Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Visionary Wealth Advisors | $2,532,771,602 | 666 | $3,802,960 | June 30, 2026 |
| TRUST CO OF VERMONT | $2,532,125,445 | 1,154 | $2,194,216 | June 30, 2026 |
| Integral Health Asset Management, LLC | $2,531,730,300 | 92 | $27,518,808 | June 30, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $2,527,788,556 | 117 | $21,605,030 | June 30, 2026 |
| Kodai Capital Management LP | $2,527,679,717 | 145 | $17,432,274 | March 31, 2025 Stale |
| Index Fund Advisors, Inc. | $2,518,731,562 | 135 | $18,657,271 | June 30, 2026 |
| Luxor Capital Group, LP | $2,518,187,696 | 52 | $48,426,686 | June 30, 2026 |
| Nippon Life Global Investors Americas, Inc. | $2,514,286,853 | 101 | $24,893,929 | June 30, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $2,511,944,578 | 111 | $22,630,131 | June 30, 2026 |
| Entropy Technologies, LP | $2,509,971,612 | 929 | $2,701,799 | June 30, 2026 |
| DeepCurrents Investment Group LLC | $2,509,723,466 | 143 | $17,550,514 | June 30, 2026 |
| Electron Capital Partners, LLC | $2,504,858,962 | 46 | $54,453,456 | June 30, 2026 |
| Delta Accumulation, LLC | $2,501,050,429 | 156 | $16,032,375 | June 30, 2026 |
| QVR LLC | $2,490,605,649 | 155 | $16,068,424 | March 31, 2026 Previous quarter |
| Route One Investment Company, L.P. | $2,490,361,555 | 20 | $124,518,078 | June 30, 2026 |
| SOFI WEALTH, LLC | $2,484,904,438 | 52 | $47,786,624 | June 30, 2026 |
| SEVEN GRAND MANAGERS, LLC | $2,483,701,843 | 176 | $14,111,942 | June 30, 2026 |
| HRTG GPE, LLC | $2,481,323,030 | 6 | $413,553,838 | June 30, 2026 |
| StoneX Group Inc. | $2,481,291,772 | 1,464 | $1,694,871 | June 30, 2026 |
| Valiant Capital Management, L.P. | $2,477,469,291 | 29 | $85,429,976 | June 30, 2026 |
| SIMON QUICK ADVISORS, LLC | $2,475,481,564 | 421 | $5,880,004 | June 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | $2,470,411,539 | 995 | $2,482,826 | June 30, 2026 |
| Birch Hill Investment Advisors LLC | $2,469,138,559 | 211 | $11,702,078 | June 30, 2026 |
| Csenge Advisory Group | $2,465,266,970 | 764 | $3,226,789 | June 30, 2026 |
| RENAISSANCE GROUP LLC | $2,462,682,729 | 234 | $10,524,285 | June 30, 2026 |
| North Dakota State Investment Board | $2,462,216,824 | 826 | $2,980,892 | June 30, 2026 |
| Marathon Asset Management Ltd | $2,461,778,316 | 74 | $33,267,275 | June 30, 2026 |
| SAX WEALTH ADVISORS, LLC | $2,458,936,713 | 537 | $4,579,026 | June 30, 2026 |
| Smith Group Asset Management, LLC | $2,456,005,052 | 166 | $14,795,211 | June 30, 2026 |
| Port Capital LLC | $2,450,159,167 | 108 | $22,686,659 | June 30, 2026 |
| DAVIDSON INVESTMENT ADVISORS | $2,446,542,556 | 123 | $19,890,590 | June 30, 2026 |
| Northeast Financial Consultants Inc | $2,445,968,379 | 299 | $8,180,496 | June 30, 2025 Stale |
| Obermeyer Wealth Partners | $2,444,547,574 | 302 | $8,094,528 | June 30, 2026 |
| First Beijing Investment Ltd | $2,443,833,590 | 11 | $222,166,690 | June 30, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $2,435,403,486 | 73 | $33,361,692 | June 30, 2026 |
| RNC CAPITAL MANAGEMENT LLC | $2,425,509,902 | 181 | $13,400,607 | June 30, 2026 |
| GHP Investment Advisors, Inc. | $2,424,985,970 | 1,437 | $1,687,534 | March 31, 2026 Previous quarter |
| SEIZERT CAPITAL PARTNERS, LLC | $2,422,413,900 | 181 | $13,383,502 | June 30, 2026 |
| Nationwide Fund Advisors | $2,420,360,459 | 8 | $302,545,057 | June 30, 2026 |
| CBIZ Investment Advisory Services, LLC | $2,413,982,264 | 415 | $5,816,825 | June 30, 2026 |
| BLACKHILL CAPITAL INC | $2,410,018,127 | 47 | $51,276,981 | June 30, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $2,407,934,157 | 113 | $21,309,152 | June 30, 2026 |
| RBF Capital, LLC | $2,407,739,314 | 511 | $4,711,819 | June 30, 2026 |
| Cavalier Investments, LLC | $2,407,465,507 | 70 | $34,392,364 | June 30, 2026 |
| Empirical Finance, LLC | $2,405,383,311 | 505 | $4,763,135 | June 30, 2026 |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | $2,404,899,087 | 8 | $300,612,386 | June 30, 2026 |
| ArrowMark Colorado Holdings LLC | $2,401,788,572 | 296 | $8,114,151 | June 30, 2026 |
| Merriman Wealth Management, LLC | $2,401,366,737 | 209 | $11,489,793 | Dec. 31, 2024 Stale |
| SAMLYN CAPITAL, LLC | $2,399,758,740 | 79 | $30,376,693 | June 30, 2026 |
| LGT Fund Management Co Ltd. | $2,399,720,020 | 235 | $10,211,575 | June 30, 2026 |
Page 27
of 189