Institutional Investors

Institution Portfolio value Positions Avg position As of
BOOTHBAY FUND MANAGEMENT, LLC $7,600,397,496 2,199 $3,456,297 June 30, 2026
Capital Investment Advisors, LLC $7,590,944,071 789 $9,620,968 June 30, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. $7,564,570,978 557 $13,580,917 June 30, 2026
RiverFront Investment Group, LLC $7,563,308,974 427 $17,712,667 June 30, 2026
OSSIAM $7,539,990,161 680 $11,088,221 June 30, 2026
SIGNATUREFD, LLC $7,485,794,420 3,514 $2,130,277 June 30, 2026
EVENTIDE ASSET MANAGEMENT, LLC $7,483,882,245 301 $24,863,396 June 30, 2026
HARBOUR INVESTMENTS, INC. $7,426,684,157 4,767 $1,557,937 June 30, 2026
Findlay Park Partners LLP $7,407,454,503 49 $151,172,541 June 30, 2026
Fiduciary Trust Co $7,383,411,299 892 $8,277,367 June 30, 2026
CastleKnight Management LP $7,383,395,122 488 $15,129,908 June 30, 2026
Douglas Lane & Associates, LLC $7,369,060,324 250 $29,476,241 June 30, 2026
Defiance ETFs, LLC $7,368,377,281 388 $18,990,663 June 30, 2026
Forum Financial Management, LP $7,324,213,979 352 $20,807,426 June 30, 2026
CIBC Private Wealth Group LLC $7,283,221,823 3,086 $2,360,085 Sept. 30, 2025 Stale
THOMA BRAVO, L.P. $7,282,201,755 3 $2,427,400,585 June 30, 2026
Gradient Investments LLC $7,247,435,420 448 $16,177,311 June 30, 2026
ABN AMRO INVESTMENT SOLUTIONS $7,235,392,895 616 $11,745,768 June 30, 2026
Glenview Trust Co $7,230,764,348 517 $13,986,005 June 30, 2026
Slate Path Capital LP $7,224,088,306 40 $180,602,208 June 30, 2026
COOKE & BIELER LP $7,212,282,723 100 $72,122,827 June 30, 2026
OAKTREE CAPITAL MANAGEMENT LP $7,206,070,520 145 $49,697,038 June 30, 2026
Simplify Asset Management Inc. $7,185,884,640 141 $50,963,721 June 30, 2026
ARMISTICE CAPITAL, LLC $7,165,558,250 333 $21,518,193 June 30, 2026
Raiffeisen Bank International AG $7,154,102,641 786 $9,101,912 June 30, 2026
SCOPUS ASSET MANAGEMENT, L.P. $7,111,513,707 265 $26,835,901 June 30, 2026
TENOR CAPITAL MANAGEMENT Co., L.P. $7,094,936,398 549 $12,923,381 June 30, 2026
Capital Group Private Client Services, Inc. $7,093,730,487 260 $27,283,579 June 30, 2026
Harvest Portfolios Group Inc. $7,092,096,177 267 $26,562,158 June 30, 2026
Apella Capital, LLC $7,079,442,137 716 $9,887,489 June 30, 2026
BRADLEY FOSTER & SARGENT INC/CT $7,064,959,314 535 $13,205,531 June 30, 2026
CAPITAL INTERNATIONAL SARL $7,061,594,531 287 $24,604,859 June 30, 2026
Aware Super Pty Ltd as trustee of Aware Super $7,058,905,883 236 $29,910,618 June 30, 2026
FIDUCIARY MANAGEMENT INC /WI/ $7,030,555,164 56 $125,545,628 June 30, 2026
AQR Arbitrage LLC $7,021,695,390 634 $11,075,229 June 30, 2026
Facet Wealth, Inc. $6,978,344,969 411 $16,978,942 June 30, 2026
CINCINNATI INSURANCE CO $6,941,256,395 64 $108,457,131 June 30, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV $6,929,193,459 56 $123,735,597 June 30, 2026
Rothschild & Co Wealth Management UK Ltd $6,927,715,099 25 $277,108,604 June 30, 2026
National Philanthropic Trust $6,915,269,961 409 $16,907,751 June 30, 2026
NorthRock Partners, LLC $6,890,640,802 680 $10,133,295 June 30, 2026
Prospera Financial Services Inc $6,885,164,639 1,468 $4,690,167 June 30, 2026
Allianz SE $6,883,762,064 519 $13,263,511 June 30, 2026
Deep Track Capital, LP $6,870,469,447 67 $102,544,320 June 30, 2026
INTECH INVESTMENT MANAGEMENT LLC $6,848,676,725 2,110 $3,245,818 June 30, 2026
Creative Planning $6,832,040,867 4,294 $1,591,067 June 30, 2026
TIAA Wealth Investment Management LLC $6,821,239,095 613 $11,127,633 June 30, 2026
Liontrust Investment Partners LLP $6,804,758,739 194 $35,076,076 June 30, 2026
LETKO, BROSSEAU & ASSOCIATES INC $6,766,417,904 112 $60,414,446 June 30, 2026
Concurrent Investment Advisors, LLC $6,751,872,364 2,097 $3,219,777 June 30, 2026
Page 13 of 189