Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | $1,157,752,547 | 499 | $2,320,145 | June 30, 2026 |
| LVW Advisors, LLC | $1,157,386,169 | 462 | $2,505,165 | June 30, 2026 |
| Aurum Wealth Management Group, LLC | $1,156,968,358 | 405 | $2,856,712 | March 31, 2025 Stale |
| Prescott Group Capital Management, L.L.C. | $1,156,713,415 | 292 | $3,961,347 | June 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1,156,505,018 | 232 | $4,984,935 | June 30, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | $1,156,394,005 | 599 | $1,930,541 | June 30, 2026 |
| WGI DM, LLC | $1,155,807,513 | 7 | $165,115,359 | June 30, 2026 |
| CONNORS INVESTOR SERVICES INC | $1,155,159,015 | 153 | $7,550,059 | June 30, 2026 |
| Apriem Advisors | $1,155,038,719 | 182 | $6,346,367 | June 30, 2026 |
| MMCAP International Inc. SPC | $1,154,302,332 | 303 | $3,809,579 | June 30, 2026 |
| AWM Investment Company, Inc. | $1,152,283,034 | 106 | $10,870,595 | June 30, 2026 |
| Consolidated Investment Group LLC | $1,150,615,757 | 77 | $14,943,062 | June 30, 2026 |
| MARTIN CURRIE LTD | $1,150,397,550 | 51 | $22,556,815 | June 30, 2025 Stale |
| Focused Wealth Management, Inc | $1,149,993,240 | 266 | $4,323,283 | June 30, 2026 |
| Tanager Wealth Management LLP | $1,148,374,046 | 158 | $7,268,190 | June 30, 2026 |
| 1607 Capital Partners, LLC | $1,148,372,219 | 141 | $8,144,484 | June 30, 2026 |
| HARTLINE INVESTMENT CORP/ | $1,147,948,482 | 115 | $9,982,161 | June 30, 2026 |
| Cascade Financial Partners, LLC | $1,147,480,364 | 279 | $4,112,833 | June 30, 2026 |
| Eagle Ridge Investment Management | $1,146,255,300 | 148 | $7,744,968 | Dec. 31, 2024 Stale |
| Discipline Wealth Solutions, LLC | $1,146,083,595 | 197 | $5,817,683 | June 30, 2026 |
| Gleason Group, Inc. | $1,145,792,280 | 449 | $2,551,876 | June 30, 2026 |
| WS MANAGEMENT LLLP | $1,144,439,810 | 47 | $24,349,783 | June 30, 2026 |
| CARRET ASSET MANAGEMENT, LLC | $1,143,802,719 | 309 | $3,701,627 | June 30, 2026 |
| VISTA CAPITAL PARTNERS, INC. | $1,143,557,335 | 170 | $6,726,808 | June 30, 2026 |
| McGuire Investment Group, LLC | $1,141,758,123 | 137 | $8,334,001 | June 30, 2026 |
| Shellback Capital, LP | $1,141,708,367 | 89 | $12,828,184 | June 30, 2026 |
| Private Capital Advisors, Inc. | $1,141,144,780 | 76 | $15,015,063 | June 30, 2026 |
| MOTCO | $1,139,957,569 | 840 | $1,357,092 | June 30, 2026 |
| Periscope Capital Inc. | $1,139,460,396 | 481 | $2,368,941 | June 30, 2026 |
| Northside Capital Management, LLC | $1,138,823,112 | 193 | $5,900,638 | March 31, 2026 Previous quarter |
| High Ground Investment Management LLP | $1,138,693,084 | 7 | $162,670,441 | June 30, 2026 |
| EnCap Energy Capital Fund XI, L.P. | $1,138,563,364 | 3 | $379,521,121 | Dec. 31, 2025 Stale |
| YCG, LLC | $1,136,308,300 | 41 | $27,714,837 | June 30, 2026 |
| Private Capital Management, LLC | $1,136,074,782 | 202 | $5,624,133 | June 30, 2026 |
| CONNABLE OFFICE INC | $1,135,867,747 | 231 | $4,917,176 | June 30, 2026 |
| Voya Financial Advisors, Inc. | $1,135,863,445 | 208 | $5,460,882 | June 30, 2026 |
| Wescott Financial Advisory Group, LLC | $1,135,557,060 | 200 | $5,677,785 | June 30, 2026 |
| Pekin Hardy Strauss, Inc. | $1,135,136,730 | 511 | $2,221,403 | June 30, 2026 |
| Telos Capital Management, Inc. | $1,134,766,297 | 201 | $5,645,603 | June 30, 2026 |
| Pictet North America Advisors SA | $1,134,655,418 | 154 | $7,367,892 | June 30, 2026 |
| Black Diamond Financial, LLC | $1,134,038,212 | 198 | $5,727,466 | June 30, 2026 |
| Quilter Plc | $1,133,291,437 | 131 | $8,651,080 | June 30, 2026 |
| Institute for Wealth Management, LLC. | $1,132,700,274 | 1,769 | $640,305 | June 30, 2026 |
| Tairen Capital Ltd | $1,132,050,564 | 44 | $25,728,422 | June 30, 2026 |
| Bensler, LLC | $1,130,740,873 | 198 | $5,710,812 | June 30, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | $1,128,737,953 | 351 | $3,215,778 | June 30, 2026 |
| Global Strategic Investment Solutions, LLC | $1,128,240,667 | 151 | $7,471,792 | June 30, 2026 |
| Inscription Capital, LLC | $1,127,866,097 | 791 | $1,425,874 | June 30, 2026 |
| VR Advisory Services Ltd | $1,127,357,376 | 43 | $26,217,613 | June 30, 2026 |
| Great Lakes Retirement, Inc. | $1,126,254,101 | 216 | $5,214,139 | June 30, 2026 |
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