Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Sky Investment Group LLC | $636,942,579 | 146 | $4,362,620 | June 30, 2026 |
| FARMERS TRUST CO | $636,996,247 | 203 | $3,137,913 | March 31, 2026 Previous quarter |
| Adventist Health System/ West | $638,133,948 | 12 | $53,177,829 | June 30, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | $638,567,778 | 241 | $2,649,659 | June 30, 2026 |
| Banque Cantonale Vaudoise | $638,675,970 | 816 | $782,691 | June 30, 2026 |
| Ironwood Financial, llc | $638,738,251 | 179 | $3,568,370 | June 30, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | $638,785,655 | 65 | $9,827,472 | June 30, 2026 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | $639,104,179 | 40 | $15,977,604 | June 30, 2026 |
| RedJay Asset Management Inc. | $639,234,273 | 2 | $319,617,137 | Sept. 30, 2025 Stale |
| ARTHUR M. COHEN & ASSOCIATES, LLC | $640,038,391 | 139 | $4,604,593 | June 30, 2026 |
| MARTIN & CO INC /TN/ | $640,106,251 | 100 | $6,401,063 | June 30, 2026 |
| Foresite Capital Management VI LLC | $642,575,985 | 23 | $27,938,086 | June 30, 2026 |
| Perennial Advisors, LLC | $643,204,472 | 136 | $4,729,445 | June 30, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $643,334,334 | 215 | $2,992,253 | June 30, 2026 |
| Harfst & Associates, Inc. | $643,401,680 | 124 | $5,188,723 | June 30, 2026 |
| Westside Investment Management, Inc. | $643,821,469 | 1,446 | $445,243 | June 30, 2026 |
| MAYPORT, LLC | $644,807,229 | 134 | $4,811,994 | June 30, 2026 |
| Waterfront Wealth Inc. | $645,491,094 | 298 | $2,166,077 | June 30, 2026 |
| Patient Square Capital LP | $645,523,811 | 23 | $28,066,253 | June 30, 2026 |
| Legacy Financial Strategies, LLC | $645,657,564 | 152 | $4,247,747 | June 30, 2026 |
| Concord Asset Management, LLC/VA | $645,817,900 | 126 | $5,125,539 | June 30, 2026 |
| Point72 Asia (Singapore) Pte. Ltd. | $645,838,510 | 864 | $747,498 | Sept. 30, 2025 Stale |
| JB CAPITAL PARTNERS LP | $646,392,663 | 87 | $7,429,801 | June 30, 2026 |
| Atlas Legacy Advisors, LLC | $646,564,478 | 213 | $3,035,514 | June 30, 2026 |
| Harvest Investment Services, LLC | $646,866,348 | 383 | $1,688,946 | June 30, 2026 |
| Goodman Financial Corp | $646,967,327 | 73 | $8,862,566 | June 30, 2026 |
| Asset Allocation Strategies LLC | $649,076,062 | 177 | $3,667,096 | June 30, 2026 |
| Onex Canada Asset Management Inc. | $649,280,995 | 80 | $8,116,012 | June 30, 2026 |
| Broad Run Investment Management, LLC | $649,745,926 | 24 | $27,072,747 | June 30, 2026 |
| Gibraltar Capital Management, Inc. | $650,267,386 | 125 | $5,202,139 | June 30, 2026 |
| BlueSpruce Investments, LP | $650,375,565 | 18 | $36,131,976 | June 30, 2026 |
| Garrett Wealth Advisory Group, LLC | $650,554,549 | 150 | $4,337,030 | June 30, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | $651,415,446 | 96 | $6,785,578 | June 30, 2026 |
| Three Arch Wealth Management LLC | $651,945,353 | 69 | $9,448,483 | June 30, 2026 |
| Nordwand Advisors, LLC | $652,242,399 | 146 | $4,467,414 | June 30, 2026 |
| Stamos Capital Partners, L.P. | $652,547,801 | 140 | $4,661,056 | June 30, 2026 |
| Endurance Services Ltd | $653,034,613 | 8 | $81,629,327 | June 30, 2026 |
| Marble Wealth, LLC | $653,267,064 | 234 | $2,791,740 | June 30, 2026 |
| WealthShield Partners, LLC | $653,811,412 | 379 | $1,725,096 | June 30, 2026 |
| ZEGA Investments, LLC | $654,270,092 | 335 | $1,953,045 | June 30, 2026 |
| Sovereign Financial Group, Inc. | $654,385,712 | 386 | $1,695,300 | June 30, 2026 |
| Clear Trail Advisors, LLC | $655,165,976 | 161 | $4,069,354 | June 30, 2026 |
| CMH Wealth Management LLC | $655,456,529 | 117 | $5,602,193 | June 30, 2026 |
| Alpha Omega Wealth Management LLC | $657,005,759 | 208 | $3,158,682 | June 30, 2026 |
| Beck Bode, LLC | $657,376,712 | 108 | $6,086,821 | June 30, 2026 |
| Belmont Capital, LLC | $657,473,332 | 167 | $3,936,966 | June 30, 2025 Stale |
| MITCHELL CAPITAL MANAGEMENT CO | $657,476,144 | 117 | $5,619,454 | June 30, 2026 |
| Hartford Funds Management Co LLC | $657,498,667 | 98 | $6,709,170 | June 30, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | $657,550,137 | 152 | $4,325,988 | June 30, 2026 |
| Mengis Capital Management, Inc. | $657,671,843 | 218 | $3,016,843 | June 30, 2026 |
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