Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| DCF Advisers, LLC | $565,758,923 | 93 | $6,083,429 | June 30, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $566,077,377 | 391 | $1,447,768 | June 30, 2026 |
| Clarity Wealth Advisors, LLC | $566,731,375 | 117 | $4,843,858 | June 30, 2026 |
| Crossingbridge Advisors, LLC | $566,984,189 | 152 | $3,730,159 | June 30, 2026 |
| Insight Advisors, LLC/ PA | $567,256,969 | 241 | $2,353,763 | June 30, 2026 |
| Premier Financial Group | $567,431,561 | 44 | $12,896,172 | March 31, 2026 Previous quarter |
| Weil Company, Inc. | $567,680,555 | 133 | $4,268,275 | June 30, 2026 |
| Horiko Capital Management LLC | $567,804,378 | 17 | $33,400,258 | June 30, 2026 |
| Panview Capital Ltd | $567,962,533 | 14 | $40,568,752 | June 30, 2026 |
| Single Point Partners, LLC | $568,018,300 | 103 | $5,514,741 | June 30, 2026 |
| CHAPIN DAVIS, INC. | $568,575,053 | 256 | $2,220,996 | June 30, 2026 |
| Mission Creek Capital Partners, Inc. | $568,928,078 | 231 | $2,462,892 | June 30, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | $568,957,695 | 120 | $4,741,314 | June 30, 2026 |
| OCO Capital Partners, L.P. | $568,979,100 | 5 | $113,795,820 | June 30, 2026 |
| PCM Encore, LLC | $569,166,274 | 459 | $1,240,014 | June 30, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | $569,664,741 | 224 | $2,543,146 | June 30, 2025 Stale |
| NBT BANK, N.A. | $570,311,401 | 1,069 | $533,500 | June 30, 2026 |
| Sanchez Wealth Management Group | $570,695,123 | 52 | $10,974,906 | June 30, 2026 |
| WESTPAC BANKING CORP | $570,905,688 | 498 | $1,146,397 | June 30, 2026 |
| Southland Equity Partners LLC | $571,010,212 | 306 | $1,866,046 | June 30, 2026 |
| Trust Co of Tennessee | $572,257,990 | 8 | $71,532,249 | June 30, 2026 |
| LYNCH & ASSOCIATES/IN | $572,514,554 | 129 | $4,438,097 | June 30, 2026 |
| Blue Zone Wealth Advisors, LLC | $572,781,883 | 125 | $4,582,255 | June 30, 2026 |
| Serenus Wealth Advisors, LLC | $572,963,322 | 75 | $7,639,511 | June 30, 2026 |
| STEMPOINT CAPITAL LP | $573,823,329 | 84 | $6,831,230 | June 30, 2026 |
| Solidarity Wealth, LLC | $574,244,358 | 93 | $6,174,671 | June 30, 2026 |
| M37 Management LP | $574,727,800 | 9 | $63,858,644 | June 30, 2026 |
| Columbia Asset Management | $575,233,956 | 168 | $3,424,012 | June 30, 2026 |
| Conrad N. Hilton Foundation | $575,606,367 | 2 | $287,803,184 | June 30, 2026 |
| Kozak & Associates, Inc. | $576,144,013 | 451 | $1,277,481 | June 30, 2026 |
| Pinpoint Asset Management Ltd | $576,227,116 | 88 | $6,548,035 | March 31, 2025 Stale |
| HughesLittle Investment Management Ltd. | $577,080,407 | 13 | $44,390,801 | June 30, 2026 |
| Allegiance Financial Group Advisory Services LLC | $577,586,779 | 205 | $2,817,496 | June 30, 2026 |
| Intellectus Partners, LLC | $578,034,312 | 317 | $1,823,452 | June 30, 2026 |
| Professional Financial Advisors, LLC | $578,120,765 | 146 | $3,959,731 | June 30, 2026 |
| Rezny Wealth Management, Inc. | $578,600,019 | 37 | $15,637,838 | June 30, 2026 |
| FPR PARTNERS LLC | $578,645,646 | 10 | $57,864,565 | March 31, 2025 Stale |
| Abel Hall, LLC | $578,703,614 | 955 | $605,972 | June 30, 2026 |
| Call To Action Foundation | $578,967,246 | 1 | $578,967,246 | June 30, 2026 |
| EFG Asset Management (Americas) Corp. | $579,163,224 | 146 | $3,966,871 | Sept. 30, 2025 Stale |
| COFG Advisors, LLC | $579,358,377 | 319 | $1,816,170 | June 30, 2026 |
| Praetorian Wealth Management, Inc. | $579,592,658 | 84 | $6,899,913 | June 30, 2026 |
| McNamara Financial Services, Inc. | $579,744,090 | 104 | $5,574,462 | June 30, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | $580,034,355 | 108 | $5,370,688 | June 30, 2026 |
| Prosight Management, LP | $580,350,212 | 36 | $16,120,839 | June 30, 2026 |
| Cedar Mountain Advisors, LLC | $580,725,876 | 1,175 | $494,235 | June 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | $580,835,822 | 172 | $3,376,952 | June 30, 2026 |
| Cambridge Advisors Inc. | $581,682,783 | 183 | $3,178,594 | June 30, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | $581,685,335 | 170 | $3,421,678 | June 30, 2026 |
| Liberty Capital Management, Inc. | $581,747,348 | 184 | $3,161,670 | June 30, 2026 |
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