Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Hill Investment Group Partners, LLC | $980,445,868 | 61 | $16,072,883 | June 30, 2026 |
| Stillwater Capital Advisors, LLC | $980,571,628 | 71 | $13,810,868 | June 30, 2026 |
| Van Cleef Asset Management,Inc | $980,979,432 | 119 | $8,243,525 | June 30, 2026 |
| Atlas FRM LLC | $981,826,349 | 25 | $39,273,054 | June 30, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | $982,150,141 | 394 | $2,492,767 | June 30, 2026 |
| CABOT WEALTH MANAGEMENT INC | $982,190,612 | 142 | $6,916,835 | June 30, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $982,719,490 | 170 | $5,780,703 | June 30, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | $983,779,780 | 375 | $2,623,413 | June 30, 2026 |
| Marble Harbor Investment Counsel, LLC | $983,963,826 | 200 | $4,919,819 | June 30, 2026 |
| Cheviot Value Management, LLC | $983,988,171 | 442 | $2,226,218 | June 30, 2026 |
| Stanley-Laman Group, Ltd. | $984,237,833 | 298 | $3,302,812 | June 30, 2026 |
| LVZ, Inc. | $984,274,707 | 177 | $5,560,874 | June 30, 2026 |
| Southeast Asset Advisors, LLC | $984,492,332 | 225 | $4,375,521 | June 30, 2026 |
| Financial Partners Group, Inc | $985,062,913 | 250 | $3,940,252 | June 30, 2026 |
| Uniplan Investment Counsel, Inc. | $985,347,477 | 175 | $5,630,557 | June 30, 2026 |
| TAURUS ASSET MANAGEMENT, LLC | $986,165,320 | 87 | $11,335,234 | March 31, 2025 Stale |
| Global Endowment Management, LP | $986,506,000 | 72 | $13,701,472 | June 30, 2026 |
| Archford Capital Strategies, LLC | $987,486,328 | 359 | $2,750,658 | June 30, 2026 |
| State of Wyoming | $989,132,330 | 1,872 | $528,383 | June 30, 2026 |
| KTF INVESTMENTS, LLC | $989,412,716 | 93 | $10,638,846 | June 30, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $990,366,644 | 224 | $4,421,280 | June 30, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | $991,655,281 | 234 | $4,237,843 | June 30, 2026 |
| DENALI ADVISORS LLC | $993,033,765 | 318 | $3,122,748 | June 30, 2026 |
| Power Alpha Investment Ltd | $993,582,323 | 4 | $248,395,581 | June 30, 2026 |
| Caliber Wealth Management, LLC / KS | $993,680,296 | 300 | $3,312,268 | June 30, 2026 |
| Absolute Gestao de Investimentos Ltda. | $994,078,404 | 41 | $24,245,815 | June 30, 2026 |
| Souders Financial Advisors | $994,149,823 | 224 | $4,438,169 | June 30, 2026 |
| ROMANO BROTHERS AND COMPANY | $994,393,401 | 331 | $3,004,210 | June 30, 2026 |
| NINE MASTS CAPITAL Ltd | $994,651,903 | 170 | $5,850,894 | June 30, 2026 |
| LEUTHOLD GROUP, LLC | $995,164,108 | 237 | $4,199,005 | June 30, 2026 |
| HHM Wealth Advisors, LLC | $995,221,466 | 898 | $1,108,264 | June 30, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | $995,734,522 | 166 | $5,998,401 | June 30, 2026 |
| 180 WEALTH ADVISORS, LLC | $997,464,204 | 493 | $2,023,254 | June 30, 2026 |
| Embree Financial Group | $998,603,489 | 290 | $3,443,460 | June 30, 2026 |
| Ascent Wealth Partners, LLC | $1,000,068,173 | 200 | $5,000,341 | June 30, 2026 |
| GAM Holding AG | $1,000,112,737 | 273 | $3,663,417 | June 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | $1,000,399,523 | 408 | $2,451,960 | June 30, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | $1,001,479,777 | 269 | $3,722,973 | June 30, 2026 |
| Fulcrum Asset Management LLP | $1,003,036,262 | 1,027 | $976,666 | June 30, 2026 |
| KIM, LLC | $1,003,252,422 | 69 | $14,539,890 | June 30, 2026 |
| BlueStem Wealth Partners, LLC | $1,004,328,500 | 127 | $7,908,098 | June 30, 2026 |
| Invst, LLC | $1,004,329,549 | 343 | $2,928,074 | June 30, 2026 |
| B&D White Capital Company, LLC | $1,004,750,061 | 94 | $10,688,830 | June 30, 2026 |
| MAR VISTA INVESTMENT PARTNERS LLC | $1,004,830,381 | 33 | $30,449,405 | June 30, 2026 |
| Patton Albertson Miller Group, LLC | $1,004,964,644 | 213 | $4,718,144 | June 30, 2026 |
| Eagle Strategies LLC | $1,006,393,048 | 273 | $3,686,421 | June 30, 2026 |
| Occidental Asset Management, LLC | $1,007,286,215 | 328 | $3,070,995 | June 30, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | $1,008,317,769 | 416 | $2,423,841 | June 30, 2026 |
| KR Capital LP | $1,008,777,237 | 79 | $12,769,332 | June 30, 2026 |
| Steigerwald, Gordon & Koch Inc. | $1,008,882,227 | 765 | $1,318,800 | June 30, 2026 |
Page 140
of 189