Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| FOUNDATION RESOURCE MANAGEMENT INC | $859,744,674 | 56 | $15,352,583 | June 30, 2026 |
| SRB CORP | $859,378,839 | 23 | $37,364,297 | June 30, 2026 |
| CULBERTSON A N & CO INC | $858,694,942 | 140 | $6,133,535 | June 30, 2026 |
| UNIQUE WEALTH, LLC | $858,096,316 | 201 | $4,269,136 | June 30, 2026 |
| Stokes Family Office, LLC | $857,571,375 | 272 | $3,152,836 | June 30, 2026 |
| Pathway Financial Advisors LLC | $857,307,774 | 130 | $6,594,675 | June 30, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | $856,747,061 | 166 | $5,161,127 | June 30, 2026 |
| Slow Capital, Inc. | $856,723,905 | 111 | $7,718,233 | June 30, 2026 |
| ACK Asset Management LLC | $856,327,037 | 21 | $40,777,478 | June 30, 2026 |
| Alley Investment Management Company, LLC | $855,958,508 | 89 | $9,617,511 | June 30, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | $855,898,769 | 115 | $7,442,598 | June 30, 2026 |
| Evolution Wealth Advisors, LLC | $854,948,143 | 181 | $4,723,470 | June 30, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $854,188,512 | 154 | $5,546,679 | June 30, 2026 |
| FORM Wealth Advisors, LLC | $853,589,782 | 58 | $14,717,065 | March 31, 2026 Previous quarter |
| DIMENSION CAPITAL MANAGEMENT LLC | $853,513,220 | 141 | $6,053,285 | June 30, 2026 |
| Brio Consultants, LLC | $853,399,509 | 164 | $5,203,656 | June 30, 2026 |
| FIFTHDELTA Ltd | $852,876,378 | 11 | $77,534,216 | June 30, 2026 |
| Conversant Capital LLC | $852,492,406 | 17 | $50,146,612 | June 30, 2026 |
| McGlone Suttner Wealth Management, Inc. | $852,422,334 | 196 | $4,349,094 | June 30, 2026 |
| ADVISORY RESEARCH INC | $851,861,995 | 136 | $6,263,691 | June 30, 2026 |
| Capital Advisors Wealth Management, LLC | $851,444,353 | 231 | $3,685,906 | June 30, 2026 |
| Harbor Group, Inc. | $851,316,971 | 115 | $7,402,756 | June 30, 2026 |
| Evelyn Partners Investment Management Services Ltd | $850,001,127 | 281 | $3,024,915 | March 31, 2026 Previous quarter |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $849,266,261 | 165 | $5,147,068 | June 30, 2026 |
| Kimmeridge Energy Management Company, LLC | $848,582,501 | 3 | $282,860,834 | June 30, 2026 |
| Ellevest, Inc. | $848,115,751 | 469 | $1,808,349 | June 30, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | $848,062,714 | 131 | $6,473,761 | June 30, 2026 |
| Apollon Financial, LLC | $847,559,694 | 294 | $2,882,856 | June 30, 2026 |
| Think Investments LP | $846,693,417 | 22 | $38,486,064 | June 30, 2026 |
| Peterson Wealth Advisors, LLC | $846,140,941 | 120 | $7,051,175 | June 30, 2026 |
| Lineweaver Wealth Advisors, LLC | $844,844,803 | 182 | $4,642,004 | June 30, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $844,132,247 | 219 | $3,854,485 | June 30, 2026 |
| Power Corp of Canada | $843,062,831 | 1 | $843,062,831 | June 30, 2026 |
| Galaxy Group Investments LLC | $843,046,371 | 49 | $17,205,028 | Dec. 31, 2025 Stale |
| Kora Management LP | $842,969,284 | 10 | $84,296,928 | June 30, 2026 |
| Charter Oak Capital Management, LLC | $842,799,159 | 208 | $4,051,919 | March 31, 2026 Previous quarter |
| LaFleur & Godfrey LLC | $842,119,762 | 149 | $5,651,810 | June 30, 2026 |
| Moloney Securities Asset Management, LLC | $840,318,328 | 497 | $1,690,781 | Sept. 30, 2025 Stale |
| First Pacific Financial | $839,271,380 | 510 | $1,645,630 | June 30, 2026 |
| Financial Enhancement Group LLC | $838,554,535 | 137 | $6,120,836 | June 30, 2026 |
| VILLERE ST DENIS J & CO LLC | $837,768,549 | 85 | $9,856,101 | June 30, 2026 |
| Physician Wealth Advisors, Inc. | $837,381,268 | 2,334 | $358,775 | June 30, 2026 |
| Glassman Wealth Services | $834,644,529 | 236 | $3,536,629 | June 30, 2026 |
| Artemis Wealth Advisors, LLC | $834,513,809 | 55 | $15,172,978 | June 30, 2026 |
| Breakwater Capital Group | $833,328,146 | 377 | $2,210,419 | June 30, 2026 |
| Blue Edge Capital, LLC | $832,774,589 | 137 | $6,078,647 | June 30, 2026 |
| HHLR ADVISORS, LTD. | $832,072,843 | 35 | $23,773,510 | June 30, 2026 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | $832,043,719 | 17 | $48,943,748 | June 30, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | $831,637,928 | 124 | $6,706,757 | June 30, 2026 |
| Sargent Investment Group, LLC | $831,616,851 | 279 | $2,980,706 | June 30, 2026 |
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