Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Broadleaf Partners, LLC | $516,555,287 | 86 | $6,006,457 | June 30, 2026 |
| Dechtman Wealth Management, LLC | $517,428,020 | 65 | $7,960,431 | Dec. 31, 2024 Stale |
| Operose Advisors LLC | $517,431,577 | 522 | $991,248 | June 30, 2026 |
| Milestones Administradora de Recursos Ltda. | $517,653,158 | 21 | $24,650,150 | June 30, 2026 |
| Activest Wealth Management | $517,656,597 | 1,339 | $386,599 | June 30, 2026 |
| Cove Private Wealth, LLC | $517,734,354 | 207 | $2,501,132 | June 30, 2026 |
| E&G Advisors, LLC | $517,811,133 | 243 | $2,130,910 | June 30, 2026 |
| Palo Duro Investment Partners, LP | $518,294,079 | 32 | $16,196,690 | June 30, 2026 |
| MBM WEALTH CONSULTANTS, LLC | $518,607,949 | 123 | $4,216,325 | June 30, 2026 |
| Wendel SE | $518,917,263 | 1 | $518,917,263 | June 30, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | $519,137,921 | 191 | $2,718,000 | June 30, 2026 |
| Compton Financial Group, LLC | $519,166,283 | 84 | $6,180,551 | June 30, 2026 |
| venBio Partners LLC | $519,380,257 | 7 | $74,197,180 | June 30, 2026 |
| Churchill Financial Advisors, LLC | $519,418,029 | 125 | $4,155,344 | June 30, 2026 |
| Scissortail Wealth Management, LLC | $519,635,103 | 106 | $4,902,218 | June 30, 2026 |
| Centric Wealth Management | $520,594,170 | 209 | $2,490,881 | June 30, 2026 |
| Canton Hathaway, LLC | $521,098,503 | 283 | $1,841,337 | June 30, 2026 |
| Legacy Capital Wealth Partners, LLC | $521,391,099 | 377 | $1,383,000 | June 30, 2026 |
| Crumly & Associates Inc. | $522,266,571 | 196 | $2,664,625 | June 30, 2026 |
| Adams Wealth Management | $522,283,380 | 147 | $3,552,948 | June 30, 2026 |
| Archer Investment Corp | $522,349,945 | 1,254 | $416,547 | June 30, 2026 |
| Rockline Wealth Management, LLC | $522,424,004 | 107 | $4,882,467 | June 30, 2026 |
| Wiser Wealth Management, Inc | $522,736,251 | 75 | $6,969,817 | June 30, 2026 |
| Newman Dignan & Sheerar, Inc. | $522,844,170 | 197 | $2,654,031 | June 30, 2026 |
| INDEPENDENT INVESTORS INC | $523,624,307 | 73 | $7,172,936 | June 30, 2026 |
| Stieven Capital Advisors, L.P. | $523,905,005 | 36 | $14,552,917 | June 30, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $523,909,334 | 174 | $3,010,973 | June 30, 2026 |
| Hedeker Wealth, LLC | $524,121,071 | 92 | $5,696,968 | June 30, 2026 |
| 49 WEALTH MANAGEMENT, LLC | $524,350,853 | 189 | $2,774,343 | June 30, 2026 |
| DAFNA Capital Management LLC | $524,358,409 | 88 | $5,958,618 | June 30, 2026 |
| Decagon Asset Management LLP | $524,724,011 | 104 | $5,045,423 | June 30, 2026 |
| Tetragon Partners GP Ltd | $525,272,015 | 39 | $13,468,513 | June 30, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $525,907,179 | 625 | $841,451 | June 30, 2026 |
| WEST MICHIGAN ADVISORS, LLC | $526,135,564 | 295 | $1,783,510 | June 30, 2026 |
| SHAH CAPITAL MANAGEMENT | $526,212,123 | 9 | $58,468,014 | June 30, 2026 |
| UNIO CAPITAL LLC | $526,221,039 | 19 | $27,695,844 | June 30, 2026 |
| Merck & Co., Inc. | $526,407,169 | 13 | $40,492,859 | June 30, 2026 |
| Altrius Capital Management Inc | $526,496,572 | 89 | $5,915,692 | June 30, 2026 |
| Pinion Investment Advisors, LLC | $526,809,897 | 205 | $2,569,804 | June 30, 2026 |
| NEW YORK LIFE INSURANCE CO | $527,219,807 | 3 | $175,739,936 | June 30, 2026 |
| FIRST NATIONAL CORP /MA/ /ADV | $527,481,709 | 174 | $3,031,504 | Sept. 30, 2025 Stale |
| Global Wealth Strategies & Associates | $527,576,695 | 97 | $5,438,935 | June 30, 2026 |
| Ascent Group, LLC | $527,650,204 | 808 | $653,032 | June 30, 2026 |
| Auxano Advisors, LLC | $527,779,006 | 207 | $2,549,657 | June 30, 2026 |
| Webs Creek Capital Management LP | $527,965,172 | 13 | $40,612,706 | June 30, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | $527,970,564 | 394 | $1,340,027 | June 30, 2026 |
| Paragon Capital Management Ltd | $527,986,570 | 223 | $2,367,653 | June 30, 2026 |
| Compass Wealth Management LLC | $528,444,421 | 167 | $3,164,338 | June 30, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $528,558,196 | 111 | $4,761,786 | June 30, 2026 |
| CLEARLAKE CAPITAL GROUP, L.P. | $528,638,573 | 6 | $88,106,429 | June 30, 2026 |
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