Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Brickley Wealth Management | $696,373,173 | 68 | $10,240,782 | June 30, 2026 |
| Crane Advisory, LLC | $696,587,326 | 55 | $12,665,224 | June 30, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | $696,814,387 | 211 | $3,302,438 | June 30, 2026 |
| Mraz, Amerine & Associates, Inc. | $697,119,949 | 199 | $3,503,115 | June 30, 2026 |
| Saturn V Capital Management LP | $697,467,372 | 23 | $30,324,668 | June 30, 2026 |
| DV EQUITIES, LLC | $697,674,878 | 107 | $6,520,326 | June 30, 2026 |
| Princeton Global Asset Management LLC | $697,846,595 | 831 | $839,767 | June 30, 2026 |
| Tarbox Family Office, Inc. | $698,173,509 | 96 | $7,272,641 | June 30, 2026 |
| FIDUCIENT ADVISORS LLC | $698,411,496 | 153 | $4,564,781 | June 30, 2026 |
| Probity Advisors, Inc. | $699,208,491 | 232 | $3,013,830 | June 30, 2026 |
| LARCH CAPITAL PARTNERS LLC | $699,573,780 | 58 | $12,061,617 | June 30, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $699,759,501 | 77 | $9,087,786 | June 30, 2026 |
| BWCP, LP | $700,115,312 | 24 | $29,171,471 | June 30, 2026 |
| American Money Management, LLC | $700,156,969 | 174 | $4,023,891 | June 30, 2026 |
| OAK HILL ADVISORS LP | $700,905,722 | 12 | $58,408,810 | June 30, 2026 |
| Atlas Wealth LLC | $701,436,456 | 178 | $3,940,654 | June 30, 2026 |
| Strategic Global Advisors, LLC | $701,763,723 | 129 | $5,440,029 | June 30, 2026 |
| 12th Street Asset Management Company, LLC | $701,817,160 | 32 | $21,931,786 | June 30, 2026 |
| Summit Wealth Partners, LLC | $701,915,690 | 280 | $2,506,842 | June 30, 2026 |
| Mountain Capital Investment Advisors Inc. | $702,194,938 | 95 | $7,391,526 | June 30, 2026 |
| Symmetry Partners, LLC | $702,547,966 | 295 | $2,381,519 | June 30, 2026 |
| Global Wealth Management Investment Advisory, Inc. | $702,736,234 | 160 | $4,392,101 | June 30, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $702,982,270 | 120 | $5,858,186 | June 30, 2026 |
| Talos Eurisko Asset Management LP | $703,438,544 | 25 | $28,137,542 | June 30, 2026 |
| PLATINUM PARAMOUNT INVESTMENT LTD. | $703,714,040 | 3 | $234,571,347 | June 30, 2026 |
| TLT Family Holdco ULC | $703,946,412 | 9 | $78,216,268 | June 30, 2026 |
| DSG Capital Advisors, LLC | $704,163,566 | 118 | $5,967,488 | June 30, 2026 |
| VEGA INVESTMENT SOLUTIONS | $704,544,158 | 144 | $4,892,668 | June 30, 2026 |
| Pacific Sage Partners, LLC | $704,553,674 | 127 | $5,547,667 | June 30, 2026 |
| Rivermont Capital Management LP | $704,772,690 | 20 | $35,238,635 | June 30, 2026 |
| K.J. Harrison & Partners Inc | $705,708,295 | 224 | $3,150,483 | June 30, 2026 |
| Monarch Alternative Capital LP | $707,196,086 | 8 | $88,399,511 | June 30, 2026 |
| Regal Partners Ltd | $707,660,255 | 122 | $5,800,494 | June 30, 2026 |
| Destiny Wealth Partners, LLC | $708,889,139 | 186 | $3,811,232 | June 30, 2026 |
| Chandler Asset Management, Inc. | $709,718,343 | 21 | $33,796,112 | June 30, 2026 |
| Hamilton Point Investment Advisors, LLC | $710,154,145 | 193 | $3,679,555 | June 30, 2026 |
| Tulsa Wealth Advisors, INC | $710,165,019 | 166 | $4,278,103 | June 30, 2026 |
| Hexagon Capital Partners LLC | $711,430,021 | 268 | $2,654,590 | June 30, 2026 |
| TrinityPoint Wealth, LLC | $711,717,007 | 335 | $2,124,528 | Dec. 31, 2024 Stale |
| SageGuard Financial Group, LLC | $711,723,493 | 211 | $3,373,097 | June 30, 2026 |
| Radnor Capital Management, LLC | $712,032,807 | 312 | $2,282,156 | June 30, 2026 |
| Tyche Wealth Partners LLC | $712,352,711 | 339 | $2,101,335 | June 30, 2026 |
| HMI Capital Management, L.P. | $712,363,252 | 14 | $50,883,089 | June 30, 2026 |
| Alight Capital Management LP | $712,469,712 | 83 | $8,583,972 | June 30, 2026 |
| Summit Street Capital Management, LLC | $712,597,515 | 31 | $22,987,017 | June 30, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | $712,689,661 | 97 | $7,347,316 | June 30, 2026 |
| Secure Asset Management, LLC | $713,712,684 | 333 | $2,143,281 | June 30, 2026 |
| MAK CAPITAL ONE LLC | $713,794,826 | 17 | $41,987,931 | June 30, 2026 |
| LJI Wealth Management, LLC | $713,927,331 | 201 | $3,551,877 | June 30, 2026 |
| Huntleigh Advisors, Inc. | $714,229,896 | 303 | $2,357,194 | June 30, 2026 |
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