June 30, 2026 |
| WASHINGTON UNIVERSITY | $264,794,776 | 3 | $88,264,925 | June 30, 2026 |
| Keystone Global Partners, LLC | $264,547,077 | 57 | $4,641,177 | June 30, 2026 |
| St. Johns Investment Management Company, LLC | $264,420,185 | 201 | $1,315,523 | June 30, 2026 |
| Verity Asset Management, Inc. | $264,353,233 | 223 | $1,185,441 | June 30, 2026 |
| KEYVANTAGE WEALTH, LLC | $264,337,161 | 96 | $2,753,512 | June 30, 2026 |
| Boyd Wealth Management, LLC | $264,182,981 | 47 | $5,620,914 | June 30, 2026 |
| Corecam Pte. Ltd. | $264,091,167 | 82 | $3,220,624 | June 30, 2026 |
| Brown Financial Advisors | $264,038,227 | 209 | $1,263,341 | March 31, 2026 Previous quarter |
| Wasserstein Management, L.P. | $264,020,463 | 8 | $33,002,558 | June 30, 2026 |
| Aragon Global Management, LP | $263,859,931 | 23 | $11,472,171 | June 30, 2026 |
| Alpha Zero LLC | $263,798,995 | 107 | $2,465,411 | June 30, 2026 |
| BlueChip Wealth Advisors LLC | $263,784,645 | 172 | $1,533,632 | June 30, 2026 |
| Physician Wealth Solutions Inc. | $263,753,310 | 45 | $5,861,185 | June 30, 2026 |
| Navis Wealth Advisors, LLC | $263,735,106 | 175 | $1,507,058 | June 30, 2026 |
| GGM Financial LLC | $263,715,097 | 265 | $995,151 | June 30, 2026 |
| Wela Strategies, LLC | $263,714,099 | 55 | $4,794,802 | Sept. 30, 2025 Stale |
| Greenfield Savings Bank | $263,654,937 | 148 | $1,781,452 | June 30, 2026 |
| Gray Wealth Management Inc. | $263,581,019 | 132 | $1,996,826 | Dec. 31, 2024 Stale |
| GatePass Capital, LLC | $263,494,792 | 189 | $1,394,152 | June 30, 2026 |
| VARCOV Co. | $263,383,063 | 352 | $748,247 | June 30, 2026 |
| Signature Wealth Management Group | $263,370,400 | 128 | $2,057,581 | March 31, 2026 Previous quarter |
| Investmark Advisory Group LLC | $263,335,376 | 148 | $1,779,293 | June 30, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | $263,024,220 | 47 | $5,596,260 | June 30, 2026 |
| Haven Private, LLC | $263,021,262 | 171 | $1,538,136 | June 30, 2026 |
| Purkiss Capital Advisors LLC | $262,660,487 | 189 | $1,389,738 | June 30, 2026 |
| Financial Futures Ltd Liability Co. | $262,613,397 | 80 | $3,282,667 | June 30, 2026 |
| Melone Private Wealth, LLC | $262,551,743 | 58 | $4,526,754 | June 30, 2026 |
| Massachusetts Wealth Management | $262,498,726 | 98 | $2,678,558 | June 30, 2026 |
| BluePointe Capital Management, LLC | $262,485,583 | 128 | $2,050,669 | March 31, 2025 Stale |
| FIRST CITIZENS INVESTOR SERVICES, INC. | $262,186,255 | 23 | $11,399,402 | Dec. 31, 2025 Stale |
| Fortitude Advisory Group L.L.C. | $261,754,572 | 238 | $1,099,809 | June 30, 2026 |
| MOKAN Wealth Management Inc. | $261,744,170 | 95 | $2,755,202 | June 30, 2026 |
| EAGLE WEALTH STRATEGIES LLC | $261,727,183 | 118 | $2,218,027 | June 30, 2026 |
| Werlinich Asset Management, LLC | $261,674,232 | 58 | $4,511,625 | June 30, 2026 |
| Beta Wealth Group, Inc. | $261,575,401 | 114 | $2,294,521 | June 30, 2026 |
| Twin Lakes Capital Management, LLC | $261,534,679 | 208 | $1,257,378 | June 30, 2026 |
| ALKEME WEALTH, LLC | $261,423,243 | 101 | $2,588,349 | June 30, 2026 |
| ANB BANK | $261,323,374 | 127 | $2,057,664 | June 30, 2026 |
| Silverberg Bernstein Capital Management LLC | $261,088,774 | 70 | $3,729,840 | June 30, 2026 |
| Fairtree Asset Management (Pty) Ltd | $260,904,369 | 96 | $2,717,754 | June 30, 2026 |
| NYL Investors LLC | $260,828,302 | 29 | $8,994,079 | June 30, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $260,824,647 | 184 | $1,417,525 | June 30, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | $260,772,839 | 605 | $431,029 | June 30, 2026 |
| Bravera Wealth | $260,769,291 | 352 | $740,822 | June 30, 2026 |
| Mount Lucas Management LP | $260,691,460 | 166 | $1,570,430 | June 30, 2026 |
| Robbins Farley | $260,437,258 | 157 | $1,658,836 | June 30, 2026 |
| BIP Alliance, LLC | $260,383,101 | 49 | $5,313,941 | June 30, 2025 Stale |
| Marnell Management LLC | $260,352,689 | 69 | $3,773,227 | June 30, 2026 |
| 4D Advisors, LLC | $260,317,245 | 37 | $7,035,601 | June 30, 2026 |
Page 112
of 189