Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Arvin Capital Management LP | $766,048,140 | 51 | $15,020,552 | June 30, 2026 |
| Crews Bank & Trust | $765,994,490 | 662 | $1,157,091 | June 30, 2026 |
| FJ Capital Management LLC | $765,731,466 | 120 | $6,381,096 | June 30, 2026 |
| Hendershot Investments Inc. | $765,513,210 | 134 | $5,712,785 | June 30, 2026 |
| NetEase, Inc. | $765,380,098 | 2 | $382,690,049 | June 30, 2026 |
| Clearstead Trust, LLC | $765,016,855 | 970 | $788,677 | June 30, 2026 |
| LANSDOWNE PARTNERS (UK) LLP | $764,899,135 | 26 | $29,419,198 | June 30, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $764,651,056 | 133 | $5,749,256 | June 30, 2026 |
| JBF Capital, Inc. | $763,997,313 | 100 | $7,639,973 | June 30, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | $763,490,658 | 105 | $7,271,340 | June 30, 2026 |
| United Capital Management of KS, Inc. | $763,410,639 | 98 | $7,789,904 | June 30, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $763,373,957 | 306 | $2,494,686 | June 30, 2026 |
| Kelman-Lazarov, Inc. | $763,261,680 | 154 | $4,956,245 | June 30, 2026 |
| ADAMS NATURAL RESOURCES FUND, INC. | $762,932,855 | 51 | $14,959,468 | June 30, 2026 |
| SENTINEL PENSION ADVISORS, LLC | $762,254,430 | 147 | $5,185,404 | June 30, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $761,820,041 | 246 | $3,096,829 | June 30, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $761,785,293 | 303 | $2,514,143 | June 30, 2026 |
| Biltmore Family Office, LLC | $760,946,148 | 333 | $2,285,124 | June 30, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | $760,818,043 | 193 | $3,942,062 | June 30, 2026 |
| Horst & Graben Wealth Management LLC | $760,246,200 | 205 | $3,708,518 | June 30, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | $759,576,446 | 229 | $3,316,928 | June 30, 2026 |
| Keating Financial Advisory Services, Inc. | $759,569,073 | 2,607 | $291,358 | June 30, 2026 |
| Marks Group Wealth Management, Inc | $759,395,726 | 350 | $2,169,702 | June 30, 2026 |
| Rollins Financial Advisors, LLC | $759,105,313 | 168 | $4,518,484 | June 30, 2026 |
| RIVERSEDGE ADVISORS, LLC | $759,102,155 | 316 | $2,402,222 | June 30, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | $758,642,717 | 107 | $7,090,119 | June 30, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | $758,111,652 | 265 | $2,860,799 | June 30, 2026 |
| Ironwood Investment Counsel, LLC | $757,856,753 | 267 | $2,838,415 | June 30, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | $757,273,005 | 193 | $3,923,694 | June 30, 2026 |
| McLean Asset Management Corp | $756,536,565 | 181 | $4,179,760 | June 30, 2026 |
| MATAURO, LLC | $756,400,883 | 158 | $4,787,347 | June 30, 2026 |
| V3 Holding Ltd | $756,396,144 | 1 | $756,396,144 | June 30, 2026 |
| ACADEMY CAPITAL MANAGEMENT | $756,257,690 | 36 | $21,007,158 | June 30, 2026 |
| O'Brien Wealth Partners LLC | $756,234,825 | 110 | $6,874,862 | Dec. 31, 2025 Stale |
| Polymer Capital Management (US) LLC | $755,239,483 | 607 | $1,244,217 | June 30, 2026 |
| Pier Capital, LLC | $754,616,260 | 129 | $5,849,738 | June 30, 2026 |
| Hughes Financial Services, LLC | $754,509,179 | 1,839 | $410,282 | June 30, 2026 |
| Founders Financial Alliance, LLC | $754,485,802 | 779 | $968,531 | June 30, 2026 |
| Kinsale Capital Group, Inc. | $754,419,846 | 41 | $18,400,484 | June 30, 2026 |
| Stanley Capital Management, LLC | $754,291,893 | 37 | $20,386,267 | June 30, 2026 |
| Financial Advisory Corp | $754,169,475 | 58 | $13,002,922 | June 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | $754,146,116 | 345 | $2,185,931 | March 31, 2026 Previous quarter |
| SC&H Financial Advisors, Inc. | $753,827,011 | 160 | $4,711,419 | June 30, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $753,481,601 | 223 | $3,378,841 | June 30, 2026 |
| Stone House Investment Management, LLC | $752,244,757 | 1,339 | $561,796 | June 30, 2026 |
| Northwest Financial Advisors | $751,864,488 | 89 | $8,447,916 | June 30, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $751,299,317 | 191 | $3,933,504 | June 30, 2026 |
| TRB Wealth Management, LLC | $751,265,471 | 296 | $2,538,059 | June 30, 2026 |
| Bienville Capital Management, LLC | $749,739,238 | 95 | $7,891,992 | June 30, 2026 |
| Qtron Investments LLC | $749,615,871 | 449 | $1,669,523 | June 30, 2026 |
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