Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Perennial Investment Advisors, LLC | $1,505,180,276 | 585 | $2,572,958 | June 30, 2026 |
| Fusion Family Wealth, LLC | $1,505,176,297 | 50 | $30,103,526 | June 30, 2026 |
| CFS Investment Advisory Services, LLC | $1,499,589,184 | 357 | $4,200,530 | June 30, 2026 |
| Mill Capital Management, LLC | $1,497,232,992 | 128 | $11,697,133 | June 30, 2026 |
| Emerald Investment Advisers, LLC | $1,496,997,273 | 268 | $5,585,811 | June 30, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1,496,785,352 | 160 | $9,354,908 | June 30, 2026 |
| Ethos Financial Group, LLC | $1,495,650,744 | 648 | $2,308,103 | June 30, 2026 |
| Johns Hopkins University | $1,495,622,259 | 18 | $83,090,126 | June 30, 2026 |
| N.E.W. Advisory Services LLC | $1,495,101,692 | 980 | $1,525,614 | June 30, 2026 |
| Ausdal Financial Partners, Inc. | $1,493,248,160 | 1,043 | $1,431,686 | June 30, 2026 |
| Tandem Investment Advisors, Inc. | $1,492,997,705 | 68 | $21,955,849 | June 30, 2026 |
| ProVise Management Group, LLC | $1,491,756,735 | 282 | $5,289,918 | June 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1,491,477,937 | 431 | $3,460,506 | June 30, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | $1,490,812,369 | 262 | $5,690,124 | June 30, 2026 |
| Aristotle Capital Boston, LLC | $1,490,794,719 | 119 | $12,527,687 | June 30, 2026 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | $1,489,888,626 | 13 | $114,606,817 | June 30, 2026 |
| Redmile Group, LLC | $1,489,508,540 | 39 | $38,192,527 | June 30, 2026 |
| Gemmer Asset Management LLC | $1,488,022,899 | 187 | $7,957,342 | June 30, 2026 |
| WBH ADVISORY INC | $1,487,248,478 | 363 | $4,097,103 | June 30, 2026 |
| MARK ASSET MANAGEMENT LP | $1,486,002,247 | 42 | $35,381,006 | June 30, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | $1,485,405,074 | 412 | $3,605,352 | June 30, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | $1,485,156,092 | 115 | $12,914,401 | June 30, 2026 |
| NICOLET ADVISORY SERVICES, LLC | $1,484,480,144 | 421 | $3,526,081 | Dec. 31, 2025 Stale |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $1,482,574,601 | 184 | $8,057,471 | June 30, 2026 |
| AMERICAN EXPRESS CO | $1,481,612,409 | 1 | $1,481,612,409 | June 30, 2026 |
| Hackensack Meridian Health, Inc. | $1,481,127,543 | 7 | $211,589,649 | June 30, 2026 |
| Fiduciary Alliance LLC | $1,479,190,518 | 535 | $2,764,842 | June 30, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | $1,478,975,200 | 815 | $1,814,693 | June 30, 2026 |
| LANARK FINANCIAL, INC. | $1,476,004,427 | 2,420 | $609,919 | June 30, 2026 |
| MAPLELANE CAPITAL, LLC | $1,475,152,985 | 86 | $17,152,942 | June 30, 2026 |
| Winthrop Advisory Group LLC | $1,470,970,251 | 226 | $6,508,718 | June 30, 2026 |
| Hilton Capital Management, LLC | $1,469,413,718 | 135 | $10,884,546 | June 30, 2026 |
| Park West Asset Management LLC | $1,467,684,915 | 47 | $31,227,339 | June 30, 2026 |
| Partners Group Holding AG | $1,466,928,836 | 52 | $28,210,170 | June 30, 2026 |
| Rovida Investment Management Ltd | $1,466,706,421 | 20 | $73,335,321 | June 30, 2026 |
| Maple-Brown Abbott Ltd | $1,466,556,071 | 15 | $97,770,405 | March 31, 2025 Stale |
| SVB WEALTH LLC | $1,464,813,245 | 384 | $3,814,618 | June 30, 2026 |
| Moss Adams Wealth Advisors LLC | $1,464,362,393 | 307 | $4,769,910 | June 30, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $1,460,653,419 | 42 | $34,777,462 | June 30, 2026 |
| Harvey Partners, LLC | $1,460,210,845 | 48 | $30,421,059 | June 30, 2026 |
| Trinity Street Asset Management LLP | $1,458,063,607 | 22 | $66,275,619 | March 31, 2026 Previous quarter |
| CapWealth Advisors, LLC | $1,457,463,576 | 118 | $12,351,386 | June 30, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | $1,456,557,455 | 442 | $3,295,379 | June 30, 2026 |
| FORA Capital, LLC | $1,456,509,471 | 345 | $4,221,767 | June 30, 2026 |
| Penobscot Investment Management Company, Inc. | $1,455,624,345 | 315 | $4,621,030 | June 30, 2026 |
| SHP Wealth Management | $1,453,811,177 | 1,981 | $733,877 | June 30, 2026 |
| Danmarks Nationalbank | $1,453,758,576 | 1 | $1,453,758,576 | June 30, 2026 |
| Baring Fintech Manager Holding Ltd | $1,450,098,272 | 1 | $1,450,098,272 | June 30, 2026 |
| Vantage Investment Partners, LLC | $1,449,405,343 | 64 | $22,646,958 | March 31, 2026 Previous quarter |
| Narwhal Capital Management | $1,448,119,575 | 157 | $9,223,692 | June 30, 2026 |
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