Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Chescapmanager LLC | $1,174,423,916 | 27 | $43,497,182 | June 30, 2026 |
| Nebula Research & Development LLC | $1,174,990,291 | 935 | $1,256,674 | June 30, 2025 Stale |
| Tanglewood Wealth Management, Inc. | $1,175,728,019 | 44 | $26,721,091 | June 30, 2026 |
| Clarity Financial LLC | $1,176,975,299 | 132 | $8,916,480 | June 30, 2026 |
| Knighthead Capital Management, LLC | $1,177,115,923 | 10 | $117,711,592 | June 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | $1,178,538,096 | 865 | $1,362,472 | June 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | $1,178,704,499 | 229 | $5,147,181 | June 30, 2026 |
| Cache Advisors, LLC | $1,179,323,560 | 139 | $8,484,342 | June 30, 2026 |
| Nadler Financial Group, Inc. | $1,179,614,235 | 149 | $7,916,874 | June 30, 2026 |
| Financial Synergies Wealth Advisors, Inc. | $1,179,750,416 | 116 | $10,170,262 | June 30, 2026 |
| Transamerica Financial Advisors, LLC | $1,181,258,188 | 2,187 | $540,127 | June 30, 2026 |
| Zuckerman Investment Group, LLC | $1,182,506,283 | 139 | $8,507,239 | June 30, 2026 |
| Arlington Trust Co LLC | $1,183,472,840 | 846 | $1,398,904 | June 30, 2026 |
| Clarkston Capital Partners, LLC | $1,184,061,869 | 96 | $12,333,978 | June 30, 2026 |
| GRS Advisors, LLC | $1,184,355,738 | 27 | $43,865,027 | June 30, 2026 |
| BlackBarn Capital Partners LP | $1,185,319,360 | 24 | $49,388,307 | June 30, 2026 |
| Banco BTG Pactual S.A. | $1,185,366,753 | 194 | $6,110,138 | June 30, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1,186,253,199 | 305 | $3,889,355 | June 30, 2026 |
| Randolph Co Inc | $1,187,244,589 | 47 | $25,260,523 | June 30, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $1,187,430,695 | 115 | $10,325,484 | June 30, 2026 |
| Petersen Hastings Wealth Advisors Inc. | $1,191,547,529 | 87 | $13,695,949 | June 30, 2026 |
| Khrom Capital Management LLC | $1,193,528,657 | 15 | $79,568,577 | June 30, 2026 |
| WEALTH ALLIANCE, LLC | $1,195,182,381 | 573 | $2,085,833 | June 30, 2026 |
| Wolf Hill Capital Management, LP | $1,195,927,004 | 34 | $35,174,324 | June 30, 2026 |
| Bristlecone Advisors, LLC | $1,196,515,645 | 233 | $5,135,260 | Sept. 30, 2025 Stale |
| Governors Lane LP | $1,197,171,434 | 203 | $5,897,396 | June 30, 2026 |
| Blue Grotto Capital, LLC | $1,197,990,133 | 29 | $41,310,005 | June 30, 2026 |
| Heritage Financial Services, LLC | $1,198,011,526 | 126 | $9,508,028 | Dec. 31, 2025 Stale |
| Anchor Investment Management, LLC | $1,198,680,083 | 1,067 | $1,123,412 | March 31, 2026 Previous quarter |
| Blueprint Investment Partners LLC | $1,199,270,431 | 159 | $7,542,581 | June 30, 2026 |
| Relyea Zuckerberg Hanson LLC | $1,199,615,287 | 302 | $3,972,236 | June 30, 2026 |
| Consolidated Portfolio Review Corp | $1,200,645,375 | 34 | $35,313,099 | June 30, 2026 |
| Royal Fund Management, LLC | $1,200,650,012 | 291 | $4,125,945 | June 30, 2026 |
| WASHINGTON TRUST Co | $1,201,154,884 | 296 | $4,057,956 | June 30, 2026 |
| Quarry LP | $1,202,922,184 | 2,372 | $507,134 | June 30, 2026 |
| WOODSTOCK CORP | $1,204,434,447 | 163 | $7,389,168 | June 30, 2026 |
| Cornerstone Advisory, LLC | $1,205,454,694 | 278 | $4,336,168 | June 30, 2026 |
| TritonPoint Partners, LLC | $1,205,527,799 | 351 | $3,434,552 | June 30, 2026 |
| Cooper Financial Group | $1,206,346,038 | 451 | $2,674,825 | June 30, 2026 |
| Legato Capital Management LLC | $1,206,811,269 | 678 | $1,779,958 | June 30, 2026 |
| Meteora Capital, LLC | $1,207,469,449 | 443 | $2,725,665 | June 30, 2026 |
| RDST Capital LLC | $1,207,617,797 | 18 | $67,089,878 | June 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | $1,208,273,215 | 396 | $3,051,195 | June 30, 2026 |
| Owl Creek Asset Management, L.P. | $1,208,987,586 | 34 | $35,558,458 | June 30, 2026 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | $1,210,055,108 | 54 | $22,408,428 | June 30, 2026 |
| PRIVATE TRUST CO NA | $1,211,316,029 | 2,708 | $447,310 | June 30, 2026 |
| Nemes Rush Group LLC | $1,211,328,722 | 954 | $1,269,737 | June 30, 2026 |
| SG Capital Management LLC | $1,211,413,916 | 80 | $15,142,674 | June 30, 2026 |
| KLINGENSTEIN FIELDS & CO LP | $1,211,424,567 | 195 | $6,212,434 | June 30, 2026 |
| AltraVue Capital, LLC | $1,212,349,203 | 26 | $46,628,816 | June 30, 2026 |
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