Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | $675,986,997 | 148 | $4,567,480 | June 30, 2026 |
| DELTEC ASSET MANAGEMENT LLC | $677,020,862 | 264 | $2,564,473 | June 30, 2026 |
| ASHTON THOMAS SECURITIES, LLC | $677,092,179 | 378 | $1,791,249 | June 30, 2026 |
| First National Advisers, LLC | $677,174,367 | 251 | $2,697,906 | June 30, 2026 |
| MidWestOne Financial Group, Inc. | $677,374,469 | 305 | $2,220,900 | Dec. 31, 2025 Stale |
| Huber Capital Management LLC | $678,522,814 | 99 | $6,853,766 | June 30, 2026 |
| Maia Wealth LLC | $678,766,051 | 356 | $1,906,646 | June 30, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | $679,189,302 | 104 | $6,530,666 | June 30, 2026 |
| Spectrum Financial Alliance Ltd LLC | $679,464,604 | 31 | $21,918,213 | June 30, 2026 |
| Citizens National Bank Trust Department | $679,716,303 | 381 | $1,784,032 | June 30, 2026 |
| SevenBridge Financial Group, LLC | $679,816,701 | 212 | $3,206,683 | June 30, 2026 |
| Peak Asset Management, LLC | $680,210,346 | 181 | $3,758,068 | June 30, 2026 |
| Oliver Luxxe Assets LLC | $680,342,161 | 199 | $3,418,805 | June 30, 2026 |
| Bell Investment Advisors, Inc | $680,825,278 | 1,820 | $374,080 | June 30, 2026 |
| WILSEY ASSET MANAGEMENT INC | $680,961,174 | 28 | $24,320,042 | June 30, 2026 |
| Asset Management Group, Inc. | $682,089,926 | 137 | $4,978,759 | June 30, 2026 |
| St. Louis Trust Co | $682,474,255 | 125 | $5,459,794 | June 30, 2026 |
| Beacon Capital Management, LLC | $682,517,983 | 175 | $3,900,103 | June 30, 2026 |
| Calydon Capital | $682,560,734 | 277 | $2,464,118 | June 30, 2026 |
| CALTON & ASSOCIATES, INC. | $682,843,075 | 419 | $1,629,697 | June 30, 2026 |
| BURLING WEALTH PARTNERS, LLC | $683,365,598 | 180 | $3,796,476 | June 30, 2026 |
| Blume Capital Management, Inc. | $683,706,643 | 359 | $1,904,475 | June 30, 2026 |
| Camelot Capital Partners, LLC | $685,551,522 | 1 | $685,551,522 | June 30, 2025 Stale |
| TOEWS CORP /ADV | $685,708,846 | 151 | $4,541,118 | June 30, 2026 |
| Marshall Financial Group, LLC | $685,712,623 | 311 | $2,204,864 | June 30, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $686,516,596 | 383 | $1,792,472 | June 30, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | $687,332,893 | 222 | $3,096,094 | June 30, 2026 |
| Encompass More Asset Management | $687,340,191 | 283 | $2,428,764 | June 30, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $687,601,913 | 316 | $2,175,955 | June 30, 2026 |
| Boston Standard Wealth Management, LLC | $689,344,648 | 59 | $11,683,808 | June 30, 2026 |
| Technology Crossover Management IX, Ltd. | $689,878,414 | 6 | $114,979,736 | June 30, 2026 |
| Heirloom Wealth Management | $690,022,752 | 61 | $11,311,848 | June 30, 2026 |
| Ionic Capital Management LLC | $690,339,108 | 120 | $5,752,826 | June 30, 2026 |
| Wealth Alliance Advisory Group, LLC | $691,391,274 | 203 | $3,405,868 | June 30, 2026 |
| ALLEN OPERATIONS LLC | $691,537,105 | 33 | $20,955,670 | June 30, 2026 |
| Capital Planning Advisors, LLC | $691,558,105 | 146 | $4,736,699 | March 31, 2026 Previous quarter |
| SeaBridge Investment Advisors LLC | $691,587,903 | 188 | $3,678,659 | June 30, 2026 |
| Blue Fin Capital, Inc. | $691,763,786 | 164 | $4,218,072 | June 30, 2026 |
| CORTLAND ASSOCIATES INC/MO | $691,787,000 | 62 | $11,157,855 | June 30, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | $691,914,723 | 529 | $1,307,967 | June 30, 2026 |
| Black Swift Group, LLC | $691,997,461 | 143 | $4,839,143 | June 30, 2026 |
| Perseverance Asset Management International | $693,148,060 | 19 | $36,481,477 | June 30, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $693,875,934 | 172 | $4,034,162 | June 30, 2026 |
| Rule One Partners, LLC | $694,091,362 | 14 | $49,577,954 | June 30, 2026 |
| Volterra Technologies LP | $694,418,757 | 303 | $2,291,811 | June 30, 2026 |
| Aspen Grove Capital, LLC | $694,475,858 | 214 | $3,245,214 | June 30, 2026 |
| Deltroit Asset Management (UK) LLP | $694,643,109 | 34 | $20,430,680 | June 30, 2026 |
| IPG Investment Advisors LLC | $694,915,778 | 268 | $2,592,969 | June 30, 2026 |
| Cornerstone Management, Inc. | $695,064,724 | 67 | $10,374,100 | June 30, 2026 |
| Affiance Financial, LLC | $695,444,792 | 111 | $6,265,268 | June 30, 2026 |
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