Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Liberty Street Advisors, Inc. | $507,006,786 | 4 | $126,751,697 | June 30, 2026 |
| Buffington Mohr McNeal | $507,037,610 | 111 | $4,567,906 | March 31, 2025 Stale |
| TOMPKINS FINANCIAL CORP | $507,457,512 | 548 | $926,017 | June 30, 2026 |
| Old Port Advisors | $507,553,279 | 267 | $1,900,949 | June 30, 2026 |
| Roof Eidam Maycock Peralta, LLC | $507,702,962 | 127 | $3,997,661 | June 30, 2026 |
| Beacon Financial Advisory LLC | $508,012,306 | 417 | $1,218,255 | June 30, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | $508,144,964 | 113 | $4,496,858 | June 30, 2026 |
| 55 North Private Wealth, LLC | $508,231,220 | 304 | $1,671,813 | June 30, 2026 |
| HOURGLASS CAPITAL, LLC | $508,360,778 | 127 | $4,002,841 | June 30, 2026 |
| Renaissance Investment Group LLC | $508,399,368 | 84 | $6,052,373 | June 30, 2026 |
| Financial Sense Advisors, Inc. | $508,435,427 | 137 | $3,711,207 | June 30, 2026 |
| Aries Wealth Management | $509,284,499 | 242 | $2,104,481 | June 30, 2026 |
| Alibaba Group Holding Ltd | $509,372,952 | 2 | $254,686,476 | June 30, 2026 |
| Castle Rock Wealth Management, LLC | $509,437,007 | 268 | $1,900,884 | June 30, 2026 |
| Towneley Capital Management, Inc / DE | $509,492,177 | 46 | $11,075,917 | June 30, 2026 |
| Spruce Street Capital LP | $509,681,144 | 30 | $16,989,371 | June 30, 2026 |
| Vishria Bird Financial Group, LLC | $509,892,105 | 97 | $5,256,620 | Sept. 30, 2025 Stale |
| Midwest Professional Planners, LTD. | $510,299,229 | 131 | $3,895,414 | June 30, 2026 |
| Medina Value Partners, LLC | $510,385,208 | 28 | $18,228,043 | June 30, 2026 |
| Next Level Private LLC | $510,511,747 | 174 | $2,933,976 | June 30, 2026 |
| JFG Wealth Management, LLC | $510,587,662 | 67 | $7,620,711 | Sept. 30, 2025 Stale |
| Drucker Wealth 3.0, LLC | $510,659,750 | 289 | $1,766,989 | June 30, 2026 |
| Tempus Wealth Planning, LLC | $511,350,340 | 282 | $1,813,299 | June 30, 2026 |
| Retirement Solution LLC | $511,443,156 | 75 | $6,819,242 | June 30, 2026 |
| Ripple Effect Asset Management LP | $511,489,171 | 39 | $13,115,107 | Sept. 30, 2025 Stale |
| Magnitude Capital, LLC | $512,390,144 | 1 | $512,390,144 | June 30, 2026 |
| Beacon Bank & Trust | $512,412,415 | 160 | $3,202,578 | June 30, 2026 |
| Naria Inc. | $512,562,833 | 1 | $512,562,833 | June 30, 2026 |
| Bull Harbor Capital LLC | $512,641,205 | 552 | $928,698 | June 30, 2026 |
| RB Capital Management, LLC | $512,918,426 | 204 | $2,514,306 | June 30, 2026 |
| Detalus Advisors, LLC | $513,096,541 | 191 | $2,686,369 | June 30, 2026 |
| IAM Advisory, LLC | $513,233,811 | 107 | $4,796,578 | June 30, 2026 |
| Aspire Capital Advisors LLC | $513,541,056 | 134 | $3,832,396 | June 30, 2026 |
| BCM ADVISORS, LLC | $513,630,128 | 80 | $6,420,377 | June 30, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | $513,641,219 | 107 | $4,800,385 | June 30, 2026 |
| Alliance Wealth Management Group | $513,705,404 | 103 | $4,987,431 | June 30, 2026 |
| FTV Management Company, L.P. | $513,789,602 | 1 | $513,789,602 | June 30, 2026 |
| Navigation Group, LLC | $514,072,409 | 121 | $4,248,532 | June 30, 2026 |
| Aristides Capital LLC | $514,225,505 | 162 | $3,174,232 | June 30, 2026 |
| Fortitude Family Office, LLC | $514,322,985 | 2,271 | $226,474 | June 30, 2026 |
| Total Clarity Wealth Management, Inc. | $514,653,592 | 368 | $1,398,515 | June 30, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | $514,720,954 | 142 | $3,624,795 | June 30, 2026 |
| Curtis Advisory Group, LLC | $514,885,587 | 117 | $4,400,732 | June 30, 2026 |
| RIVER GLOBAL INVESTORS LLP | $515,016,368 | 138 | $3,732,003 | Dec. 31, 2024 Stale |
| Vickerman Investment Advisors, Inc. | $515,112,409 | 100 | $5,151,124 | June 30, 2026 |
| Fortress Investment Group LLC | $515,471,520 | 25 | $20,618,861 | June 30, 2026 |
| Investors Research Corp | $515,611,124 | 848 | $608,032 | March 31, 2026 Previous quarter |
| Searchlight Capital Partners, L.P. | $515,867,961 | 1 | $515,867,961 | June 30, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | $516,318,796 | 87 | $5,934,699 | June 30, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | $516,549,373 | 137 | $3,770,433 | June 30, 2026 |
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