Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Portfolio Design Labs, LLC | $609,994,108 | 227 | $2,687,199 | June 30, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | $610,363,082 | 378 | $1,614,717 | June 30, 2026 |
| Grant Street Asset Management, Inc. | $610,370,637 | 92 | $6,634,463 | June 30, 2026 |
| Addison Capital Co | $610,381,599 | 184 | $3,317,291 | June 30, 2026 |
| Integrated Quantitative Investments LLC | $610,489,150 | 373 | $1,636,700 | June 30, 2026 |
| FRG Family Wealth Advisors LLC | $610,536,105 | 156 | $3,913,693 | March 31, 2026 Previous quarter |
| FINDELL CAPITAL MANAGEMENT LLC | $610,612,543 | 13 | $46,970,196 | June 30, 2026 |
| Platform Technology Partners | $611,186,750 | 394 | $1,551,235 | June 30, 2026 |
| West Wealth Group, LLC | $611,266,337 | 143 | $4,274,590 | June 30, 2026 |
| SkyOak Wealth, LLC | $612,087,912 | 252 | $2,428,920 | June 30, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | $612,148,321 | 81 | $7,557,387 | June 30, 2026 |
| Twele Capital Management, Inc. | $612,256,024 | 40 | $15,306,401 | June 30, 2026 |
| Fonville Wealth Management LLC | $612,325,650 | 147 | $4,165,481 | June 30, 2026 |
| M. Kulyk & Associates, LLC | $612,874,563 | 113 | $5,423,669 | June 30, 2026 |
| Balefire, LLC | $612,919,907 | 475 | $1,290,358 | June 30, 2026 |
| Turim 21 Investimentos Ltda. | $613,236,635 | 121 | $5,068,071 | June 30, 2026 |
| Sands Capital Alternatives, LLC | $613,546,175 | 24 | $25,564,424 | June 30, 2026 |
| Conrad Siegel Investment Advisors, Inc. | $614,620,540 | 74 | $8,305,683 | June 30, 2026 |
| AIRE ADVISORS, LLC | $614,723,948 | 179 | $3,434,212 | June 30, 2026 |
| Financial Security Advisor, Inc. | $614,784,502 | 161 | $3,818,537 | June 30, 2026 |
| Odyssean, LLC | $614,879,440 | 485 | $1,267,793 | June 30, 2026 |
| Alpine Global Management, LLC | $615,363,223 | 275 | $2,237,684 | June 30, 2026 |
| Baring Fintech Fund III Managers Ltd | $615,744,155 | 1 | $615,744,155 | June 30, 2026 |
| Intelligence Driven Advisers, LLC | $615,988,117 | 140 | $4,399,915 | June 30, 2026 |
| Financial Gravity Companies, Inc. | $616,352,520 | 1,037 | $594,361 | June 30, 2026 |
| Nextech Invest Ltd. | $616,414,127 | 15 | $41,094,275 | Dec. 31, 2024 Stale |
| PBMares Wealth Management LLC | $616,925,238 | 196 | $3,147,578 | Sept. 30, 2025 Stale |
| SAGE RHINO CAPITAL LLC | $617,214,968 | 385 | $1,603,156 | June 30, 2026 |
| Sunburst Financial Group, LLC | $617,309,340 | 134 | $4,606,786 | June 30, 2026 |
| Halter Ferguson Financial Inc. | $617,393,722 | 36 | $17,149,826 | June 30, 2026 |
| CacheTech Inc. | $617,525,993 | 169 | $3,654,000 | June 30, 2026 |
| Cynosure Group, LLC | $617,567,644 | 180 | $3,430,931 | June 30, 2026 |
| KEB ASSET MANAGEMENT, LLC | $617,813,988 | 137 | $4,509,591 | June 30, 2026 |
| KCM Capital Inc | $617,888,837 | 33 | $18,723,904 | June 30, 2026 |
| Mason & Associates Inc | $619,041,462 | 161 | $3,844,978 | June 30, 2026 |
| Great Point Wealth Advisors, LLC | $619,164,840 | 70 | $8,845,212 | June 30, 2026 |
| Performa Ltd (US), LLC | $619,666,544 | 49 | $12,646,256 | June 30, 2026 |
| Watts Gwilliam & Co., LLC | $619,682,770 | 228 | $2,717,907 | Sept. 30, 2025 Stale |
| Baker Chad R | $619,687,082 | 51 | $12,150,727 | June 30, 2026 |
| Te Ahumairangi Investment Management Ltd | $619,949,604 | 86 | $7,208,716 | June 30, 2026 |
| KPS Global Asset Management UK Ltd | $620,045,783 | 4 | $155,011,446 | June 30, 2026 |
| BRANDYWINE TRUST CO | $620,572,966 | 33 | $18,805,241 | June 30, 2026 |
| RIT CAPITAL PARTNERS PLC | $620,628,121 | 13 | $47,740,625 | June 30, 2026 |
| Tyler-Stone Wealth Management | $621,020,499 | 330 | $1,881,880 | June 30, 2025 Stale |
| ELEMENT POINTE ADVISORS, LLC | $621,076,409 | 90 | $6,900,849 | June 30, 2026 |
| Parkwoods Wealth Partners, LLC | $621,348,363 | 168 | $3,698,502 | June 30, 2026 |
| FLC Capital Advisors | $621,702,818 | 236 | $2,634,334 | June 30, 2026 |
| Accel Leaders 3 Associates L.P. | $621,908,604 | 1 | $621,908,604 | June 30, 2026 |
| Lind Value II ApS | $622,033,384 | 7 | $88,861,912 | June 30, 2026 |
| TruNorth Capital Management, LLC | $622,609,587 | 123 | $5,061,867 | June 30, 2026 |
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