Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Goldstein Advisors, LLC | $1,094,466,192 | 261 | $4,193,357 | June 30, 2026 |
| Berkshire Money Management, Inc. | $1,094,443,345 | 56 | $19,543,631 | June 30, 2026 |
| Koch, Inc. | $1,094,236,536 | 10 | $109,423,654 | June 30, 2026 |
| Goldstone Financial Group, LLC | $1,094,204,312 | 243 | $4,502,898 | June 30, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | $1,091,368,716 | 145 | $7,526,681 | June 30, 2026 |
| Alta Park Capital, LP | $1,091,326,724 | 27 | $40,419,508 | June 30, 2026 |
| Intrua Financial, LLC | $1,091,014,528 | 495 | $2,204,070 | June 30, 2026 |
| Asset Advisors Investment Management, LLC | $1,090,285,888 | 102 | $10,689,077 | June 30, 2026 |
| Guardian Partners Inc. | $1,089,546,853 | 391 | $2,786,565 | June 30, 2026 |
| Trybe Capital Management LP | $1,089,344,384 | 8 | $136,168,048 | June 30, 2026 |
| Legacy Edge Advisors, LLC | $1,088,555,810 | 239 | $4,554,627 | June 30, 2026 |
| Bison Wealth, LLC | $1,088,411,485 | 485 | $2,244,147 | June 30, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | $1,088,101,614 | 29 | $37,520,745 | June 30, 2026 |
| TOWER BRIDGE ADVISORS | $1,086,691,047 | 222 | $4,895,005 | June 30, 2026 |
| Sheaff Brock Investment Advisors, LLC | $1,085,603,224 | 460 | $2,360,007 | March 31, 2025 Stale |
| Lindbrook Capital, LLC | $1,084,646,695 | 2,781 | $390,020 | March 31, 2025 Stale |
| Bares Capital Management, Inc. | $1,083,914,423 | 24 | $45,163,101 | Sept. 30, 2025 Stale |
| Palisade Asset Management, LLC | $1,083,313,040 | 204 | $5,310,358 | June 30, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | $1,081,389,339 | 64 | $16,896,708 | June 30, 2026 |
| Boulay Financial Advisors, LLC | $1,080,082,842 | 6 | $180,013,807 | June 30, 2026 |
| Great Waters Wealth Management | $1,079,201,932 | 127 | $8,497,653 | June 30, 2026 |
| Hook Mill Capital Partners, LP | $1,077,449,706 | 37 | $29,120,262 | June 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | $1,076,195,895 | 207 | $5,199,014 | June 30, 2026 |
| WATER ISLAND CAPITAL LLC | $1,075,083,365 | 85 | $12,648,040 | June 30, 2026 |
| Arrow Financial Corp | $1,074,288,020 | 162 | $6,631,408 | June 30, 2026 |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $1,073,549,791 | 23 | $46,676,078 | June 30, 2026 |
| Ironvine Capital Partners, LLC | $1,073,099,316 | 57 | $18,826,304 | June 30, 2026 |
| Graves Light Lenhart Wealth, Inc. | $1,071,654,037 | 203 | $5,279,084 | June 30, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | $1,071,250,252 | 223 | $4,803,813 | June 30, 2026 |
| Kepler Cheuvreux (Suisse) SA | $1,070,995,271 | 162 | $6,611,082 | June 30, 2026 |
| Tamar Securities, LLC | $1,070,646,399 | 98 | $10,924,963 | June 30, 2026 |
| Morgan Stanley Institutional Investment Advisors LLC | $1,070,599,282 | 5 | $214,119,856 | June 30, 2026 |
| Legacy Advisors, LLC | $1,070,536,646 | 337 | $3,176,667 | June 30, 2026 |
| Broad Bay Capital Management, LP | $1,070,346,230 | 24 | $44,597,760 | June 30, 2026 |
| Center for Financial Planning, Inc. | $1,069,545,068 | 666 | $1,605,924 | June 30, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | $1,067,237,927 | 152 | $7,021,302 | June 30, 2026 |
| Trust Co | $1,067,185,441 | 906 | $1,177,909 | March 31, 2026 Previous quarter |
| Camber Capital Management LP | $1,065,228,750 | 25 | $42,609,150 | June 30, 2025 Stale |
| Schneider Downs Wealth Management Advisors, LP | $1,064,312,574 | 177 | $6,013,065 | June 30, 2026 |
| NWF Advisory Services Inc. | $1,063,781,853 | 456 | $2,332,855 | June 30, 2026 |
| Petrus Trust Company, LTA | $1,063,226,484 | 27 | $39,378,759 | June 30, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | $1,062,274,748 | 157 | $6,766,081 | June 30, 2026 |
| Brehaut David Pascal | $1,061,972,905 | 1 | $1,061,972,905 | June 30, 2026 |
| Polaris Capital Management, LLC | $1,061,425,993 | 84 | $12,636,024 | June 30, 2026 |
| Heritage Trust Co | $1,061,151,701 | 313 | $3,390,261 | June 30, 2026 |
| Synergy Asset Management, LLC | $1,060,605,078 | 274 | $3,870,821 | June 30, 2026 |
| Planning Center, Inc. | $1,059,698,023 | 84 | $12,615,453 | June 30, 2026 |
| Rhenman & Partners Asset Management AB | $1,059,428,235 | 99 | $10,701,295 | June 30, 2026 |
| ANGELO GORDON & CO., L.P. | $1,059,350,252 | 61 | $17,366,398 | Dec. 31, 2025 Stale |
| J. Stern & Co. LLP | $1,059,332,027 | 51 | $20,771,216 | June 30, 2026 |
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