Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| AA Financial Advisors, LLC | $831,517,324 | 230 | $3,615,293 | June 30, 2026 |
| American Financial Advisors, LLC | $831,059,242 | 169 | $4,917,510 | June 30, 2026 |
| Community Bank, N.A. | $830,565,835 | 530 | $1,567,105 | June 30, 2026 |
| Sharkey, Howes & Javer | $828,740,524 | 163 | $5,084,298 | June 30, 2026 |
| AdvisorShares Investments LLC | $828,137,470 | 269 | $3,078,578 | June 30, 2026 |
| Benchstone Capital Management LP | $827,785,299 | 37 | $22,372,576 | June 30, 2026 |
| ARVEST INVESTMENTS, INC. | $826,637,810 | 219 | $3,774,602 | June 30, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | $826,542,588 | 181 | $4,566,534 | June 30, 2026 |
| Cardinal Capital Management | $826,307,762 | 138 | $5,987,737 | June 30, 2026 |
| Meridian Wealth Partners, LLC | $826,109,523 | 125 | $6,608,876 | June 30, 2026 |
| Parsifal Capital Management, LP | $825,686,605 | 15 | $55,045,774 | June 30, 2026 |
| Keeley-Teton Advisors, LLC | $824,779,474 | 362 | $2,278,396 | March 31, 2025 Stale |
| Strategic Wealth Investment Group, LLC | $824,745,951 | 104 | $7,930,250 | June 30, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | $824,411,966 | 181 | $4,554,762 | June 30, 2026 |
| Rice Partnership, LLC | $823,945,074 | 171 | $4,818,392 | June 30, 2026 |
| Werba Rubin Papier Wealth Management | $823,534,560 | 309 | $2,665,160 | June 30, 2026 |
| Intellus Advisors LLC | $823,494,157 | 134 | $6,145,479 | June 30, 2026 |
| McGowan Group Asset Management, Inc. | $823,113,560 | 154 | $5,344,893 | June 30, 2026 |
| Orange Investment Advisors, Inc. | $823,023,647 | 143 | $5,755,410 | June 30, 2026 |
| Leelyn Smith, LLC | $822,349,058 | 157 | $5,237,892 | June 30, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | $822,254,731 | 86 | $9,561,102 | June 30, 2026 |
| Sivia Capital Partners, LLC | $822,077,579 | 540 | $1,522,366 | June 30, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | $821,684,958 | 141 | $5,827,553 | June 30, 2026 |
| AVENIR CORP | $820,736,526 | 79 | $10,389,070 | June 30, 2026 |
| Legacy Financial Advisors, Inc. | $820,391,860 | 435 | $1,885,958 | June 30, 2026 |
| Spectrum Wealth Counsel, LLC | $820,215,597 | 367 | $2,234,920 | March 31, 2025 Stale |
| Capital Advantage, Inc. | $819,649,878 | 150 | $5,464,333 | June 30, 2026 |
| Faithward Advisors, LLC | $819,395,589 | 339 | $2,417,096 | June 30, 2026 |
| Canal Capital Management, LLC | $818,668,298 | 220 | $3,721,220 | June 30, 2026 |
| LaSalle St. Investment Advisors, LLC | $818,111,719 | 429 | $1,907,020 | June 30, 2026 |
| Fund Resources Investment Holding Group Co Ltd | $817,028,574 | 7 | $116,718,368 | June 30, 2026 |
| Mirador Capital Partners LP | $816,837,297 | 218 | $3,746,960 | June 30, 2026 |
| Biondo Investment Advisors, LLC | $816,798,922 | 89 | $9,177,516 | June 30, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $815,965,048 | 49 | $16,652,348 | June 30, 2026 |
| Financial Advisors Network, Inc. | $815,595,995 | 208 | $3,921,135 | June 30, 2026 |
| Cypress Wealth Services, LLC | $814,935,859 | 436 | $1,869,119 | June 30, 2026 |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | $814,534,783 | 6 | $135,755,797 | June 30, 2026 |
| Ion Asset Management Ltd. | $813,952,859 | 63 | $12,919,887 | Sept. 30, 2025 Stale |
| Skylands Capital, LLC | $813,936,950 | 166 | $4,903,235 | June 30, 2026 |
| Wallington Asset Management, LLC | $813,927,323 | 61 | $13,343,071 | June 30, 2026 |
| Third View Private Wealth, LLC | $813,762,519 | 291 | $2,796,435 | June 30, 2026 |
| Tri Locum Partners LP | $813,224,117 | 19 | $42,801,269 | June 30, 2026 |
| Renesas Electronics America Inc. | $813,126,949 | 1 | $813,126,949 | June 30, 2026 |
| Dorsey & Whitney Trust CO LLC | $813,117,876 | 730 | $1,113,860 | June 30, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | $812,966,749 | 328 | $2,478,557 | June 30, 2026 |
| FAGAN ASSOCIATES, INC. | $812,702,726 | 137 | $5,932,137 | June 30, 2026 |
| Hilltop Holdings Inc. | $812,098,818 | 675 | $1,203,109 | June 30, 2026 |
| Greenland Capital Management LP | $811,592,802 | 296 | $2,741,868 | June 30, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $811,558,465 | 204 | $3,978,228 | June 30, 2026 |
| Sloy Dahl & Holst, LLC | $810,548,115 | 122 | $6,643,837 | June 30, 2026 |
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