Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Virtue Capital Management, LLC | $748,904,088 | 343 | $2,183,394 | June 30, 2026 |
| JLB & ASSOCIATES INC | $748,317,701 | 68 | $11,004,672 | June 30, 2026 |
| Defilade Capital Management, L.P. | $746,947,371 | 39 | $19,152,497 | June 30, 2026 |
| BDF-GESTION | $746,772,557 | 143 | $5,222,186 | June 30, 2026 |
| Permanent Capital Management, LP | $746,719,888 | 211 | $3,538,957 | June 30, 2026 |
| CreativeOne Wealth, LLC | $745,608,206 | 1,189 | $627,088 | June 30, 2026 |
| EagleClaw Capital Managment, LLC | $745,404,403 | 145 | $5,140,720 | June 30, 2026 |
| AUXIER ASSET MANAGEMENT LLC | $745,239,428 | 184 | $4,050,214 | June 30, 2026 |
| Insight Wealth Partners, LLC | $744,805,285 | 135 | $5,517,076 | June 30, 2026 |
| CIBC Capital Markets (Europe) S.A. | $744,585,611 | 10 | $74,458,561 | June 30, 2026 |
| Heritage Investment Group, Inc. | $744,425,886 | 135 | $5,514,266 | June 30, 2026 |
| Commonwealth Financial Services, LLC | $744,204,295 | 317 | $2,347,648 | June 30, 2026 |
| Helix Partners Management LP | $744,111,471 | 15 | $49,607,431 | June 30, 2026 |
| REGATTA CAPITAL GROUP, LLC | $743,631,677 | 223 | $3,334,671 | June 30, 2026 |
| Well Done, LLC | $743,357,876 | 202 | $3,679,989 | June 30, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $742,814,647 | 29 | $25,614,298 | June 30, 2026 |
| CFO4Life Group, LLC | $742,791,609 | 237 | $3,134,142 | June 30, 2026 |
| WILKINS INVESTMENT COUNSEL INC | $741,974,363 | 119 | $6,235,079 | June 30, 2026 |
| Tolleson Wealth Management, Inc. | $741,915,832 | 96 | $7,728,290 | June 30, 2026 |
| CPC Advisors, LLC | $741,603,541 | 159 | $4,664,173 | June 30, 2026 |
| SFE Investment Counsel | $741,514,339 | 152 | $4,878,384 | June 30, 2026 |
| Torray Investment Partners LLC | $741,294,573 | 91 | $8,146,094 | June 30, 2026 |
| Newbrook Capital Advisors LP | $740,565,425 | 14 | $52,897,530 | June 30, 2026 |
| Triasima Portfolio Management inc. | $740,345,793 | 127 | $5,829,494 | June 30, 2026 |
| BEARING POINT CAPITAL, LLC | $740,161,813 | 203 | $3,646,117 | June 30, 2026 |
| Copos Capital B.V. | $739,976,361 | 42 | $17,618,485 | June 30, 2026 |
| Estabrook Capital Management | $738,622,393 | 344 | $2,147,158 | June 30, 2026 |
| Everest Financial Group LLC | $738,432,532 | 208 | $3,550,156 | June 30, 2026 |
| Barton Investment Management | $738,188,362 | 60 | $12,303,139 | June 30, 2026 |
| LS Investment Advisors, LLC | $737,845,735 | 127 | $5,809,809 | June 30, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | $737,304,199 | 92 | $8,014,176 | June 30, 2026 |
| GFI Investment Counsel Ltd. | $737,250,072 | 30 | $24,575,002 | June 30, 2026 |
| Walmart Inc. | $735,998,250 | 3 | $245,332,750 | June 30, 2026 |
| GR FINANCIAL GROUP, LLC | $735,911,874 | 37 | $19,889,510 | June 30, 2026 |
| S-Bank Fund Management Ltd | $735,908,689 | 249 | $2,955,457 | June 30, 2026 |
| Cohen Capital Management, Inc. | $735,484,037 | 152 | $4,838,711 | June 30, 2026 |
| Virtus Wealth Solutions LLC | $734,974,607 | 53 | $13,867,445 | June 30, 2026 |
| Greenfield FTC, Inc. | $734,544,929 | 4 | $183,636,232 | June 30, 2026 |
| Balboa Wealth Partners | $734,441,212 | 476 | $1,542,944 | June 30, 2026 |
| MainStreet Investment Advisors LLC | $734,263,936 | 166 | $4,423,277 | June 30, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $734,028,756 | 188 | $3,904,408 | June 30, 2026 |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | $733,944,114 | 14 | $52,424,580 | June 30, 2026 |
| CAHILL FINANCIAL ADVISORS INC | $733,098,631 | 296 | $2,476,685 | June 30, 2026 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | $732,642,918 | 8 | $91,580,365 | June 30, 2026 |
| Liquid Strategies, LLC | $732,276,661 | 7 | $104,610,952 | June 30, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | $731,969,843 | 123 | $5,950,974 | June 30, 2026 |
| Decheng Capital LLC | $731,749,074 | 14 | $52,267,791 | June 30, 2026 |
| ThornTree Capital Partners LP | $731,339,436 | 19 | $38,491,549 | June 30, 2026 |
| Morton Capital Management LLC/CA | $731,276,472 | 160 | $4,570,478 | June 30, 2026 |
| Gilman Hill Asset Management, LLC | $730,995,657 | 236 | $3,097,439 | June 30, 2026 |
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