Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| LAKEWOOD CAPITAL MANAGEMENT, LP | $1,941,186,913 | 65 | $29,864,414 | June 30, 2026 |
| MUFG SECURITIES AMERICAS INC. | $1,947,464,195 | 506 | $3,848,743 | June 30, 2026 |
| Banque Transatlantique SA | $1,948,360,391 | 494 | $3,944,049 | June 30, 2026 |
| BOK Financial Private Wealth, Inc. | $1,949,803,516 | 792 | $2,461,873 | June 30, 2026 |
| ADELL HARRIMAN & CARPENTER INC | $1,951,401,353 | 158 | $12,350,641 | June 30, 2026 |
| Cormorant Asset Management, LP | $1,951,406,063 | 50 | $39,028,121 | June 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | $1,951,592,180 | 555 | $3,516,382 | June 30, 2026 |
| Granite Investment Partners, LLC | $1,951,995,817 | 277 | $7,046,916 | June 30, 2026 |
| Greenhouse Funds LLLP | $1,956,754,977 | 32 | $61,148,593 | June 30, 2026 |
| Prescott General Partners LLC | $1,956,935,192 | 10 | $195,693,519 | June 30, 2026 |
| Berger Financial Group, Inc | $1,958,513,931 | 486 | $4,029,864 | June 30, 2026 |
| Ceredex Value Advisors LLC | $1,959,204,962 | 168 | $11,661,934 | June 30, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | $1,965,306,730 | 252 | $7,798,836 | June 30, 2026 |
| F/m Investments LLC | $1,968,333,578 | 354 | $5,560,264 | June 30, 2026 |
| SouthState Bank Corp | $1,968,594,336 | 1,313 | $1,499,310 | June 30, 2026 |
| Aaron Wealth Advisors LLC | $1,968,718,775 | 688 | $2,861,510 | June 30, 2026 |
| Jordan Park Group LLC | $1,972,097,489 | 68 | $29,001,434 | June 30, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | $1,974,056,154 | 296 | $6,669,109 | June 30, 2026 |
| Polymer Capital Management (HK) LTD | $1,975,143,877 | 143 | $13,812,195 | June 30, 2026 |
| Cerity Partners OCIO LLC | $1,975,814,956 | 28 | $70,564,820 | June 30, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | $1,976,513,510 | 96 | $20,588,682 | June 30, 2026 |
| Signal Advisors Wealth, LLC | $1,979,454,099 | 630 | $3,141,991 | June 30, 2026 |
| Marathon Trading Investment Management LLC | $1,981,779,655 | 278 | $7,128,704 | June 30, 2026 |
| PFG Advisors | $1,983,997,546 | 791 | $2,508,214 | June 30, 2026 |
| Sepio Capital, LP | $1,988,053,322 | 346 | $5,745,819 | June 30, 2026 |
| CACTI ASSET MANAGEMENT LLC | $1,994,057,366 | 76 | $26,237,597 | June 30, 2026 |
| Knights of Columbus Asset Advisors LLC | $1,995,727,369 | 386 | $5,170,278 | June 30, 2026 |
| Casdin Capital, LLC | $1,997,798,996 | 43 | $46,460,442 | June 30, 2026 |
| BANK OF HAWAII | $2,000,099,497 | 233 | $8,584,118 | June 30, 2026 |
| NWAM LLC | $2,000,605,810 | 684 | $2,924,862 | June 30, 2026 |
| Strategic Blueprint, LLC | $2,001,836,847 | 696 | $2,876,202 | June 30, 2026 |
| COURIER CAPITAL LLC | $2,002,703,794 | 399 | $5,019,308 | June 30, 2026 |
| Essex Financial Services, Inc. | $2,007,757,437 | 836 | $2,401,624 | June 30, 2026 |
| Trek Financial, LLC | $2,014,774,703 | 504 | $3,997,569 | June 30, 2026 |
| Hamilton Capital, LLC | $2,019,690,089 | 159 | $12,702,453 | June 30, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2,020,856,805 | 164 | $12,322,298 | June 30, 2026 |
| WADDELL & ASSOCIATES, LLC | $2,021,193,325 | 545 | $3,708,612 | June 30, 2026 |
| Aprio Wealth Management, LLC | $2,024,282,149 | 636 | $3,182,834 | June 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2,025,125,089 | 424 | $4,776,238 | June 30, 2026 |
| Principle Wealth Partners LLC | $2,025,364,018 | 398 | $5,088,854 | June 30, 2026 |
| WATERS PARKERSON & CO., LLC | $2,027,586,021 | 200 | $10,137,930 | June 30, 2026 |
| CERTUITY, LLC | $2,029,340,809 | 674 | $3,010,891 | June 30, 2026 |
| Curi Capital, LLC | $2,032,007,815 | 900 | $2,257,786 | June 30, 2026 |
| CenterBook Partners LP | $2,035,401,070 | 693 | $2,937,087 | June 30, 2026 |
| Siemens Fonds Invest GmbH | $2,036,134,197 | 538 | $3,784,636 | June 30, 2026 |
| 683 Capital Management, LLC | $2,036,355,354 | 153 | $13,309,512 | June 30, 2026 |
| Permira Holdings LTD | $2,042,812,065 | 1 | $2,042,812,065 | Sept. 30, 2025 Stale |
| Point72 Europe (London) LLP | $2,044,019,760 | 727 | $2,811,582 | Sept. 30, 2025 Stale |
| Jacobi Capital Management LLC | $2,044,497,754 | 644 | $3,174,686 | June 30, 2026 |
| Arvest Bank Trust Division | $2,045,309,208 | 240 | $8,522,122 | June 30, 2026 |
Page 159
of 189