Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Capital Management Associates, Inc | $486,877,756 | 153 | $3,182,208 | June 30, 2026 |
| TLWM | $486,916,566 | 73 | $6,670,090 | June 30, 2026 |
| Wealth Advisory Solutions, LLC | $487,142,593 | 150 | $3,247,617 | June 30, 2026 |
| Parisi Gray Wealth Management | $487,151,051 | 155 | $3,142,910 | June 30, 2026 |
| Lineage Point Capital LP | $487,282,426 | 371 | $1,313,430 | June 30, 2026 |
| O'Keefe Stevens Advisory, Inc. | $487,664,256 | 81 | $6,020,546 | June 30, 2026 |
| Weaver Consulting Group | $487,742,272 | 297 | $1,642,230 | June 30, 2026 |
| Rempart Asset Management Inc. | $487,882,055 | 36 | $13,552,279 | June 30, 2026 |
| Lebenthal Global Advisors, LLC | $488,004,112 | 204 | $2,392,177 | June 30, 2026 |
| Retirement Management Systems Inc. | $488,463,696 | 55 | $8,881,158 | June 30, 2026 |
| STEVENS CAPITAL PARTNERS | $488,882,257 | 157 | $3,113,900 | June 30, 2026 |
| Dunhill Financial, LLC | $489,002,708 | 1,617 | $302,414 | June 30, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | $489,054,851 | 161 | $3,037,608 | June 30, 2026 |
| TAP Consulting, LLC | $489,074,352 | 153 | $3,196,564 | Dec. 31, 2024 Stale |
| Burton Enright Welch | $489,087,135 | 136 | $3,596,229 | June 30, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $489,087,343 | 244 | $2,004,456 | June 30, 2026 |
| Montis Financial, LLC | $489,090,661 | 152 | $3,217,702 | June 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | $489,359,151 | 619 | $790,564 | June 30, 2026 |
| Ancient Art, L.P. | $489,387,995 | 16 | $30,586,750 | June 30, 2026 |
| NVWM, LLC | $489,598,524 | 773 | $633,375 | June 30, 2026 |
| Waterway Wealth Management, LLC | $489,735,037 | 96 | $5,101,407 | June 30, 2026 |
| Timber Creek Capital Management LLC | $489,906,437 | 80 | $6,123,830 | June 30, 2026 |
| Summit Wealth Group, LLC | $490,279,362 | 129 | $3,800,615 | June 30, 2026 |
| FORTEM FINANCIAL GROUP, LLC | $490,318,889 | 188 | $2,608,079 | June 30, 2026 |
| Regent Peak Wealth Advisors LLC | $490,319,320 | 198 | $2,476,360 | March 31, 2026 Previous quarter |
| Bulltick Wealth Management, LLC | $490,340,724 | 134 | $3,659,259 | June 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | $490,784,200 | 278 | $1,765,411 | June 30, 2026 |
| Spinnaker Investment Group, LLC | $490,950,935 | 147 | $3,339,802 | March 31, 2026 Previous quarter |
| Marion Wealth Management | $491,494,185 | 159 | $3,091,158 | June 30, 2026 |
| Cypress Point Wealth Management, LLC | $491,605,483 | 142 | $3,462,010 | June 30, 2026 |
| Uniting Wealth Partners, LLC | $492,497,302 | 207 | $2,379,214 | June 30, 2026 |
| Vantage Financial Partners, LLC | $492,558,811 | 212 | $2,323,391 | Dec. 31, 2025 Stale |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | $492,819,748 | 151 | $3,263,707 | June 30, 2026 |
| Smith & Howard Wealth Management, LLC | $492,827,084 | 98 | $5,028,848 | June 30, 2026 |
| Fulcrum Capital LLC | $492,928,114 | 103 | $4,785,710 | June 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | $493,035,756 | 1,411 | $349,423 | June 30, 2026 |
| Scott Capital Advisors, LLC | $493,187,335 | 58 | $8,503,230 | March 31, 2026 Previous quarter |
| Spider Management Company, LLC | $493,364,414 | 7 | $70,480,631 | June 30, 2026 |
| High Falls Advisors, Inc | $493,632,632 | 144 | $3,428,004 | Dec. 31, 2025 Stale |
| Dash Acquisitions Inc. | $493,676,195 | 72 | $6,856,614 | June 30, 2026 |
| SIEMENS AG | $493,715,451 | 2 | $246,857,726 | June 30, 2026 |
| Benin Management CORP | $493,830,701 | 152 | $3,248,886 | June 30, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | $493,878,927 | 121 | $4,081,644 | June 30, 2026 |
| MARATHON CAPITAL MANAGEMENT | $493,931,367 | 187 | $2,641,344 | June 30, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | $494,078,616 | 46 | $10,740,839 | June 30, 2026 |
| Summit X, LLC | $494,243,310 | 255 | $1,938,209 | June 30, 2025 Stale |
| Carlson Capital, L.P. | $494,395,234 | 74 | $6,681,017 | June 30, 2026 |
| Fermata Advisors, LLC | $494,523,036 | 275 | $1,798,266 | June 30, 2026 |
| Act Two Investors LLC | $494,743,497 | 37 | $13,371,446 | June 30, 2026 |
| Fairvoy Private Wealth, LLC | $494,788,962 | 200 | $2,473,945 | June 30, 2026 |
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