Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| WASHINGTON TRUST Co | $1,201,154,884 | 296 | $4,057,956 | June 30, 2026 |
| Royal Fund Management, LLC | $1,200,650,012 | 291 | $4,125,945 | June 30, 2026 |
| Consolidated Portfolio Review Corp | $1,200,645,375 | 34 | $35,313,099 | June 30, 2026 |
| Relyea Zuckerberg Hanson LLC | $1,199,615,287 | 302 | $3,972,236 | June 30, 2026 |
| Blueprint Investment Partners LLC | $1,199,270,431 | 159 | $7,542,581 | June 30, 2026 |
| Anchor Investment Management, LLC | $1,198,680,083 | 1,067 | $1,123,412 | March 31, 2026 Previous quarter |
| Heritage Financial Services, LLC | $1,198,011,526 | 126 | $9,508,028 | Dec. 31, 2025 Stale |
| Blue Grotto Capital, LLC | $1,197,990,133 | 29 | $41,310,005 | June 30, 2026 |
| Governors Lane LP | $1,197,171,434 | 203 | $5,897,396 | June 30, 2026 |
| Bristlecone Advisors, LLC | $1,196,515,645 | 233 | $5,135,260 | Sept. 30, 2025 Stale |
| Wolf Hill Capital Management, LP | $1,195,927,004 | 34 | $35,174,324 | June 30, 2026 |
| WEALTH ALLIANCE, LLC | $1,195,182,381 | 573 | $2,085,833 | June 30, 2026 |
| Khrom Capital Management LLC | $1,193,528,657 | 15 | $79,568,577 | June 30, 2026 |
| Petersen Hastings Wealth Advisors Inc. | $1,191,547,529 | 87 | $13,695,949 | June 30, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $1,187,430,695 | 115 | $10,325,484 | June 30, 2026 |
| Randolph Co Inc | $1,187,244,589 | 47 | $25,260,523 | June 30, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1,186,253,199 | 305 | $3,889,355 | June 30, 2026 |
| Banco BTG Pactual S.A. | $1,185,366,753 | 194 | $6,110,138 | June 30, 2026 |
| BlackBarn Capital Partners LP | $1,185,319,360 | 24 | $49,388,307 | June 30, 2026 |
| GRS Advisors, LLC | $1,184,355,738 | 27 | $43,865,027 | June 30, 2026 |
| Clarkston Capital Partners, LLC | $1,184,061,869 | 96 | $12,333,978 | June 30, 2026 |
| Arlington Trust Co LLC | $1,183,472,840 | 846 | $1,398,904 | June 30, 2026 |
| Zuckerman Investment Group, LLC | $1,182,506,283 | 139 | $8,507,239 | June 30, 2026 |
| Transamerica Financial Advisors, LLC | $1,181,258,188 | 2,187 | $540,127 | June 30, 2026 |
| Financial Synergies Wealth Advisors, Inc. | $1,179,750,416 | 116 | $10,170,262 | June 30, 2026 |
| Nadler Financial Group, Inc. | $1,179,614,235 | 149 | $7,916,874 | June 30, 2026 |
| Cache Advisors, LLC | $1,179,323,560 | 139 | $8,484,342 | June 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | $1,178,704,499 | 229 | $5,147,181 | June 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | $1,178,538,096 | 865 | $1,362,472 | June 30, 2026 |
| Knighthead Capital Management, LLC | $1,177,115,923 | 10 | $117,711,592 | June 30, 2026 |
| Clarity Financial LLC | $1,176,975,299 | 132 | $8,916,480 | June 30, 2026 |
| Tanglewood Wealth Management, Inc. | $1,175,728,019 | 44 | $26,721,091 | June 30, 2026 |
| Nebula Research & Development LLC | $1,174,990,291 | 935 | $1,256,674 | June 30, 2025 Stale |
| Chescapmanager LLC | $1,174,423,916 | 27 | $43,497,182 | June 30, 2026 |
| WAYCROSS PARTNERS, LLC | $1,173,807,955 | 72 | $16,302,888 | June 30, 2026 |
| Townsend & Associates, Inc | $1,173,718,812 | 115 | $10,206,251 | June 30, 2026 |
| Crescent Grove Advisors, LLC | $1,171,232,909 | 298 | $3,930,312 | June 30, 2026 |
| AMERICAN NATIONAL BANK & TRUST | $1,170,451,481 | 631 | $1,854,915 | June 30, 2026 |
| Verus Financial Partners, Inc. | $1,168,891,711 | 127 | $9,203,872 | June 30, 2026 |
| PFM Health Sciences, LP | $1,165,441,614 | 98 | $11,892,261 | June 30, 2026 |
| PINKERTON WEALTH, LLC | $1,164,496,218 | 103 | $11,305,789 | June 30, 2026 |
| MASTERINVEST Kapitalanlage GmbH | $1,164,329,621 | 300 | $3,881,099 | June 30, 2026 |
| Hiddenite Capital Partners LP | $1,164,187,995 | 38 | $30,636,526 | June 30, 2026 |
| Estate Counselors, LLC | $1,163,568,925 | 92 | $12,647,488 | June 30, 2026 |
| Coliseum Capital Management, LLC | $1,162,253,900 | 11 | $105,659,445 | June 30, 2026 |
| Forge Financial Services LLC | $1,161,088,964 | 36 | $32,252,471 | June 30, 2026 |
| Stadion Money Management, LLC | $1,160,036,481 | 27 | $42,964,314 | June 30, 2026 |
| TWO SIGMA SECURITIES, LLC | $1,159,454,589 | 1,668 | $695,117 | June 30, 2026 |
| TRUE Private Wealth Advisors | $1,158,857,474 | 283 | $4,094,903 | June 30, 2026 |
| Octavia Wealth Advisors, LLC | $1,158,457,624 | 231 | $5,014,968 | June 30, 2026 |
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