Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Trek Financial, LLC | $2,014,774,703 | 504 | $3,997,569 | June 30, 2026 |
| Essex Financial Services, Inc. | $2,007,757,437 | 836 | $2,401,624 | June 30, 2026 |
| COURIER CAPITAL LLC | $2,002,703,794 | 399 | $5,019,308 | June 30, 2026 |
| Strategic Blueprint, LLC | $2,001,836,847 | 696 | $2,876,202 | June 30, 2026 |
| NWAM LLC | $2,000,605,810 | 684 | $2,924,862 | June 30, 2026 |
| BANK OF HAWAII | $2,000,099,497 | 233 | $8,584,118 | June 30, 2026 |
| Casdin Capital, LLC | $1,997,798,996 | 43 | $46,460,442 | June 30, 2026 |
| Knights of Columbus Asset Advisors LLC | $1,995,727,369 | 386 | $5,170,278 | June 30, 2026 |
| CACTI ASSET MANAGEMENT LLC | $1,994,057,366 | 76 | $26,237,597 | June 30, 2026 |
| Sepio Capital, LP | $1,988,053,322 | 346 | $5,745,819 | June 30, 2026 |
| PFG Advisors | $1,983,997,546 | 791 | $2,508,214 | June 30, 2026 |
| Marathon Trading Investment Management LLC | $1,981,779,655 | 278 | $7,128,704 | June 30, 2026 |
| Signal Advisors Wealth, LLC | $1,979,454,099 | 630 | $3,141,991 | June 30, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | $1,976,513,510 | 96 | $20,588,682 | June 30, 2026 |
| Cerity Partners OCIO LLC | $1,975,814,956 | 28 | $70,564,820 | June 30, 2026 |
| Polymer Capital Management (HK) LTD | $1,975,143,877 | 143 | $13,812,195 | June 30, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | $1,974,056,154 | 296 | $6,669,109 | June 30, 2026 |
| Jordan Park Group LLC | $1,972,097,489 | 68 | $29,001,434 | June 30, 2026 |
| Aaron Wealth Advisors LLC | $1,968,718,775 | 688 | $2,861,510 | June 30, 2026 |
| SouthState Bank Corp | $1,968,594,336 | 1,313 | $1,499,310 | June 30, 2026 |
| F/m Investments LLC | $1,968,333,578 | 354 | $5,560,264 | June 30, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | $1,965,306,730 | 252 | $7,798,836 | June 30, 2026 |
| Ceredex Value Advisors LLC | $1,959,204,962 | 168 | $11,661,934 | June 30, 2026 |
| Berger Financial Group, Inc | $1,958,513,931 | 486 | $4,029,864 | June 30, 2026 |
| Prescott General Partners LLC | $1,956,935,192 | 10 | $195,693,519 | June 30, 2026 |
| Greenhouse Funds LLLP | $1,956,754,977 | 32 | $61,148,593 | June 30, 2026 |
| Granite Investment Partners, LLC | $1,951,995,817 | 277 | $7,046,916 | June 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | $1,951,592,180 | 555 | $3,516,382 | June 30, 2026 |
| Cormorant Asset Management, LP | $1,951,406,063 | 50 | $39,028,121 | June 30, 2026 |
| ADELL HARRIMAN & CARPENTER INC | $1,951,401,353 | 158 | $12,350,641 | June 30, 2026 |
| BOK Financial Private Wealth, Inc. | $1,949,803,516 | 792 | $2,461,873 | June 30, 2026 |
| Banque Transatlantique SA | $1,948,360,391 | 494 | $3,944,049 | June 30, 2026 |
| MUFG SECURITIES AMERICAS INC. | $1,947,464,195 | 506 | $3,848,743 | June 30, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $1,941,186,913 | 65 | $29,864,414 | June 30, 2026 |
| McKinley Carter Wealth Services, Inc. | $1,940,107,037 | 322 | $6,025,177 | June 30, 2026 |
| Tao Capital Management LP | $1,939,942,120 | 6 | $323,323,687 | June 30, 2026 |
| Progeny 3, Inc. | $1,938,092,199 | 29 | $66,830,765 | June 30, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | $1,935,017,727 | 276 | $7,010,934 | June 30, 2026 |
| Sofinnova Investments, Inc. | $1,934,262,135 | 57 | $33,934,423 | June 30, 2026 |
| TOYOTA MOTOR CORP/ | $1,933,712,617 | 2 | $966,856,309 | June 30, 2026 |
| Standard Investments LLC | $1,930,494,214 | 13 | $148,499,555 | June 30, 2026 |
| Segment Wealth Management, LLC | $1,927,810,575 | 312 | $6,178,880 | June 30, 2026 |
| Eversept Partners, LP | $1,927,640,043 | 120 | $16,063,667 | June 30, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | $1,925,950,208 | 144 | $13,374,654 | June 30, 2026 |
| Regal Investment Advisors LLC | $1,924,962,184 | 647 | $2,975,212 | June 30, 2026 |
| KGH Ltd | $1,923,663,034 | 26 | $73,987,040 | Dec. 31, 2024 Stale |
| Sourcerock Group LLC | $1,923,201,519 | 36 | $53,422,264 | June 30, 2026 |
| Distillate Capital Partners LLC | $1,923,009,339 | 118 | $16,296,689 | June 30, 2026 |
| MHR FUND MANAGEMENT LLC | $1,919,354,327 | 11 | $174,486,757 | June 30, 2026 |
| FAS Wealth Partners, Inc. | $1,919,316,115 | 520 | $3,690,993 | June 30, 2026 |
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