Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Phraction Management LLC | $595,535,839 | 66 | $9,023,270 | June 30, 2026 |
| ABLE Financial Group, LLC | $595,866,129 | 222 | $2,684,082 | June 30, 2026 |
| WEST PACES ADVISORS INC. | $596,033,349 | 765 | $779,129 | June 30, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | $596,250,002 | 248 | $2,404,234 | June 30, 2026 |
| Lodge Hill Capital, LLC | $596,362,063 | 27 | $22,087,484 | June 30, 2026 |
| Woodson Capital Management, LP | $597,407,275 | 26 | $22,977,203 | June 30, 2026 |
| Meiji Yasuda America Inc | $597,569,477 | 57 | $10,483,675 | June 30, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | $597,808,740 | 173 | $3,455,542 | June 30, 2026 |
| GWN SECURITIES INC. | $598,015,312 | 486 | $1,230,484 | June 30, 2026 |
| Iowa State Bank | $598,285,124 | 118 | $5,070,213 | June 30, 2026 |
| Systelligence, LLC | $598,719,389 | 62 | $9,656,764 | June 30, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | $598,764,374 | 113 | $5,298,800 | June 30, 2026 |
| Intel Corp | $598,879,975 | 2 | $299,439,988 | June 30, 2026 |
| Manhattan West Asset Management, LLC | $598,899,006 | 185 | $3,237,292 | June 30, 2026 |
| HOLDERNESS INVESTMENTS CO | $599,806,002 | 261 | $2,298,107 | June 30, 2026 |
| Kendall Capital Management | $600,357,353 | 236 | $2,543,887 | June 30, 2026 |
| Marotta Asset Management | $600,931,009 | 103 | $5,834,282 | June 30, 2026 |
| Grey Fox Wealth Advisors, LLC | $601,006,159 | 179 | $3,357,576 | June 30, 2026 |
| Aveo Capital Partners, LLC | $601,179,411 | 177 | $3,396,494 | March 31, 2025 Stale |
| PRECEDENT WEALTH PARTNERS, LLC | $601,381,055 | 207 | $2,905,222 | June 30, 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC | $601,535,321 | 246 | $2,445,266 | Sept. 30, 2025 Stale |
| Westover Capital Advisors, LLC | $601,931,750 | 240 | $2,508,049 | June 30, 2026 |
| Family Investment Center, Inc. | $602,197,244 | 120 | $5,018,310 | June 30, 2026 |
| GSK plc | $602,220,442 | 13 | $46,324,649 | June 30, 2026 |
| Fund 1 Investments, LLC | $603,063,490 | 47 | $12,831,138 | June 30, 2026 |
| Oakwell Private Wealth Management, LLC | $603,172,310 | 83 | $7,267,136 | June 30, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | $603,270,553 | 891 | $677,071 | June 30, 2026 |
| Perkins Coie Trust Co | $603,279,390 | 260 | $2,320,305 | June 30, 2026 |
| Eagle Health Investments LP | $603,308,468 | 27 | $22,344,758 | June 30, 2026 |
| Varenne Capital Partners | $603,318,085 | 30 | $20,110,603 | June 30, 2026 |
| Morse Asset Management, Inc | $603,835,677 | 415 | $1,455,026 | June 30, 2026 |
| Sio Capital Management, LLC | $604,294,540 | 59 | $10,242,280 | June 30, 2026 |
| ERn Financial, LLC | $604,315,365 | 161 | $3,753,512 | June 30, 2026 |
| Requisite Capital Management, LLC | $605,022,820 | 127 | $4,763,959 | June 30, 2026 |
| Jackson Hole Capital Partners, LLC | $605,107,987 | 313 | $1,933,252 | March 31, 2026 Previous quarter |
| Verbena Value LP | $605,261,190 | 31 | $19,524,555 | June 30, 2026 |
| BANC FUNDS CO LLC | $605,452,100 | 92 | $6,581,001 | June 30, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $606,027,496 | 79 | $7,671,234 | June 30, 2026 |
| SKBA CAPITAL MANAGEMENT LLC | $606,041,757 | 79 | $7,671,415 | June 30, 2026 |
| Conifer Management, L.L.C. | $606,658,705 | 6 | $101,109,784 | June 30, 2026 |
| UPTICK PARTNERS, LLC | $606,776,412 | 337 | $1,800,523 | June 30, 2026 |
| MASON CAPITAL MANAGEMENT LLC | $607,022,468 | 9 | $67,446,941 | June 30, 2026 |
| Advisor OS, LLC | $607,614,790 | 588 | $1,033,358 | June 30, 2026 |
| Delta Investment Management, LLC | $607,671,049 | 293 | $2,073,963 | June 30, 2026 |
| Ellsworth Advisors, LLC | $608,552,210 | 182 | $3,343,693 | June 30, 2026 |
| Opes Wealth Management LLC | $608,583,317 | 146 | $4,168,379 | March 31, 2026 Previous quarter |
| SUMMIT PARTNERS L P | $608,921,882 | 5 | $121,784,376 | June 30, 2026 |
| Sompo Asset Management Co., Ltd. | $609,242,436 | 177 | $3,442,048 | June 30, 2026 |
| DGS Capital Management, LLC | $609,326,658 | 629 | $968,723 | March 31, 2026 Previous quarter |
| Mattern Wealth Management LLC | $609,336,291 | 183 | $3,329,707 | June 30, 2026 |
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