Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Brentview Investment Management LLC | $252,728,889 | 62 | $4,076,272 | June 30, 2026 |
| Central Asset Investments & Management Holdings (HK) Ltd | $252,677,280 | 20 | $12,633,864 | June 30, 2026 |
| Empire Financial Management Company, LLC | $252,510,505 | 139 | $1,816,622 | June 30, 2026 |
| Eos Management, L.P. | $252,353,471 | 35 | $7,210,099 | June 30, 2026 |
| Darden Wealth Group Inc | $252,330,181 | 155 | $1,627,937 | June 30, 2026 |
| HUTNER CAPITAL MANAGEMENT INC | $252,139,573 | 43 | $5,863,711 | June 30, 2026 |
| OPTIMUM INVESTMENT ADVISORS | $252,057,521 | 613 | $411,187 | Sept. 30, 2025 Stale |
| Kathleen S. Wright Associates Inc. | $252,048,198 | 236 | $1,068,001 | Sept. 30, 2025 Stale |
| 5th Street Advisors, LLC | $252,037,398 | 56 | $4,500,668 | June 30, 2026 |
| Christensen, King & Associates Investment Services, Inc. | $251,702,966 | 108 | $2,330,583 | June 30, 2026 |
| Kintayl Capital LP | $251,681,473 | 61 | $4,125,926 | June 30, 2026 |
| Regency Capital Management Inc.\DE | $251,396,316 | 64 | $3,928,067 | June 30, 2026 |
| Norris Financial Group, LLC | $251,294,036 | 82 | $3,064,561 | June 30, 2026 |
| Tandem Wealth Advisors LLC | $251,247,866 | 48 | $5,234,331 | June 30, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | $251,187,354 | 72 | $3,488,713 | June 30, 2026 |
| MOR Wealth Management, LLC | $251,170,077 | 122 | $2,058,771 | June 30, 2026 |
| Client First Capital LLC | $251,125,241 | 28 | $8,968,759 | June 30, 2026 |
| Aufman Associates Inc | $250,883,835 | 67 | $3,744,535 | June 30, 2026 |
| Compass Wealth Management, LLC/GA | $250,865,808 | 74 | $3,390,078 | June 30, 2026 |
| Saraza Management, LP | $250,851,673 | 19 | $13,202,720 | June 30, 2026 |
| ABOUND FINANCIAL, LLC | $250,837,764 | 297 | $844,572 | June 30, 2026 |
| Latitude Advisors, LLC | $250,758,068 | 239 | $1,049,197 | June 30, 2026 |
| Ballast Asset Management, LP | $250,741,344 | 53 | $4,730,969 | June 30, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | $250,634,832 | 74 | $3,386,957 | June 30, 2026 |
| Sherborne Investors Management LP | $250,619,474 | 1 | $250,619,474 | June 30, 2026 |
| Pflug Koory, LLC | $250,348,893 | 426 | $587,673 | June 30, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | $250,299,964 | 151 | $1,657,616 | June 30, 2026 |
| Quadratic Capital Management LLC | $250,141,292 | 2 | $125,070,646 | June 30, 2026 |
| Jupiter Wealth Management LLC | $249,979,793 | 93 | $2,687,955 | June 30, 2026 |
| Level Wealth Management LLC | $249,670,122 | 70 | $3,566,716 | June 30, 2026 |
| BROGAN FINANCIAL, INC. | $249,524,888 | 64 | $3,898,826 | June 30, 2026 |
| Fox Hill Wealth Management | $249,403,247 | 120 | $2,078,360 | June 30, 2026 |
| Mirabaud & Cie SA | $249,189,271 | 53 | $4,701,684 | June 30, 2026 |
| Rockingstone Advisors LLC | $249,076,929 | 115 | $2,165,886 | June 30, 2026 |
| VPR Management LLC | $249,002,058 | 66 | $3,772,758 | June 30, 2026 |
| Rising Stella Capital Pte. Ltd | $248,981,139 | 3 | $82,993,713 | June 30, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | $248,975,554 | 151 | $1,648,845 | June 30, 2026 |
| SCHULHOFF & CO INC | $248,974,259 | 135 | $1,844,254 | June 30, 2026 |
| Independent Family Office, LLC | $248,940,932 | 85 | $2,928,717 | June 30, 2026 |
| Buska Wealth Management, LLC | $248,926,603 | 74 | $3,363,873 | March 31, 2026 Previous quarter |
| Cascade Wealth Advisors, Inc | $248,888,550 | 61 | $4,080,140 | June 30, 2026 |
| Windle Wealth, LLC | $248,883,573 | 35 | $7,110,959 | June 30, 2026 |
| BlackDiamond Wealth Management, LLC | $248,869,914 | 226 | $1,101,194 | June 30, 2026 |
| FOGEL CAPITAL MANAGEMENT, INC. | $248,711,386 | 57 | $4,363,358 | June 30, 2026 |
| STUART INVESTMENT ADVISORS, INC. | $248,626,570 | 21 | $11,839,360 | June 30, 2026 |
| Alpha Family Trust | $248,583,127 | 200 | $1,242,916 | June 30, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | $248,575,830 | 152 | $1,635,367 | June 30, 2026 |
| Pennsylvania State University | $248,543,704 | 3 | $82,847,901 | June 30, 2026 |
| Finley Financial, LLC | $248,464,385 | 110 | $2,258,767 | June 30, 2026 |
| Pavion Blue Capital, LLC | $248,416,106 | 111 | $2,237,983 | June 30, 2026 |
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