Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Unigestion Holding SA | $1,009,367,049 | 161 | $6,269,361 | March 31, 2025 Stale |
| IAG Wealth Partners, LLC | $1,010,374,214 | 508 | $1,988,926 | June 30, 2026 |
| Gladstone Capital Management LLP | $1,010,783,119 | 40 | $25,269,578 | June 30, 2026 |
| KWB Wealth | $1,010,897,537 | 166 | $6,089,744 | March 31, 2026 Previous quarter |
| Quantum Financial Advisors, LLC | $1,010,913,129 | 251 | $4,027,542 | June 30, 2026 |
| Counterpoint Mutual Funds LLC | $1,010,967,465 | 295 | $3,427,008 | June 30, 2026 |
| Accel Leaders 4 Associates L.P. | $1,012,097,322 | 1 | $1,012,097,322 | June 30, 2026 |
| Lavaca Capital LLC | $1,012,386,430 | 358 | $2,827,895 | June 30, 2026 |
| Havemeyer Place LP | $1,012,729,017 | 495 | $2,045,917 | June 30, 2026 |
| NAN FUNG TRINITY (HK) LTD | $1,012,751,794 | 55 | $18,413,669 | June 30, 2026 |
| Dream Peak Capital Ltd | $1,013,060,522 | 7 | $144,722,932 | June 30, 2026 |
| ALLEN HOLDING INC /NY | $1,013,793,760 | 10 | $101,379,376 | June 30, 2026 |
| Redhawk Wealth Advisors, Inc. | $1,015,036,613 | 408 | $2,487,835 | June 30, 2026 |
| Genus Capital Management Inc. | $1,015,950,800 | 204 | $4,980,151 | June 30, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | $1,017,692,678 | 193 | $5,273,019 | June 30, 2026 |
| TRITONPOINT WEALTH, LLC | $1,017,745,886 | 281 | $3,621,871 | June 30, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | $1,018,907,928 | 284 | $3,587,704 | June 30, 2026 |
| Portfolio Strategies, Inc. | $1,019,490,046 | 81 | $12,586,297 | June 30, 2026 |
| Impact Partnership Wealth, LLC | $1,019,735,011 | 439 | $2,322,859 | June 30, 2026 |
| Silicon Valley Capital Partners | $1,020,552,659 | 454 | $2,247,913 | March 31, 2026 Previous quarter |
| Capital Investment Services of America, Inc. | $1,020,677,758 | 83 | $12,297,322 | June 30, 2026 |
| NTV Asset Management LLC | $1,020,694,094 | 317 | $3,219,855 | June 30, 2026 |
| Keebeck Wealth Management | $1,023,719,952 | 471 | $2,173,503 | June 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | $1,023,990,132 | 537 | $1,906,872 | June 30, 2026 |
| Cable Hill Partners, LLC | $1,024,233,306 | 217 | $4,719,969 | March 31, 2025 Stale |
| TOTH FINANCIAL ADVISORY CORP | $1,024,340,520 | 880 | $1,164,023 | June 30, 2026 |
| COUNTRY CLUB BANK /GFN | $1,026,620,760 | 325 | $3,158,833 | Sept. 30, 2025 Stale |
| RH Tailwind Management, LLC | $1,026,821,909 | 58 | $17,703,826 | June 30, 2026 |
| Apis Capital Advisors, LLC | $1,027,356,765 | 60 | $17,122,613 | June 30, 2026 |
| Columbus Hill Capital Management, L.P. | $1,027,448,199 | 30 | $34,248,273 | June 30, 2026 |
| Provident Investment Management, Inc. | $1,027,496,540 | 89 | $11,544,905 | June 30, 2026 |
| Engine Capital Management, LP | $1,027,592,293 | 29 | $35,434,217 | June 30, 2026 |
| Columbus Macro, LLC | $1,028,300,114 | 207 | $4,967,633 | June 30, 2026 |
| Massar Capital Management, LP | $1,028,532,533 | 265 | $3,881,255 | June 30, 2026 |
| Quadcap Wealth Management, LLC | $1,028,696,402 | 432 | $2,381,242 | June 30, 2026 |
| Inspire Investing, LLC | $1,029,342,201 | 1,108 | $929,009 | March 31, 2026 Previous quarter |
| ALTFEST L J & CO INC | $1,029,504,332 | 311 | $3,310,303 | June 30, 2026 |
| Rodgers Brothers Inc. | $1,030,264,844 | 247 | $4,171,113 | June 30, 2026 |
| Paradigm Operations LP | $1,031,407,394 | 4 | $257,851,849 | June 30, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | $1,031,819,991 | 64 | $16,122,187 | June 30, 2026 |
| AssuredPartners Investment Advisors, LLC | $1,033,530,170 | 416 | $2,484,448 | June 30, 2026 |
| Laurel Wealth Advisors LLC | $1,033,705,117 | 200 | $5,168,526 | June 30, 2026 |
| Baldwin Investment Management, LLC | $1,033,771,748 | 231 | $4,475,202 | June 30, 2026 |
| ISTHMUS PARTNERS, LLC | $1,034,299,904 | 226 | $4,576,548 | June 30, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $1,034,778,090 | 112 | $9,239,090 | June 30, 2026 |
| Iron Gate Global Advisors LLC | $1,034,842,538 | 109 | $9,493,968 | June 30, 2026 |
| Oak Thistle LLC | $1,034,846,047 | 466 | $2,220,700 | June 30, 2026 |
| LRI Investments, LLC | $1,035,241,565 | 1,954 | $529,806 | June 30, 2026 |
| New England Private Wealth Advisors LLC | $1,035,353,193 | 205 | $5,050,503 | June 30, 2026 |
| Private Wealth Asset Management, LLC | $1,037,784,716 | 930 | $1,115,898 | June 30, 2026 |
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