Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| O'Brien Wealth Partners LLC | $756,234,825 | 110 | $6,874,862 | Dec. 31, 2025 Stale |
| ACADEMY CAPITAL MANAGEMENT | $756,257,690 | 36 | $21,007,158 | June 30, 2026 |
| V3 Holding Ltd | $756,396,144 | 1 | $756,396,144 | June 30, 2026 |
| MATAURO, LLC | $756,400,883 | 158 | $4,787,347 | June 30, 2026 |
| McLean Asset Management Corp | $756,536,565 | 181 | $4,179,760 | June 30, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | $757,273,005 | 193 | $3,923,694 | June 30, 2026 |
| Ironwood Investment Counsel, LLC | $757,856,753 | 267 | $2,838,415 | June 30, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | $758,111,652 | 265 | $2,860,799 | June 30, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | $758,642,717 | 107 | $7,090,119 | June 30, 2026 |
| RIVERSEDGE ADVISORS, LLC | $759,102,155 | 316 | $2,402,222 | June 30, 2026 |
| Rollins Financial Advisors, LLC | $759,105,313 | 168 | $4,518,484 | June 30, 2026 |
| Marks Group Wealth Management, Inc | $759,395,726 | 350 | $2,169,702 | June 30, 2026 |
| Keating Financial Advisory Services, Inc. | $759,569,073 | 2,607 | $291,358 | June 30, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | $759,576,446 | 229 | $3,316,928 | June 30, 2026 |
| Horst & Graben Wealth Management LLC | $760,246,200 | 205 | $3,708,518 | June 30, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | $760,818,043 | 193 | $3,942,062 | June 30, 2026 |
| Biltmore Family Office, LLC | $760,946,148 | 333 | $2,285,124 | June 30, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $761,785,293 | 303 | $2,514,143 | June 30, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $761,820,041 | 246 | $3,096,829 | June 30, 2026 |
| SENTINEL PENSION ADVISORS, LLC | $762,254,430 | 147 | $5,185,404 | June 30, 2026 |
| ADAMS NATURAL RESOURCES FUND, INC. | $762,932,855 | 51 | $14,959,468 | June 30, 2026 |
| Kelman-Lazarov, Inc. | $763,261,680 | 154 | $4,956,245 | June 30, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $763,373,957 | 306 | $2,494,686 | June 30, 2026 |
| United Capital Management of KS, Inc. | $763,410,639 | 98 | $7,789,904 | June 30, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | $763,490,658 | 105 | $7,271,340 | June 30, 2026 |
| JBF Capital, Inc. | $763,997,313 | 100 | $7,639,973 | June 30, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $764,651,056 | 133 | $5,749,256 | June 30, 2026 |
| LANSDOWNE PARTNERS (UK) LLP | $764,899,135 | 26 | $29,419,198 | June 30, 2026 |
| Clearstead Trust, LLC | $765,016,855 | 970 | $788,677 | June 30, 2026 |
| NetEase, Inc. | $765,380,098 | 2 | $382,690,049 | June 30, 2026 |
| Hendershot Investments Inc. | $765,513,210 | 134 | $5,712,785 | June 30, 2026 |
| FJ Capital Management LLC | $765,731,466 | 120 | $6,381,096 | June 30, 2026 |
| Crews Bank & Trust | $765,994,490 | 662 | $1,157,091 | June 30, 2026 |
| Arvin Capital Management LP | $766,048,140 | 51 | $15,020,552 | June 30, 2026 |
| Independent Solutions Wealth Management, LLC | $766,307,346 | 194 | $3,950,038 | June 30, 2026 |
| Albar Capital Partners LLP | $766,844,410 | 38 | $20,180,116 | June 30, 2026 |
| Nexus Investment Management ULC | $766,887,048 | 72 | $10,651,209 | June 30, 2026 |
| Strategic Point Investment Advisors, LLC | $767,470,913 | 36 | $21,318,636 | June 30, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | $767,603,243 | 97 | $7,913,435 | June 30, 2026 |
| Manchester Capital Management LLC | $768,431,614 | 1,313 | $585,249 | June 30, 2026 |
| South Street Advisors LLC | $768,692,610 | 84 | $9,151,103 | June 30, 2026 |
| XXEC, Inc. | $770,125,584 | 23 | $33,483,721 | June 30, 2026 |
| Greenline Partners, LLC | $770,187,912 | 149 | $5,169,046 | June 30, 2026 |
| B & T Capital Management DBA Alpha Capital Management | $770,345,682 | 129 | $5,971,672 | June 30, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $772,256,114 | 307 | $2,515,492 | June 30, 2026 |
| Glendon Capital Management LP | $772,554,927 | 26 | $29,713,651 | June 30, 2026 |
| CIM, LLC | $773,292,511 | 171 | $4,522,178 | June 30, 2026 |
| EFG Asset Management (North America) Corp. | $773,396,011 | 168 | $4,603,548 | Sept. 30, 2025 Stale |
| Pembroke Management, LTD | $773,690,495 | 100 | $7,736,905 | June 30, 2026 |
| HOEY INVESTMENTS, INC | $774,335,321 | 458 | $1,690,688 | June 30, 2026 |
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