Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $815,965,048 | 49 | $16,652,348 | June 30, 2026 |
| Biondo Investment Advisors, LLC | $816,798,922 | 89 | $9,177,516 | June 30, 2026 |
| Mirador Capital Partners LP | $816,837,297 | 218 | $3,746,960 | June 30, 2026 |
| Fund Resources Investment Holding Group Co Ltd | $817,028,574 | 7 | $116,718,368 | June 30, 2026 |
| LaSalle St. Investment Advisors, LLC | $818,111,719 | 429 | $1,907,020 | June 30, 2026 |
| Canal Capital Management, LLC | $818,668,298 | 220 | $3,721,220 | June 30, 2026 |
| Faithward Advisors, LLC | $819,395,589 | 339 | $2,417,096 | June 30, 2026 |
| Capital Advantage, Inc. | $819,649,878 | 150 | $5,464,333 | June 30, 2026 |
| Spectrum Wealth Counsel, LLC | $820,215,597 | 367 | $2,234,920 | March 31, 2025 Stale |
| Legacy Financial Advisors, Inc. | $820,391,860 | 435 | $1,885,958 | June 30, 2026 |
| AVENIR CORP | $820,736,526 | 79 | $10,389,070 | June 30, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | $821,684,958 | 141 | $5,827,553 | June 30, 2026 |
| Sivia Capital Partners, LLC | $822,077,579 | 540 | $1,522,366 | June 30, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | $822,254,731 | 86 | $9,561,102 | June 30, 2026 |
| Leelyn Smith, LLC | $822,349,058 | 157 | $5,237,892 | June 30, 2026 |
| Orange Investment Advisors, Inc. | $823,023,647 | 143 | $5,755,410 | June 30, 2026 |
| McGowan Group Asset Management, Inc. | $823,113,560 | 154 | $5,344,893 | June 30, 2026 |
| Intellus Advisors LLC | $823,494,157 | 134 | $6,145,479 | June 30, 2026 |
| Werba Rubin Papier Wealth Management | $823,534,560 | 309 | $2,665,160 | June 30, 2026 |
| Rice Partnership, LLC | $823,945,074 | 171 | $4,818,392 | June 30, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | $824,411,966 | 181 | $4,554,762 | June 30, 2026 |
| Strategic Wealth Investment Group, LLC | $824,745,951 | 104 | $7,930,250 | June 30, 2026 |
| Keeley-Teton Advisors, LLC | $824,779,474 | 362 | $2,278,396 | March 31, 2025 Stale |
| Parsifal Capital Management, LP | $825,686,605 | 15 | $55,045,774 | June 30, 2026 |
| Meridian Wealth Partners, LLC | $826,109,523 | 125 | $6,608,876 | June 30, 2026 |
| Cardinal Capital Management | $826,307,762 | 138 | $5,987,737 | June 30, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | $826,542,588 | 181 | $4,566,534 | June 30, 2026 |
| ARVEST INVESTMENTS, INC. | $826,637,810 | 219 | $3,774,602 | June 30, 2026 |
| Benchstone Capital Management LP | $827,785,299 | 37 | $22,372,576 | June 30, 2026 |
| AdvisorShares Investments LLC | $828,137,470 | 269 | $3,078,578 | June 30, 2026 |
| Sharkey, Howes & Javer | $828,740,524 | 163 | $5,084,298 | June 30, 2026 |
| Community Bank, N.A. | $830,565,835 | 530 | $1,567,105 | June 30, 2026 |
| American Financial Advisors, LLC | $831,059,242 | 169 | $4,917,510 | June 30, 2026 |
| AA Financial Advisors, LLC | $831,517,324 | 230 | $3,615,293 | June 30, 2026 |
| Sargent Investment Group, LLC | $831,616,851 | 279 | $2,980,706 | June 30, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | $831,637,928 | 124 | $6,706,757 | June 30, 2026 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | $832,043,719 | 17 | $48,943,748 | June 30, 2026 |
| HHLR ADVISORS, LTD. | $832,072,843 | 35 | $23,773,510 | June 30, 2026 |
| Blue Edge Capital, LLC | $832,774,589 | 137 | $6,078,647 | June 30, 2026 |
| Breakwater Capital Group | $833,328,146 | 377 | $2,210,419 | June 30, 2026 |
| Artemis Wealth Advisors, LLC | $834,513,809 | 55 | $15,172,978 | June 30, 2026 |
| Glassman Wealth Services | $834,644,529 | 236 | $3,536,629 | June 30, 2026 |
| Physician Wealth Advisors, Inc. | $837,381,268 | 2,334 | $358,775 | June 30, 2026 |
| VILLERE ST DENIS J & CO LLC | $837,768,549 | 85 | $9,856,101 | June 30, 2026 |
| Financial Enhancement Group LLC | $838,554,535 | 137 | $6,120,836 | June 30, 2026 |
| First Pacific Financial | $839,271,380 | 510 | $1,645,630 | June 30, 2026 |
| Moloney Securities Asset Management, LLC | $840,318,328 | 497 | $1,690,781 | Sept. 30, 2025 Stale |
| LaFleur & Godfrey LLC | $842,119,762 | 149 | $5,651,810 | June 30, 2026 |
| Charter Oak Capital Management, LLC | $842,799,159 | 208 | $4,051,919 | March 31, 2026 Previous quarter |
| Kora Management LP | $842,969,284 | 10 | $84,296,928 | June 30, 2026 |
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