Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| WEATHERLY ASSET MANAGEMENT L. P. | $1,404,996,426 | 188 | $7,473,385 | June 30, 2026 |
| GUARDCAP ASSET MANAGEMENT Ltd | $1,406,504,868 | 18 | $78,139,159 | June 30, 2026 |
| Efficient Advisors, LLC | $1,408,205,921 | 58 | $24,279,412 | March 31, 2026 Previous quarter |
| NOVARE CAPITAL MANAGEMENT LLC | $1,409,024,094 | 210 | $6,709,639 | June 30, 2026 |
| MidFirst Bank | $1,410,043,918 | 943 | $1,495,275 | June 30, 2026 |
| First Long Island Investors, LLC | $1,410,440,356 | 73 | $19,321,101 | June 30, 2026 |
| Sonora Investment Management Group, LLC | $1,412,056,508 | 304 | $4,644,923 | Sept. 30, 2025 Stale |
| Magnus Financial Group LLC | $1,413,672,543 | 391 | $3,615,531 | June 30, 2026 |
| NIXON PEABODY TRUST CO | $1,413,722,348 | 177 | $7,987,132 | June 30, 2026 |
| Pale Fire Capital SE | $1,414,204,068 | 72 | $19,641,723 | June 30, 2026 |
| Sather Financial Group Inc | $1,414,704,480 | 121 | $11,691,773 | June 30, 2026 |
| United Asset Strategies, Inc. | $1,414,889,371 | 259 | $5,462,893 | June 30, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | $1,415,931,069 | 231 | $6,129,572 | June 30, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | $1,418,601,821 | 48 | $29,554,205 | June 30, 2026 |
| HAP Trading, LLC | $1,418,874,234 | 836 | $1,697,218 | Sept. 30, 2025 Stale |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $1,419,511,377 | 53 | $26,783,234 | June 30, 2026 |
| Summit Financial Strategies, Inc. | $1,424,552,422 | 173 | $8,234,407 | June 30, 2026 |
| Arnhold LLC | $1,429,245,216 | 113 | $12,648,188 | June 30, 2026 |
| MBL Wealth, LLC | $1,430,034,164 | 386 | $3,704,752 | June 30, 2026 |
| Hemenway Trust Co LLC | $1,431,190,968 | 135 | $10,601,415 | June 30, 2026 |
| Value Partners Investments Inc. | $1,432,405,303 | 104 | $13,773,128 | June 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | $1,433,863,945 | 1,315 | $1,090,391 | June 30, 2026 |
| Unison Advisors LLC | $1,434,334,188 | 173 | $8,290,949 | June 30, 2026 |
| SOMA EQUITY PARTNERS LP | $1,435,589,399 | 24 | $59,816,225 | June 30, 2026 |
| Clean Energy Transition LLP | $1,435,930,726 | 14 | $102,566,480 | June 30, 2026 |
| Bristol Gate Capital Partners Inc. | $1,436,460,023 | 33 | $43,529,092 | June 30, 2026 |
| Colonial Trust Advisors | $1,436,467,881 | 806 | $1,782,218 | June 30, 2026 |
| Inspire Advisors, LLC | $1,437,724,879 | 729 | $1,972,188 | June 30, 2026 |
| One Day In July LLC | $1,438,370,329 | 167 | $8,612,996 | June 30, 2026 |
| CHAI TRUST CO LLC | $1,440,974,906 | 12 | $120,081,242 | June 30, 2026 |
| Fort Point Capital Partners LLC | $1,441,202,031 | 254 | $5,674,024 | June 30, 2026 |
| WEITZ INVESTMENT MANAGEMENT, INC. | $1,444,222,377 | 50 | $28,884,448 | June 30, 2026 |
| Nilsine Partners, LLC | $1,444,551,528 | 430 | $3,359,422 | June 30, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $1,446,414,802 | 185 | $7,818,458 | June 30, 2026 |
| Narwhal Capital Management | $1,448,119,575 | 157 | $9,223,692 | June 30, 2026 |
| Vantage Investment Partners, LLC | $1,449,405,343 | 64 | $22,646,958 | March 31, 2026 Previous quarter |
| Baring Fintech Manager Holding Ltd | $1,450,098,272 | 1 | $1,450,098,272 | June 30, 2026 |
| Danmarks Nationalbank | $1,453,758,576 | 1 | $1,453,758,576 | June 30, 2026 |
| SHP Wealth Management | $1,453,811,177 | 1,981 | $733,877 | June 30, 2026 |
| Penobscot Investment Management Company, Inc. | $1,455,624,345 | 315 | $4,621,030 | June 30, 2026 |
| FORA Capital, LLC | $1,456,509,471 | 345 | $4,221,767 | June 30, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | $1,456,557,455 | 442 | $3,295,379 | June 30, 2026 |
| CapWealth Advisors, LLC | $1,457,463,576 | 118 | $12,351,386 | June 30, 2026 |
| Trinity Street Asset Management LLP | $1,458,063,607 | 22 | $66,275,619 | March 31, 2026 Previous quarter |
| Harvey Partners, LLC | $1,460,210,845 | 48 | $30,421,059 | June 30, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $1,460,653,419 | 42 | $34,777,462 | June 30, 2026 |
| Moss Adams Wealth Advisors LLC | $1,464,362,393 | 307 | $4,769,910 | June 30, 2026 |
| SVB WEALTH LLC | $1,464,813,245 | 384 | $3,814,618 | June 30, 2026 |
| Maple-Brown Abbott Ltd | $1,466,556,071 | 15 | $97,770,405 | March 31, 2025 Stale |
| Rovida Investment Management Ltd | $1,466,706,421 | 20 | $73,335,321 | June 30, 2026 |
Page 151
of 189