Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Ally Financial Inc. | $775,013,926 | 131 | $5,916,137 | June 30, 2026 |
| Trifecta Capital Advisors, LLC | $776,337,849 | 493 | $1,574,722 | June 30, 2026 |
| Round Rock Advisors LLC | $776,350,375 | 318 | $2,441,353 | June 30, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | $776,416,179 | 113 | $6,870,940 | June 30, 2026 |
| SilverOak Wealth Management LLC | $776,503,767 | 126 | $6,162,728 | June 30, 2026 |
| Northstar Group, Inc. | $776,999,463 | 168 | $4,624,997 | June 30, 2026 |
| Marquette Asset Management, LLC | $778,617,221 | 831 | $936,964 | June 30, 2026 |
| Coho Partners, Ltd. | $779,136,310 | 32 | $24,348,010 | Sept. 30, 2025 Stale |
| PenderFund Capital Management Ltd. | $780,077,010 | 231 | $3,376,957 | June 30, 2026 |
| Summit Asset Management, LLC | $780,402,413 | 183 | $4,264,494 | June 30, 2026 |
| Qsemble Capital Management, LP | $780,553,709 | 371 | $2,103,918 | June 30, 2026 |
| Bordeaux Wealth Advisors LLC | $780,878,115 | 158 | $4,942,267 | June 30, 2025 Stale |
| Asio Capital, LLC | $780,918,499 | 109 | $7,164,390 | June 30, 2026 |
| Hudock, Inc. | $781,112,680 | 217 | $3,599,598 | June 30, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | $781,553,223 | 179 | $4,366,219 | June 30, 2026 |
| WEXFORD CAPITAL LP | $781,966,150 | 223 | $3,506,575 | June 30, 2026 |
| Summit Financial Wealth Advisors, LLC | $781,977,938 | 225 | $3,475,458 | June 30, 2026 |
| Longbow Finance SA | $782,141,082 | 59 | $13,256,629 | June 30, 2026 |
| GLOBEFLEX CAPITAL L P | $782,623,296 | 394 | $1,986,354 | June 30, 2026 |
| Converium Capital Inc. | $782,760,523 | 44 | $17,790,012 | June 30, 2026 |
| CHATHAM CAPITAL GROUP, INC. | $783,042,797 | 200 | $3,915,214 | June 30, 2026 |
| Topsail Wealth Management, LLC | $783,268,207 | 297 | $2,637,267 | June 30, 2026 |
| CFM WEALTH PARTNERS LLC | $783,286,726 | 149 | $5,256,958 | June 30, 2026 |
| TT International Asset Management LTD | $783,348,137 | 49 | $15,986,697 | June 30, 2026 |
| Harraden Circle Investments, LLC | $784,082,543 | 236 | $3,322,384 | June 30, 2026 |
| Horizon Wealth Management, LLC | $784,539,842 | 148 | $5,300,945 | June 30, 2026 |
| Wilkinson Global Asset Management LLC | $784,613,606 | 62 | $12,655,058 | June 30, 2026 |
| Wellington Shields Capital Management, LLC | $784,730,368 | 334 | $2,349,492 | June 30, 2026 |
| Almanack Investment Partners, LLC. | $784,739,151 | 321 | $2,444,670 | June 30, 2026 |
| Pasadena Private Wealth, LLC | $785,119,913 | 309 | $2,540,841 | June 30, 2026 |
| Gratus Wealth Advisors, LLC | $785,542,268 | 138 | $5,692,335 | June 30, 2026 |
| Madison Wealth Partners, Inc | $785,860,140 | 292 | $2,691,302 | June 30, 2026 |
| Thrive Wealth Management, LLC | $787,138,349 | 260 | $3,027,455 | June 30, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | $787,345,413 | 148 | $5,319,901 | June 30, 2026 |
| Arlington Financial Advisors, LLC | $787,469,197 | 107 | $7,359,525 | June 30, 2026 |
| IFC Advisors LLC | $787,638,275 | 179 | $4,400,214 | June 30, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | $789,505,428 | 78 | $10,121,864 | June 30, 2026 |
| Colonial Trust Co / SC | $789,694,253 | 1,135 | $695,766 | June 30, 2026 |
| Deer Management Co. LLC | $790,039,919 | 9 | $87,782,213 | June 30, 2026 |
| Enclave Advisors LLC | $790,390,807 | 133 | $5,942,788 | June 30, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $790,592,069 | 140 | $5,647,086 | June 30, 2026 |
| KPP Advisory Services LLC | $790,726,832 | 362 | $2,184,328 | June 30, 2026 |
| Financial Solutions Advisory Group, Inc. | $790,879,543 | 177 | $4,468,246 | June 30, 2026 |
| DIADEMA PARTNERS LP | $791,347,834 | 149 | $5,311,059 | June 30, 2026 |
| Kemnay Advisory Services Inc. | $791,482,555 | 1,169 | $677,059 | June 30, 2026 |
| Golden Unicorn (BVI) Ltd | $792,231,092 | 7 | $113,175,870 | June 30, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | $792,872,425 | 105 | $7,551,166 | June 30, 2026 |
| Glen Eagle Advisors, LLC | $792,897,632 | 1,085 | $730,781 | June 30, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | $793,505,011 | 188 | $4,220,771 | June 30, 2026 |
| Seilern Investment Management Ltd | $793,816,558 | 24 | $33,075,690 | June 30, 2026 |
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