Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Cornerstone Planning Group LLC | $794,114,515 | 1,867 | $425,343 | June 30, 2026 |
| Bornite Capital Management LP | $794,572,837 | 20 | $39,728,642 | June 30, 2026 |
| Harbor Advisors LLC | $795,099,794 | 194 | $4,098,453 | June 30, 2026 |
| Technology Crossover Management X, Ltd. | $795,170,640 | 6 | $132,528,440 | June 30, 2026 |
| Emerald Advisors, LLC | $795,793,071 | 130 | $6,121,485 | June 30, 2026 |
| Allied Investment Advisors, LLC | $796,508,465 | 110 | $7,240,986 | June 30, 2026 |
| XY Planning Network, Inc. | $797,106,891 | 340 | $2,344,432 | June 30, 2026 |
| Quantum Capital Management, LLC / NJ | $797,554,043 | 35 | $22,787,258 | June 30, 2026 |
| Garden Investment Management, L.P. | $797,929,006 | 2 | $398,964,503 | June 30, 2026 |
| TrueMark Investments, LLC | $798,226,201 | 187 | $4,268,589 | June 30, 2026 |
| Suncoast Equity Management | $798,412,495 | 63 | $12,673,214 | June 30, 2026 |
| JOHNSON & JOHNSON | $798,650,757 | 15 | $53,243,384 | June 30, 2026 |
| Sendero Wealth Management, LLC | $798,712,454 | 209 | $3,821,591 | June 30, 2026 |
| CITY HOLDING CO | $799,073,943 | 570 | $1,401,884 | March 31, 2026 Previous quarter |
| Live Oak Private Wealth LLC | $799,765,926 | 211 | $3,790,360 | June 30, 2026 |
| HORAN Wealth, LLC | $799,969,750 | 217 | $3,686,497 | June 30, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $800,195,791 | 165 | $4,849,671 | June 30, 2026 |
| HOWE & RUSLING INC | $800,325,659 | 479 | $1,670,826 | June 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | $800,422,162 | 268 | $2,986,650 | June 30, 2026 |
| Newtyn Management, LLC | $800,882,434 | 34 | $23,555,366 | June 30, 2026 |
| Liberty Mutual Group Asset Management Inc. | $801,053,264 | 39 | $20,539,827 | June 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $802,153,745 | 716 | $1,120,326 | June 30, 2026 |
| White Lighthouse Investment Management Inc. | $802,349,826 | 151 | $5,313,575 | June 30, 2026 |
| Klaas Financial Asset Advisors, LLC | $802,687,677 | 59 | $13,604,876 | June 30, 2026 |
| Central Pacific Bank - Trust Division | $804,045,922 | 889 | $904,439 | June 30, 2026 |
| NOTTINGHAM ADVISORS, INC. | $804,100,738 | 122 | $6,590,990 | June 30, 2026 |
| Savoie Capital LLC | $804,561,223 | 92 | $8,745,231 | June 30, 2025 Stale |
| ARQ WEALTH ADVISORS, LLC | $806,610,834 | 209 | $3,859,382 | June 30, 2026 |
| NFSG Corp | $808,265,339 | 1,226 | $659,270 | June 30, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | $808,287,223 | 156 | $5,181,328 | June 30, 2026 |
| Capital Investment Counsel, LLC | $808,408,134 | 156 | $5,182,103 | June 30, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $808,781,167 | 72 | $11,233,072 | June 30, 2026 |
| Abacus Planning Group, Inc. | $808,939,266 | 259 | $3,123,318 | June 30, 2026 |
| Affinity Capital Advisors, LLC | $809,534,043 | 203 | $3,987,852 | June 30, 2026 |
| Sloy Dahl & Holst, LLC | $810,548,115 | 122 | $6,643,837 | June 30, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $811,558,465 | 204 | $3,978,228 | June 30, 2026 |
| Greenland Capital Management LP | $811,592,802 | 296 | $2,741,868 | June 30, 2026 |
| Hilltop Holdings Inc. | $812,098,818 | 675 | $1,203,109 | June 30, 2026 |
| FAGAN ASSOCIATES, INC. | $812,702,726 | 137 | $5,932,137 | June 30, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | $812,966,749 | 328 | $2,478,557 | June 30, 2026 |
| Dorsey & Whitney Trust CO LLC | $813,117,876 | 730 | $1,113,860 | June 30, 2026 |
| Renesas Electronics America Inc. | $813,126,949 | 1 | $813,126,949 | June 30, 2026 |
| Tri Locum Partners LP | $813,224,117 | 19 | $42,801,269 | June 30, 2026 |
| Third View Private Wealth, LLC | $813,762,519 | 291 | $2,796,435 | June 30, 2026 |
| Wallington Asset Management, LLC | $813,927,323 | 61 | $13,343,071 | June 30, 2026 |
| Skylands Capital, LLC | $813,936,950 | 166 | $4,903,235 | June 30, 2026 |
| Ion Asset Management Ltd. | $813,952,859 | 63 | $12,919,887 | Sept. 30, 2025 Stale |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | $814,534,783 | 6 | $135,755,797 | June 30, 2026 |
| Cypress Wealth Services, LLC | $814,935,859 | 436 | $1,869,119 | June 30, 2026 |
| Financial Advisors Network, Inc. | $815,595,995 | 208 | $3,921,135 | June 30, 2026 |
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