Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Affinity Capital Advisors, LLC | $809,534,043 | 203 | $3,987,852 | June 30, 2026 |
| Abacus Planning Group, Inc. | $808,939,266 | 259 | $3,123,318 | June 30, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $808,781,167 | 72 | $11,233,072 | June 30, 2026 |
| Capital Investment Counsel, LLC | $808,408,134 | 156 | $5,182,103 | June 30, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | $808,287,223 | 156 | $5,181,328 | June 30, 2026 |
| NFSG Corp | $808,265,339 | 1,226 | $659,270 | June 30, 2026 |
| ARQ WEALTH ADVISORS, LLC | $806,610,834 | 209 | $3,859,382 | June 30, 2026 |
| Savoie Capital LLC | $804,561,223 | 92 | $8,745,231 | June 30, 2025 Stale |
| NOTTINGHAM ADVISORS, INC. | $804,100,738 | 122 | $6,590,990 | June 30, 2026 |
| Central Pacific Bank - Trust Division | $804,045,922 | 889 | $904,439 | June 30, 2026 |
| Klaas Financial Asset Advisors, LLC | $802,687,677 | 59 | $13,604,876 | June 30, 2026 |
| White Lighthouse Investment Management Inc. | $802,349,826 | 151 | $5,313,575 | June 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $802,153,745 | 716 | $1,120,326 | June 30, 2026 |
| Liberty Mutual Group Asset Management Inc. | $801,053,264 | 39 | $20,539,827 | June 30, 2026 |
| Newtyn Management, LLC | $800,882,434 | 34 | $23,555,366 | June 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | $800,422,162 | 268 | $2,986,650 | June 30, 2026 |
| HOWE & RUSLING INC | $800,325,659 | 479 | $1,670,826 | June 30, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $800,195,791 | 165 | $4,849,671 | June 30, 2026 |
| HORAN Wealth, LLC | $799,969,750 | 217 | $3,686,497 | June 30, 2026 |
| Live Oak Private Wealth LLC | $799,765,926 | 211 | $3,790,360 | June 30, 2026 |
| CITY HOLDING CO | $799,073,943 | 570 | $1,401,884 | March 31, 2026 Previous quarter |
| Sendero Wealth Management, LLC | $798,712,454 | 209 | $3,821,591 | June 30, 2026 |
| JOHNSON & JOHNSON | $798,650,757 | 15 | $53,243,384 | June 30, 2026 |
| Suncoast Equity Management | $798,412,495 | 63 | $12,673,214 | June 30, 2026 |
| TrueMark Investments, LLC | $798,226,201 | 187 | $4,268,589 | June 30, 2026 |
| Garden Investment Management, L.P. | $797,929,006 | 2 | $398,964,503 | June 30, 2026 |
| Quantum Capital Management, LLC / NJ | $797,554,043 | 35 | $22,787,258 | June 30, 2026 |
| XY Planning Network, Inc. | $797,106,891 | 340 | $2,344,432 | June 30, 2026 |
| Allied Investment Advisors, LLC | $796,508,465 | 110 | $7,240,986 | June 30, 2026 |
| Emerald Advisors, LLC | $795,793,071 | 130 | $6,121,485 | June 30, 2026 |
| Technology Crossover Management X, Ltd. | $795,170,640 | 6 | $132,528,440 | June 30, 2026 |
| Harbor Advisors LLC | $795,099,794 | 194 | $4,098,453 | June 30, 2026 |
| Bornite Capital Management LP | $794,572,837 | 20 | $39,728,642 | June 30, 2026 |
| Cornerstone Planning Group LLC | $794,114,515 | 1,867 | $425,343 | June 30, 2026 |
| Seilern Investment Management Ltd | $793,816,558 | 24 | $33,075,690 | June 30, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | $793,505,011 | 188 | $4,220,771 | June 30, 2026 |
| Glen Eagle Advisors, LLC | $792,897,632 | 1,085 | $730,781 | June 30, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | $792,872,425 | 105 | $7,551,166 | June 30, 2026 |
| Golden Unicorn (BVI) Ltd | $792,231,092 | 7 | $113,175,870 | June 30, 2026 |
| Kemnay Advisory Services Inc. | $791,482,555 | 1,169 | $677,059 | June 30, 2026 |
| DIADEMA PARTNERS LP | $791,347,834 | 149 | $5,311,059 | June 30, 2026 |
| Financial Solutions Advisory Group, Inc. | $790,879,543 | 177 | $4,468,246 | June 30, 2026 |
| KPP Advisory Services LLC | $790,726,832 | 362 | $2,184,328 | June 30, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $790,592,069 | 140 | $5,647,086 | June 30, 2026 |
| Enclave Advisors LLC | $790,390,807 | 133 | $5,942,788 | June 30, 2026 |
| Deer Management Co. LLC | $790,039,919 | 9 | $87,782,213 | June 30, 2026 |
| Colonial Trust Co / SC | $789,694,253 | 1,135 | $695,766 | June 30, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | $789,505,428 | 78 | $10,121,864 | June 30, 2026 |
| IFC Advisors LLC | $787,638,275 | 179 | $4,400,214 | June 30, 2026 |
| Arlington Financial Advisors, LLC | $787,469,197 | 107 | $7,359,525 | June 30, 2026 |
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