Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Richard C. Young & CO., LTD. | $1,357,063,293 | 101 | $13,436,270 | June 30, 2026 |
| Kimelman & Baird, LLC | $1,357,125,384 | 261 | $5,199,714 | June 30, 2026 |
| Passaic Partners LLC | $1,357,693,475 | 18 | $75,427,415 | June 30, 2026 |
| BancorpSouth Bank | $1,358,633,300 | 332 | $4,092,269 | Dec. 31, 2025 Stale |
| North of South Capital LLP | $1,358,655,904 | 28 | $48,523,425 | June 30, 2026 |
| Talbot Financial, LLC | $1,358,790,662 | 71 | $19,137,897 | June 30, 2026 |
| Bpifrance SA | $1,361,714,190 | 2 | $680,857,095 | June 30, 2026 |
| ION Fund Management Ltd | $1,363,621,996 | 56 | $24,350,393 | June 30, 2026 |
| Paloma Partners Management Co | $1,363,772,854 | 28 | $48,706,173 | June 30, 2026 |
| UMB Bank, n.a. | $1,363,884,313 | 2,303 | $592,221 | June 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $1,364,273,027 | 291 | $4,688,223 | June 30, 2026 |
| Clearwater Capital Advisors, LLC | $1,364,573,533 | 189 | $7,219,966 | June 30, 2026 |
| Amplius Wealth Advisors, LLC | $1,364,818,056 | 211 | $6,468,332 | June 30, 2026 |
| K2 PRINCIPAL FUND, L.P. | $1,364,900,286 | 490 | $2,785,511 | June 30, 2026 |
| FERNBRIDGE CAPITAL MANAGEMENT LP | $1,366,220,202 | 16 | $85,388,763 | June 30, 2026 |
| Coronation Fund Managers Ltd. | $1,366,863,519 | 48 | $28,476,323 | June 30, 2026 |
| Fort Baker Capital Management LP | $1,367,401,198 | 121 | $11,300,836 | June 30, 2026 |
| Litman Gregory Wealth Management LLC | $1,367,886,682 | 357 | $3,831,615 | Dec. 31, 2025 Stale |
| AE INDUSTRIAL PARTNERS, LP | $1,368,446,735 | 4 | $342,111,684 | June 30, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | $1,368,769,997 | 179 | $7,646,760 | June 30, 2026 |
| MCDONALD CAPITAL INVESTORS INC/CA | $1,369,429,397 | 20 | $68,471,470 | June 30, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | $1,369,609,862 | 1,213 | $1,129,110 | June 30, 2026 |
| CGN Advisors LLC | $1,369,785,550 | 322 | $4,253,992 | June 30, 2026 |
| Western Wealth Management, LLC | $1,370,289,019 | 1,006 | $1,362,116 | June 30, 2026 |
| First Western Trust Bank | $1,370,593,495 | 215 | $6,374,853 | June 30, 2026 |
| O'Connor Alternative Investments LLC | $1,370,611,571 | 156 | $8,785,972 | June 30, 2026 |
| XML Financial, LLC | $1,374,863,033 | 447 | $3,075,756 | June 30, 2026 |
| BNP PARIBAS | $1,375,807,807 | 329 | $4,181,787 | June 30, 2026 |
| PKO Investment Management Joint-Stock Co | $1,376,596,974 | 228 | $6,037,706 | June 30, 2026 |
| Leo Wealth, LLC | $1,377,120,463 | 452 | $3,046,727 | March 31, 2026 Previous quarter |
| Diversified Portfolios, Inc. | $1,379,026,872 | 201 | $6,860,830 | June 30, 2026 |
| Crewe Advisors LLC | $1,380,328,637 | 1,135 | $1,216,149 | June 30, 2026 |
| Scion Asset Management, LLC | $1,381,198,076 | 8 | $172,649,760 | Sept. 30, 2025 Stale |
| Teewinot Capital Advisers, L.L.C. | $1,382,340,576 | 31 | $44,591,631 | June 30, 2026 |
| Dundas Partners LLP | $1,382,659,113 | 31 | $44,601,907 | June 30, 2026 |
| Rakuten Group, Inc. | $1,382,697,193 | 5 | $276,539,439 | June 30, 2026 |
| KWMG, LLC | $1,383,639,379 | 153 | $9,043,395 | June 30, 2026 |
| Telemark Asset Management, LLC | $1,384,075,474 | 57 | $24,282,026 | June 30, 2026 |
| Oak Grove Capital LLC | $1,387,171,660 | 108 | $12,844,182 | June 30, 2026 |
| Contour Asset Management LLC | $1,388,385,965 | 27 | $51,421,702 | June 30, 2026 |
| Scheer, Rowlett & Associates Investment Management Ltd. | $1,391,197,687 | 30 | $46,373,256 | June 30, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $1,394,675,805 | 219 | $6,368,383 | June 30, 2026 |
| MADRONE ADVISORS, LLC | $1,394,822,657 | 6 | $232,470,443 | June 30, 2026 |
| 400 Capital Management LLC | $1,395,644,900 | 3 | $465,214,967 | Sept. 30, 2025 Stale |
| 140 Summer Partners LP | $1,400,246,978 | 22 | $63,647,590 | June 30, 2026 |
| Impactive Capital LP | $1,401,398,145 | 8 | $175,174,768 | June 30, 2026 |
| STEELHEAD PARTNERS LLC | $1,402,242,745 | 25 | $56,089,710 | June 30, 2026 |
| Retirement Investment Advisors, Inc. | $1,402,593,493 | 66 | $21,251,417 | June 30, 2026 |
| Private Wealth Partners, LLC | $1,403,042,188 | 183 | $7,666,897 | June 30, 2026 |
| Van Hulzen Asset Management, LLC | $1,403,093,986 | 387 | $3,625,566 | June 30, 2026 |
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