Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | $1,781,198,131 | 643 | $2,770,137 | June 30, 2026 |
| Black Creek Investment Management Inc. | $1,781,555,565 | 27 | $65,983,539 | June 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $1,781,734,126 | 384 | $4,639,933 | June 30, 2026 |
| Capital Impact Advisors, LLC | $1,783,322,397 | 29 | $61,493,876 | June 30, 2026 |
| BARR E S & CO | $1,783,597,195 | 112 | $15,924,975 | June 30, 2026 |
| WMS Partners, LLC | $1,784,530,396 | 298 | $5,988,357 | Dec. 31, 2024 Stale |
| Ameritas Investment Partners, Inc. | $1,786,685,780 | 3,174 | $562,913 | June 30, 2026 |
| AlphaQuest LLC | $1,787,011,555 | 2,245 | $795,996 | Dec. 31, 2025 Stale |
| JFS WEALTH ADVISORS, LLC | $1,787,241,220 | 1,889 | $946,131 | March 31, 2026 Previous quarter |
| OAK ASSOCIATES LTD /OH/ | $1,787,638,586 | 139 | $12,860,709 | June 30, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | $1,789,697,451 | 176 | $10,168,736 | June 30, 2026 |
| Avestar Capital, LLC | $1,790,382,817 | 544 | $3,291,145 | June 30, 2026 |
| Empire Life Investments Inc. | $1,791,837,488 | 113 | $15,856,969 | June 30, 2026 |
| Willis Johnson & Associates, Inc. | $1,795,350,771 | 102 | $17,601,478 | June 30, 2026 |
| 1900 WEALTH MANAGEMENT LLC | $1,795,757,283 | 312 | $5,755,632 | June 30, 2026 |
| Wilmington Savings Fund Society, FSB | $1,796,368,069 | 1,487 | $1,208,048 | June 30, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $1,800,102,383 | 203 | $8,867,499 | June 30, 2026 |
| Cambria Investment Management, L.P. | $1,800,931,947 | 731 | $2,463,655 | June 30, 2026 |
| Concentric Capital Strategies, LP | $1,802,117,575 | 313 | $5,757,564 | June 30, 2026 |
| Greenspring Advisors, LLC | $1,804,939,817 | 355 | $5,084,338 | June 30, 2026 |
| SAGE FINANCIAL GROUP INC | $1,805,267,221 | 110 | $16,411,520 | June 30, 2026 |
| Kynam Capital Management, LP | $1,809,410,222 | 32 | $56,544,069 | June 30, 2026 |
| Aquamarine Financial (Cayman) Ltd | $1,811,322,571 | 17 | $106,548,387 | June 30, 2026 |
| VERUS CAPITAL PARTNERS, LLC | $1,812,605,166 | 503 | $3,603,589 | June 30, 2026 |
| EQUITABLE TRUST CO | $1,819,459,794 | 452 | $4,025,354 | June 30, 2026 |
| Stratos Wealth Advisors, LLC | $1,821,290,988 | 638 | $2,854,688 | June 30, 2026 |
| Wealthspire Retirement, LLC | $1,823,354,565 | 321 | $5,680,232 | June 30, 2026 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | $1,825,929,162 | 43 | $42,463,469 | June 30, 2026 |
| Trans-Canada Capital Inc. | $1,825,944,444 | 22 | $82,997,475 | June 30, 2026 |
| LGT Group Foundation | $1,825,971,052 | 284 | $6,429,476 | June 30, 2026 |
| HITE Hedge Asset Management LLC | $1,826,113,671 | 125 | $14,608,909 | June 30, 2026 |
| Saratoga Research & Investment Management | $1,827,574,709 | 46 | $39,729,885 | June 30, 2026 |
| Koshinski Asset Management, Inc. | $1,827,645,956 | 767 | $2,382,850 | June 30, 2026 |
| Roundview Capital LLC | $1,828,933,778 | 349 | $5,240,498 | June 30, 2026 |
| Westchester Capital Management, LLC | $1,831,586,085 | 310 | $5,908,342 | June 30, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | $1,831,657,103 | 287 | $6,382,080 | June 30, 2026 |
| Kensington Asset Management, LLC | $1,833,970,771 | 39 | $47,024,892 | June 30, 2026 |
| Bridgewater Advisors Inc. | $1,834,183,510 | 478 | $3,837,204 | June 30, 2026 |
| North Star Investment Management Corp. | $1,840,274,103 | 1,733 | $1,061,901 | June 30, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | $1,842,989,310 | 176 | $10,471,530 | March 31, 2026 Previous quarter |
| LBMC INVESTMENT ADVISORS, LLC | $1,845,290,357 | 245 | $7,531,797 | June 30, 2026 |
| Spyglass Capital Management LLC | $1,847,373,136 | 25 | $73,894,925 | June 30, 2026 |
| Ninety One SA (Pty) Ltd | $1,847,956,845 | 110 | $16,799,608 | June 30, 2026 |
| Pertento Partners LLP | $1,855,229,384 | 17 | $109,131,140 | June 30, 2026 |
| Johnson Financial Group, LLC | $1,856,457,532 | 279 | $6,653,970 | June 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | $1,859,409,848 | 505 | $3,682,000 | June 30, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | $1,862,006,013 | 86 | $21,651,233 | June 30, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | $1,862,159,412 | 268 | $6,948,356 | June 30, 2026 |
| Evanson Asset Management, LLC | $1,862,940,625 | 321 | $5,803,553 | March 31, 2026 Previous quarter |
| LMCG INVESTMENTS, LLC | $1,867,106,388 | 225 | $8,298,251 | June 30, 2026 |
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