Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Great Diamond Partners, LLC | $581,752,123 | 238 | $2,444,337 | June 30, 2026 |
| 111 Capital | $582,143,923 | 488 | $1,192,918 | June 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | $582,670,737 | 295 | $1,975,155 | June 30, 2026 |
| Frisch Financial Group, Inc. | $582,855,413 | 187 | $3,116,874 | June 30, 2026 |
| Div Capital Phoenix Assets Ltd | $583,128,729 | 9 | $64,792,081 | June 30, 2026 |
| DIVERSIFIED MANAGEMENT INC | $583,239,009 | 262 | $2,226,103 | March 31, 2026 Previous quarter |
| Land & Buildings Investment Management, LLC | $583,445,460 | 19 | $30,707,656 | June 30, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $583,669,084 | 108 | $5,404,343 | June 30, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | $583,719,216 | 366 | $1,594,861 | March 31, 2026 Previous quarter |
| GenWealth Group, Inc. | $584,489,922 | 85 | $6,876,352 | March 31, 2026 Previous quarter |
| ESL Trust Services, LLC | $585,064,286 | 266 | $2,199,490 | June 30, 2026 |
| Bernardo Wealth Planning LLC | $585,379,621 | 139 | $4,211,364 | June 30, 2026 |
| REAP Financial Group, LLC | $585,583,707 | 542 | $1,080,413 | June 30, 2026 |
| Sterling Investment Advisors, Ltd. | $585,790,106 | 225 | $2,603,512 | June 30, 2026 |
| High Note Wealth, LLC | $586,166,680 | 959 | $611,227 | June 30, 2026 |
| Davern Capital Partners, LP | $586,539,478 | 15 | $39,102,632 | June 30, 2026 |
| Peninsula Wealth, LLC | $586,682,477 | 105 | $5,587,452 | Dec. 31, 2024 Stale |
| MFA WEALTH ADVISORS, LLC | $586,682,922 | 99 | $5,926,090 | June 30, 2026 |
| WHALEROCK POINT PARTNERS, LLC | $586,853,818 | 207 | $2,835,043 | June 30, 2026 |
| Brady Martz Wealth Solutions, LLC | $586,879,524 | 195 | $3,009,639 | March 31, 2026 Previous quarter |
| Curbstone Financial Management Corp | $586,986,341 | 215 | $2,730,169 | June 30, 2026 |
| WestHill Financial Advisors, Inc. | $587,307,996 | 82 | $7,162,293 | June 30, 2026 |
| NUANCE INVESTMENTS, LLC | $587,666,389 | 52 | $11,301,277 | June 30, 2026 |
| Canvas Wealth Advisors, LLC | $587,968,403 | 240 | $2,449,868 | March 31, 2026 Previous quarter |
| Triata Capital Ltd | $588,271,441 | 12 | $49,022,620 | June 30, 2026 |
| All Terrain Financial Advisors, LLC | $588,327,044 | 157 | $3,747,306 | June 30, 2026 |
| New World Advisors LLC | $588,364,414 | 125 | $4,706,915 | June 30, 2026 |
| Solel Partners LP | $588,489,727 | 24 | $24,520,405 | June 30, 2026 |
| Aspen Wealth Management LLC | $588,745,616 | 132 | $4,460,194 | June 30, 2026 |
| CenterStar Asset Management, LLC | $588,938,735 | 234 | $2,516,832 | June 30, 2026 |
| Estuary Capital Management LP | $589,311,929 | 21 | $28,062,473 | June 30, 2026 |
| MIG Capital, LLC | $589,443,782 | 43 | $13,707,995 | Dec. 31, 2025 Stale |
| Dorsey Wright & Associates | $589,777,608 | 131 | $4,502,119 | June 30, 2026 |
| Anatole Investment Management Ltd | $589,787,537 | 13 | $45,368,272 | June 30, 2026 |
| DUNCKER STREETT & CO INC | $590,779,037 | 521 | $1,133,933 | June 30, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | $591,705,442 | 181 | $3,269,091 | June 30, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | $591,772,466 | 362 | $1,634,731 | June 30, 2026 |
| Astoria Portfolio Advisors LLC. | $592,226,108 | 358 | $1,654,263 | June 30, 2026 |
| Matthew Goff Investment Advisor, LLC | $592,617,031 | 91 | $6,512,275 | June 30, 2026 |
| Titan Investment Solutions Ltd | $592,728,322 | 60 | $9,878,805 | June 30, 2026 |
| Science & Technology Partners, L.P. | $592,798,710 | 84 | $7,057,128 | June 30, 2026 |
| JMAC ENTERPRISES LLC | $593,470,033 | 122 | $4,864,508 | June 30, 2026 |
| Drake & Associates, LLC | $593,657,467 | 108 | $5,496,828 | June 30, 2026 |
| KIRR MARBACH & CO LLC /IN/ | $593,765,070 | 57 | $10,416,931 | June 30, 2026 |
| RPTC Inc. | $593,779,828 | 7 | $84,825,690 | June 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | $593,845,793 | 602 | $986,455 | June 30, 2026 |
| Edge Wealth Management LLC | $593,948,356 | 87 | $6,826,993 | June 30, 2026 |
| Covenant Asset Management, LLC | $594,587,834 | 164 | $3,625,536 | June 30, 2026 |
| SOA Wealth Advisors, LLC. | $595,058,831 | 891 | $667,855 | June 30, 2026 |
| Rockport Wealth LLC | $595,268,294 | 110 | $5,411,530 | June 30, 2026 |
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