Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| GR FINANCIAL GROUP, LLC | $735,911,874 | 37 | $19,889,510 | June 30, 2026 |
| Walmart Inc. | $735,998,250 | 3 | $245,332,750 | June 30, 2026 |
| GFI Investment Counsel Ltd. | $737,250,072 | 30 | $24,575,002 | June 30, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | $737,304,199 | 92 | $8,014,176 | June 30, 2026 |
| LS Investment Advisors, LLC | $737,845,735 | 127 | $5,809,809 | June 30, 2026 |
| Barton Investment Management | $738,188,362 | 60 | $12,303,139 | June 30, 2026 |
| Everest Financial Group LLC | $738,432,532 | 208 | $3,550,156 | June 30, 2026 |
| Estabrook Capital Management | $738,622,393 | 344 | $2,147,158 | June 30, 2026 |
| Copos Capital B.V. | $739,976,361 | 42 | $17,618,485 | June 30, 2026 |
| BEARING POINT CAPITAL, LLC | $740,161,813 | 203 | $3,646,117 | June 30, 2026 |
| Triasima Portfolio Management inc. | $740,345,793 | 127 | $5,829,494 | June 30, 2026 |
| Newbrook Capital Advisors LP | $740,565,425 | 14 | $52,897,530 | June 30, 2026 |
| Torray Investment Partners LLC | $741,294,573 | 91 | $8,146,094 | June 30, 2026 |
| SFE Investment Counsel | $741,514,339 | 152 | $4,878,384 | June 30, 2026 |
| CPC Advisors, LLC | $741,603,541 | 159 | $4,664,173 | June 30, 2026 |
| Tolleson Wealth Management, Inc. | $741,915,832 | 96 | $7,728,290 | June 30, 2026 |
| WILKINS INVESTMENT COUNSEL INC | $741,974,363 | 119 | $6,235,079 | June 30, 2026 |
| CFO4Life Group, LLC | $742,791,609 | 237 | $3,134,142 | June 30, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $742,814,647 | 29 | $25,614,298 | June 30, 2026 |
| Well Done, LLC | $743,357,876 | 202 | $3,679,989 | June 30, 2026 |
| REGATTA CAPITAL GROUP, LLC | $743,631,677 | 223 | $3,334,671 | June 30, 2026 |
| Helix Partners Management LP | $744,111,471 | 15 | $49,607,431 | June 30, 2026 |
| Commonwealth Financial Services, LLC | $744,204,295 | 317 | $2,347,648 | June 30, 2026 |
| Heritage Investment Group, Inc. | $744,425,886 | 135 | $5,514,266 | June 30, 2026 |
| CIBC Capital Markets (Europe) S.A. | $744,585,611 | 10 | $74,458,561 | June 30, 2026 |
| Insight Wealth Partners, LLC | $744,805,285 | 135 | $5,517,076 | June 30, 2026 |
| AUXIER ASSET MANAGEMENT LLC | $745,239,428 | 184 | $4,050,214 | June 30, 2026 |
| EagleClaw Capital Managment, LLC | $745,404,403 | 145 | $5,140,720 | June 30, 2026 |
| CreativeOne Wealth, LLC | $745,608,206 | 1,189 | $627,088 | June 30, 2026 |
| Permanent Capital Management, LP | $746,719,888 | 211 | $3,538,957 | June 30, 2026 |
| BDF-GESTION | $746,772,557 | 143 | $5,222,186 | June 30, 2026 |
| Defilade Capital Management, L.P. | $746,947,371 | 39 | $19,152,497 | June 30, 2026 |
| JLB & ASSOCIATES INC | $748,317,701 | 68 | $11,004,672 | June 30, 2026 |
| Virtue Capital Management, LLC | $748,904,088 | 343 | $2,183,394 | June 30, 2026 |
| Qtron Investments LLC | $749,615,871 | 449 | $1,669,523 | June 30, 2026 |
| Bienville Capital Management, LLC | $749,739,238 | 95 | $7,891,992 | June 30, 2026 |
| TRB Wealth Management, LLC | $751,265,471 | 296 | $2,538,059 | June 30, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $751,299,317 | 191 | $3,933,504 | June 30, 2026 |
| Northwest Financial Advisors | $751,864,488 | 89 | $8,447,916 | June 30, 2026 |
| Stone House Investment Management, LLC | $752,244,757 | 1,339 | $561,796 | June 30, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $753,481,601 | 223 | $3,378,841 | June 30, 2026 |
| SC&H Financial Advisors, Inc. | $753,827,011 | 160 | $4,711,419 | June 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | $754,146,116 | 345 | $2,185,931 | March 31, 2026 Previous quarter |
| Financial Advisory Corp | $754,169,475 | 58 | $13,002,922 | June 30, 2026 |
| Stanley Capital Management, LLC | $754,291,893 | 37 | $20,386,267 | June 30, 2026 |
| Kinsale Capital Group, Inc. | $754,419,846 | 41 | $18,400,484 | June 30, 2026 |
| Founders Financial Alliance, LLC | $754,485,802 | 779 | $968,531 | June 30, 2026 |
| Hughes Financial Services, LLC | $754,509,179 | 1,839 | $410,282 | June 30, 2026 |
| Pier Capital, LLC | $754,616,260 | 129 | $5,849,738 | June 30, 2026 |
| Polymer Capital Management (US) LLC | $755,239,483 | 607 | $1,244,217 | June 30, 2026 |
Page 130
of 189